Your Journey, Our Guidance

We have been clients of Professional Money Management (PMM) since Jodie Whykes started her business in Gippsland more than 17 years ago. The team is full of personality and capability. Jodie has helped us through the establishment of a financial plan that handled our transition into retirement and superannuation. In this time we have moved house, established a portfolio of financial investments and set up a retirement lifestyle. Jodie has always been available on the phone or in the office. She is an excellent communicator, informed, logical and clear. Her explanations are easy to understand for those lacking financial expertise. Her timely alerts about changes in government financial policy have been most beneficial. The annual review brings us up to date and answers any questions. Jodie has invested time in getting to know us well, visiting us in our home and being attuned to our needs and goals for ourselves and our family. PMM’s new web page is impressive and shows the extensive list of services which they provide. We continue to be very satisfied with this reassuring level of service.

After ‘shopping around’ several financial advisors when I was looking to retire it became very evident that Jodie Whykes was the person I felt I could trust to do the best job with my hard earned super savings. From the first meeting, Jodie was warm, welcoming and easy to talk to. She took the time to get to know ‘me’ with a genuine interest before discussing financial issues which meant she understood my priorities for the future. It was obvious to me that Jodie is very professional, confident in her work and actually enjoys what she does, which are important features for someone who will be managing my transition to retirement and its ongoing future. Her fees for the service I found to be very reasonable and was comforted by her willingness to explain in easy terms, the many vagaries of finance. Jodie’s staff has been amazing throughout the whole process of retiring. There were phone calls to update and inform me about the process as well as help to clarify matters. It was reassuring to know they were actively working to follow up matters behind the scenes as well. My whole experience with Professional Money Management has been stress free as well as enjoyable and I really feel like I have met new friends rather than just a financial adviser. I do not hesitate to recommend Jodie Whykes (PMM) to my friends as an option to consider for their financial planning needs.

We can’t thank Jodie and team at Professional Money Management enough for providing us with great advice around our super and protecting us and our children with personal insurances. We feel so much better knowing that our future retirement savings are working hard for us and getting close to our 40’s we were in desperate need of peace of mind if anything were to happen to us to ensure financial security for ourselves and our children. We received lots of other information about our Estate planning, Tax planning and other things we had not thought of which was very valuable to us also. The process that we undertook with Jodie and her team was not only very informative along the way, it was so quick, easy and enjoyable. We look forward to receiving advice from the great people at Professional Money Management well into the future and are very happy to recommend Jodie and her team to others.