Open Hours:Monday to Friday: 9:00 am - 5:00 pm
Contact Us:02 4312 8119

“It was a delight to meet Tracy Dyer – someone I could understand and who understood me. Her warmth and enthusiasm made the decision to choose her as my financial adviser very easy. Over the years I have known her, I’ve developed an enormous respect for her ability and also value her friendship.”

Michele M

“Tracy Dyer has been my financial adviser for several years now and again. This year, our meetings have been most helpful, informative and courteous – even when I have asked many “dumb” questions.”

Michael M 

“Tracy has always been professional, helpful and has our best interests at heart. We haven’t regretted our decision and have always received the highest level of customer service.”

Val N

“When my Dad had to sell his property to cover the bond required for hostel/nursing home accommodation, we were lost as to where we could invest the surplus funds. Tracy talked it over, covering all aspects of his needs and then suggested an annuity for the aged care investment. I had an Enduring Power of Attorney which enabled me to proceed with the investment on his behalf and in his best interests.”

“This investment offered Dad the regular monthly pension amount that had benefits with his tax and Centrelink. The knowledge and personal attention that Tracy offered my Dad was very special and left me with peace of mind to proceed with this investment.”

“At the event of my Dad’s death, Tracy was there to offer all assistance in obtaining information and all the necessary forms concerning his investment to proceed to probate. I would not hesitate to recommend Tracy for any financial planning or aged care needs.”

Faye C

“Tracy has been our adviser for several years. We have always felt comfortable with her advice and happy with the outcome. Trustworthiness in financial advice is most important to us as we have seen friends led in the wrong direction by receiving poor advice. We are very happy clients and feel valued.”

Bob and Cheryl M

“Tracy has always been on the ball with our portfolio and making great decisions during her consultations with us. If it weren’t for her help, we would never have received the benefits we were entitled to. She has been like a family member to us, always so polite, professional, understanding and available.”

John and Buffy L

“When I was left with organising my mother’s financial situation after she moved into aged care, I didn’t know where to turn. Then I found Tracy Dyer (my guardian angel). Tracy’s professional advice and caring approach made it an easier transition.”

“Her advice, knowledge of product and experience proved to me that I was in safe hands. There are many financial planners on the Central Coast but none that would come close to Tracy.”

Suzanne C

“Tracy has been my financial adviser for at least 15 years. I could not be happier with my choice of adviser. Tracy is outstanding as a financial adviser and outstanding as a caring service provider who truly cares for her clients. Her knowledge, attitude and caring nature is second to none.”

“I would recommend Tracy and her services to anyone who needs them and my recommendation is without any hesitation or qualification.”

John-Paul G

Call Now Button