I met Cindell in 2015 during a very challenging time in my life. As a result of Cindell’s kind and caring professionalism, her sincere willingness to generously share her time, her considerable knowledge and expertise, and her competent, proactive and trustworthy advice, I am in a much better financial position. Above all else, Cindell truly listened, developing an excellent understanding and appreciation of my unique circumstances, my fears, my nature and my goals. She sensitively thought through my situation, for now and for the future, specifically tailoring her recommendations, taking into consideration current and anticipated issues that might affect me. Well supported by her wonderful team, Cindell consistently delivers prompt, exemplary service. I have every confidence in and deepest respect for Cindell and highly recommend her, without reservation.
We have known Cindell and been receiving financial advice from her for about 6-7 years now. Cindell has helped us enormously transition from a working life into retirement. Cindell has also helped us successfully enter the Centrelink field with timely and spot-on advice. As we approach age pension age we know we can again rely on her to navigate us through this stage in an easeful and beneficial way. Cindell has gathered a professional, well informed and friendly office team to support her, they are always welcoming and a pleasure to deal with.
I have been attending Cape Financial Planning for a number of years now, and have found Cindell and her staff amazingly helpful and always so friendly and obliging. The advice I have received from her has been invaluable for my financial situation, and I have been fortunate to watch my investments grow over the years. I have no hesitation in recommending friends to seek advice with Cindell, and above all, I trust her judgement.
My dearest Cindell, I cannot thank you and your excellent staff enough for the help I am currently receiving with my claim. You always answer the phone promptly, call back when you say you will and always go over and above to help out with all those little but time consuming problems that arise from time to time. I would recommend Cape Financial Planning Pty Ltd to anybody without hesitation.
My experience with Cape Financial Planning over the past four years has been very rewarding in a monetary way as well as on a personal level. During a downturn a couple of years ago they managed my investments so well I had my fortnightly income and contrary to my friends investments, at the end of the difficult financial year my money remained the same. Any queries I have had are dealt with personally by Cindell in a very friendly prompt manner, with no extra charge other than the very reasonable annual fee. I have no hesitation in recommending Cindell and her company.
I have been dealing with Cindell Baker for almost three years. She has been a valuable person when dealing with my mothers affairs. Her knowledge of how government departments work and how to circumnavigate them has been greatly appreciated and welcomed to my mother and I . She has always put my mothers best interest first and always advocated for the best outcome possible. My mother has gone thru being on benefits to having something to retire on and now on the aged pension which was made easier because of Cindell. I am very lucky to have been put in touch with Cindell and would recommend her to anyone close to retirement or for planning your future affairs.
Following the death of a much loved member of our family, Cindell and her team provided us with enormous support. They organised all of the necessary paperwork, made numerous phone calls and correspondence and provided us with contact details of other parties that needed to be contacted, (banks, life insurance, superannuation and lawyers). This was a devastating time in our lives and we found Cindell and all the staff to be warm, compassionate and sympathetic to our needs. I don’t know what we would have done without their support, knowledge and professionalism. Words alone cannot convey our gratitude.
Local Busselton Resident
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We have greatly valued & appreciated Cindell’s advice with our investment. She did all the hard work for us!
Cindell recommended a quality portfolio with products that suited our needs & current circumstances , also giving us the flexibility to change things if we need to. The first wrap website is easily accessible & something we use regularly to keep an eye on our investment. Cindell is always contactable & she keeps us informed with regular reviews.
Her staff are very professional, helpful & client confidentiality is assured. Cindell’s service has been second to none.
We HIGHLY recommend Cindell to anyone looking for the highest quality investment service & advice .
We have known Cindell in a professional capacity for approximately 4 years, as our Financial Planner.
Cindell is always very helpful and obliging in her dealings with us and we would not be in the financial position we are now if not for her guidance.
We would have no hesitation in recommending Cindell as a Financial Planner.
Robert and Sherry Kelly
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