Norman and Petah Creighton August 2020

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.

Bob White January 2020

A Little Thanks

There is a little financial team, All together totaling just four.
They’re quick to welcome me, It’s their friendliness I adore.
They have Jodie as their leader, To give them their daily chore.
They do them all in their stride, I couldn’t ask for anything more.
Thank you for the love you show, To ordinary folks just like me.
Without you and others caring, I know not where I would be.

Mark Cooper Nov 2018

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.

Stuart and Kylie Moloney Nov 2018

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.

Robert and Kathy Ahearne Nov 2018

While preparing for retirement I was unclear as to how to go about it and the thought of us handling the financial aspects of it were daunting and worrying to us.  

A friend recommended Jodie at Professional Money Management and from that point on our financial security has been taken care of by Jodie’s professionalism and wealth of knowledge.  Our financial future is now bright and very clear and we have complete peace of mind which is a big relief for us.

Jodie is very friendly and approachable, and nothing is too much trouble.  We would have no hesitation in recommending Jodie or the team at Professional Money Management to anyone who is seeking Financial Advice.