“Helen, I wanted to thank you so very much for setting me up to succeed in the negotiation. I think yesterday I was in Discovery mode and really didn’t take the time to express my appreciation and gratitude for what you helped me achieve from our first meeting. If I think in terms of shoes… it’s that you helped me get into my boots, “are you ready boots, start walkin’”. I’m so pleased you are on my team!”
~ Ms. L.M.
“My pleasure Helen. I’m always happy to refer anyone to you! I know they are in extremely capable hands.”
~ Jennifer W (solicitor and nationally accredited mediator)
“I can’t believe how fast this year has gone, and also on a nice note how much we have accomplished this year. I feel proud and confident in my decisions and secure in the knowledge that you have an awesome team working with you to keep all your clients informed and happy with their portfolios.
Nice work well done, I do believe that positive employers attract positive and energetic people to work with them. Your positive attitude and selfless advice and helpful role in my life certainly has helped me feel at ease with a large sum of money I had no idea what to do with, or how to handle.”
~ Stef
“I never thought I would be able to even have a retirement plan, and to think my goal was to pay off my home by retirement and now you have shown me I can do it in 5 years and achieve retirement without having to borrow money. I’m so happy.”
~ Christine
“You seriously are absolutely wonderful… you are amazing and when you have an awesome experience with someone like yourself it is easy to recommend you.”
~ Katrina
“I would really like to thank Helen for her approach with me today, I came in thinking it might be scary, or that there might be judgements involved. It was not like that at all and I got a lot out of the session. I would like to follow up with an appointment for a strategy session please. Thank you and kind regards”
~ Zoe
“Hello Helen, just a quick note of appreciation for the great work you do. Our meeting yesterday was such a relief for me as I was dreading something was going to be bad news because I was not working. Silly as that sounds, due to my thoughts being scrambled and my memory dreadful. Helen, you have a way of making complicated information clear to me. I appreciate your empathy and sense of humour and I am fortunate to be ‘on your team’.”
~ Linda
“Hello Helen,
My partner and I have had several brief conversations following our meeting with you today all of which had the theme of a fresh awareness of our financial status and potential. Up until now I have felt we had to hang on desperately to what we had in order to just survive; spending was to be avoided as much as possible and there was no chance of my earning more because I am no longer gainfully employed.
Now we are not expecting miracles; we still have our feet on the ground… but a bit more ‘on the front foot’ to take up the cricket analogy.
We are now more positive and more confident about our financial future. We can see that even at our stage of life it is still possible for us to get our money to work for us, which it cannot do while we restrict it so much. We appreciate that this will happen on the basis of sound evidence, some discipline and patience, and working with you. Thanks for introducing us to a fresh approach to the issues we are starting to explore.”
~ name withheld
“Thank you Helen. We found all elements of this morning’s discussion beneficial. And you have a very nice blend of being both professional and personable. Thanks for the link. We will follow up. And we, too, look forward to our next meeting.”
~ Graham & Kathy
“Thank you very much for your diligence and advice yesterday. While it was a very daunting task from my perspective, it wasn’t anywhere near as difficult as I expected it to be. And that is in no small part due to your collective efforts before, during and after.
I was quite brain dead by the end of it, and will admit that when we finally got home I achieved next to nothing else, despite my better intentions. So I don’t know how you fared going straight to another meeting afterwards.
Financial planning and the legal world are not even remotely close to my areas of expertise, so my husband and I appreciate your assistance to make that minefield as watertight as possible.”
~ Leisa
“Thanks Helen, It is great to have someone on my side that can help me feel confident and in control financially and I really look forward to working with you over the next years.”
~ Karen M.
“I have always enjoyed working with Helen as she steers women through the financial maze and gets them ‘on their feet’. Her patient support and care goes above and beyond what can be expected in her professional capacity.”
~ Ann Janssen, Estate First Lawyers
“Hi Helen, so good to meet with you yesterday. Thank you for all your valuable advice and for your email introduction to a lawyer. Again, thank you. Our appointment yesterday was most informative.”
~ Kerryn
“Helen, I heard wonderful feedback from your session with Liz today. This is further validation that you are doing what you should be doing, and that you are of significant value in the business of empowering women to financial freedom!”
~ Alicia
“Thanks for getting back to us so quickly on everything. You are very efficient. It’s very exciting and all feels very positive.”
~ Bee
“Brigitte tells me she spoke to you again after the initial presentation and she was delighted with the service.”
~ Sue
“Thank you for all you have done for me Helen. Cheers.”
~ Liz
“Thank you a lot for your passion.”
~ Anna
“Hi Helen, it was great to catch up today. I greatly appreciate all of your assistance with my Super and our insurance. Thanks again.”
~ Deb
“Thanks for all your hard work with the insurances I really do appreciate it.”
~ Sheryl
“Hi Helen, thanks for your second report, obviously it has given me a lot to think about. I greatly appreciate the information you have currently provided me. I am greatly appreciative of the time and advice you have so freely provided. ”
~ Robyn
“On another note, I met with Helen Baker this week. Helen really impressed me with her passion to help women better manage their money, her service is not commission based because she believes in providing the right information that suits your personal circumstances. (she is a very genuine lady).”
~ Liz
“Thanks Helen, you rock!!”
~ Maria
“Hi Helen, It was really wonderful meeting you. You really helped me to see how I can handle the next few years and the further future as a financially independent woman – and that is so exciting! Thanks once again”.
~ Vanessa
“Hi Helen, Thanks for the thoughts about different options of insurance. No one really tells you of these different types of coverage.”
~ Rebecca
“Hi Helen, now I’m all good in terms of financial advice. Thanks, you have everything beautifully organised for me!”
~ Kate
“Thanks Helen. When I asked a few questions of the finance girls at work, they just told me to ask you. Thank you for explaining it so simply.”
~ Mallissa
“Margaret and I enjoyed dealing with you and we thank you for your time and advice. I really enjoyed our session last week and am very much looking forward to getting my finances whipped into shape with your guidance.”
~ Roxana
For help with your financial situation you are welcome to contact us.