"I love being able to offer a free service that not only saves you time, but also money. I work with other professionals
to streamline the process for you, which overall contributes to a very high level of service - whether I am wearing my
mortgage broker, insurance or financial adviser hat, service is paramount."
"I know when I am the 'customer' and I receive a poor level of service from anyone, it taints the whole relationship.
I understand this, and I pledge a high level of service in my company. I am here for the long run, for the client, and
this is evidenced by the fact that I am now assisting the ‘children’ of clients, who are now ‘young adults’ starting
out on their own financial journeys," says Traci-Lee.
Disclosure Statement available on request