5 /5 John Dimitriadis: We are so happy we found Amruta Shah and Monica Tatton of MTWO Financial Planning. We liked the warm welcoming feeling during our initial discussions, it was friendly and we got to know each other. We appreciated the chats around goals and finances, family, short-term and long-term ideals - but it was not of a clinical tick the box nature. That personal touch made a difference in feeling very positive that Amruta and Monica have our best interests at heart.
Amruta listened and then went through all the questions and options and explained the pros and cons of each. To give context, we had shopped around with other financial planners but they were not forthcoming during the initial meeting with how they could tailor to our needs - whereas with Amruta, we felt more at ease because she answered our questions, and even though not yet crunching the numbers, was more than willing to discuss possible options and variations openly - we were not left in the dark, we were very much informed.
We really appreciated Amrutas structured approach. The final report was very detailed, with the various considerations and then the well laid out recommendations plan. Amruta went through the various parts of our report, section-by-section, and she was able to present everything in simple terms. Amruta helped every step along the way, establishing the recommendations for our financial well-being, completing the journey with aged pension eligibility and estate planning.
We highly recommend Amruta and Monica of MTWO Financial Planning.
Yours truly,
John (retired) and Tina.
