"Janeece works for WIN Financial Network Pty Ltd (formerly Women's Investment Network)

Her letterhead reads "Making a difference ....since 1983

She is a mother and grandmother, a very professional feminist who has always felt that women need a very special and personalised form of financial planning, and that other women best understand their needs.  She has her own premises with a small staff of long term employees, all women.  Several years ago she realised her dream of getting these premises, and incorporating a reasonable sized meeting/seminar room, where several times a year she runs evening financial seminars for interested clients.  She does some of the sessions, but mostly the sessions are presented by a wide range of other very reputable financial planners and advisers. Several times a year she sends out a very informative newsletter to all her clients in which she also advises the dates of the seminars coming up.  This is as well as her quarterly reports on clients' portfolios.

Janeece always seems to be upgrading her own skills, and doing lots of exams to keep up to date with the fast changes in the industry and on the taxation scene.    She seems to me to be a delightful person with a personal interest in me as her client.  She just loves to educate her women, treating them with respect, and she has certainly been a great teacher for me over the last 18 years.

There are very reasonable costs for Janeece to set up a financial portfolio, and manage it on an annual basis.  She has always been available to answer any of my queries by phone, or email, and if she is with a client rings me back ASAP.

Of course Janeece ensures that she first understands her client as a person, in order to provide an investment plan that suits their "style" and personal investment profile, and she is the soul of discretion.

I have been more than happy that my own children and some close relations have also placed their financial affairs in her more than capable hands.  And I continue to recommend her to all my friends.

I have had several friends who had no savings at all, and Janeece has been able to help them first of all set up a realistic savings plan, so that as soon as possible they could realise that they had a basis for financial investment. Some of them are taking longer than others, but they all know what they are doing and seem delighted to have a plan for themselves. For other wealthier friends, she has organised much more complicated and high-flown investment strategies, involving lines of credit and loans for investment purposes, personal insurance etc, as well as excellent estate planning advice, for which she holds an extra qualification, and which costs a small set fee..

One or two of the investments that she and I have agreed on, have later looked less suitable to my purposes and she has advised pulling out of them before there was too much financial damage, explaining the reasons very clearly, and organising all the paperwork needed to facilitate any switches and changes.  She makes it so easy, and explains it all so well, and she will not take any action for you until she is sure that you understand exactly what you are doing.

I am so pleased that Janeece managed an investment portfolio for me for many years before I retired, organised an excellent superannuation package, and continues to advise me on this and other investments

I do recommend my financial adviser, Janeece Giraldo, to you."