It's all very well for us to talk about what we provide, but what do our clients say about us....
"Epona Financial Guidance, Lisa Duggan and Nicole Scollary in particular have been a great support for me personally and my family, helping us with difficult financial situations with accurate and timely advice when we needed it most, and all the while being compassionate and understanding to our circumstances. It made a distressing time that little bit easier. I know have a solid but flexible financial plan in place and feel secure knowing that my future is secured.
The whole team are friendly and more than happy to help with any question no matter how trivial you may think it is, this makes dealing with sometime complex financial situations seem like a breeze.
I like to deal directly with the person handling my affairs and this is the case with Epona this makes me feel secure and valued as a client."
I would highly recommend Epona to everyone the service and reliability is second to none.
"I was recommended to Lisa by a friend and expected to receive the usual ‘run of the mill’ financial advice “insure this and that with this or that company” however, what I received was something completely different.
Lisa took the time to understand exactly what I was trying to achieve with my finances and also to understand my priorities, my values, my goals and what is truly important for me to achieve in my life.
With a great deal of patience she has helped me to understand how to control my spending, start saving and gain control of my present situation so I can move forward and no longer feel intimidated by my financial situation.
The level and quality of the advice from Lisa has been second to none. Being a single parent means I need to ensure that my income is secure and my future is taken care of. I have been able to rest assured that should something happen to me; my daughter is taken care of.
Lisa provides a thorough and ongoing service that I can rely on if I am experiencing any doubt about my finances and she has facilitated an investment for my daughter’s future and helped secure my income with the relevant protective insurance. In amongst all of this she has ensured that I continue to develop a good understanding of budgeting with a view to achieve the life plan I have in mind! Lisa’s book ‘It’s your Life’ has been an invaluable tool at home to be able to refer to and use as a guide and a touchstone if I feel my finances slipping out of control for whatever reason.
I have recommended Lisa to friends so they too can benefit from her high-level of expertise and unwavering support and guidance as I have."
Bob and Wendy
"We were both looking at retirement in the near future and did not have a clear view of where we stood in a financial sense. We contacted Lisa at Epona after very high recommendation from a family member.
We were most impressed after the first meeting and felt that a huge weight had been lifted from our shoulders and were only too happy to allow Lisa to guide and advise us for our future. We have now been with Epona for five years and enjoyed a very smooth transition into retirement four years ago.
The quality and level of advice has been "spot on" and has certainly allowed us the freedom to enjoy each day and not have to be concerned about paperwork and the frequent changes that can occur from time to time - peace of mind. We have an annual update meeting with Lisa so that we have a clear picture and understanding of our financials for the next twelve months. If for any reason, we need to contact the office, all of the staff are very helpful and professional. We would not hesitate to recommend Epona to anyone requiring financial advice."
Keith & Di
"Five years retired back in 2009, it seemed our Financial Advice relationship was not delivering what we had hoped for. At the same time we were trying to grasp the growing impact of the GFC on us.
It became an easy decision for us: find a replacement! Not wanting a replay, we searched extensively and found Epona Financial Guidance and Lisa Duggan. We very quickly gained an impressive commitment; understanding; confidence and the real prospect of achieving an ongoing relationship.
Six years on and we understand what is going on for us financially; remaining focussed on our longer term financial prospects; sharing information and planning for our lifestyle choices; all while taking fantastic holidays and knowing we have achieved a lasting relationship with Lisa and the wider Epona team."
My husband and I have attended various seminars hosted by our superannuation companies and various government sponsored talks, but I confess each time we came away more confused than we were before we started. Having put off investigating if there was a better way to manage our finances we were eventually convinced by our daughter to visit Lisa at Epona. Basically we wanted to get advice on taking early retirement. I am sorry we put off doing anything for so long because Lisa made it so easy, talked to us to find out what we really wanted and planned accordingly.
If I's realised that we would have been so much better off financially on a daily basis, apart from knowing that retirement in twelve months is affordable, I'd have done something years ago. But - it's never too late. As I watch the interest increase and the tax decrease I feel a deep sense of satisfaction with our decision to listen to Lisa and take on board her recommendations
"Lisa and her team have been instrumental in helping us strive towards our retirement.
Their knowledge and communication skills have been excellent while their “eye” for detail in preparing reports and advice is first class.
I would have no hesitation in recommending Epona to friends and family."