Stefanie Price Wealth Planning - Olney

Mark S.

Stefanie is very knowledgeable, trustworthy and friendly. Over the years she has helped us with pensions, insurances and advice on investments and is able to explain things in a clear and simple way. We would highly recommend Stefanie and her team for financial management and planning.

Rosemary S.

Great financial advice, personally taylored to my needs. Good return on investments. Quarterly detailed updates and access to a personal advisor at any time. Video meetings, so doesn't matter that I moved away from my original nearby location to Stefanie.

Phil C.

Stephanie has been managing our investments for several years now (including a small additional pension started when I became self employed). I have found her extremely helpful. Recently we have set up a cashflow forecast and this has been very useful and identified optimum times for making major purchases and planning retirement. I would not hesitate to recommend her approach to anyone and indeed I have come to look forward to our discussions each year.

Shannon L.

Laura could not be helpful enough! She has gone above and beyond, working outside of her scheduled hours to ensure the best service.
As a new investor, she has really taken the time to explain everything in terms that I understand, to ensure I fully understand what I am investing in.
Laura and her team are super efficient, everything is always done as soon as possible and always checks in to see how things are.
I have high hopes for this investment, from all the support that Laura has given.

Tegan L.

So informative and helpful!
After having a bad experience with another company, I was very cautious about trusting financial advisors. But Laura has been absolutely amazing! She provided me with all the details and took me through each section of my investment. She has really listened to my thoughts and created a very personalised plan that can support me in the future. Laura is very efficient and could always answer a query within a couple of days.

Ray B.

Stefanie and her team are excellent. We like many were unsure where to go and who to trust with our financial planning and we would have no hesitation in reccomending Stefanie Price Wealth Planning for all financial matters conducted in easy to understand language.

Roy L.

Laura was recommended to me by my accountant. I'm so pleased she was. Within 5 minutes of being in her company I knew that Laura and her colleagues were going to "do the right thing" for me. I have been kept regularly informed and updated by Laura and Kris and a lot of things were just taken care of by them, for me, as they could see I was a bit thick with this stuff 🤷‍♂️😂. If your looking for financial advice with nice people who clearly know what they are on about then, you've come to the right place.

Clare W.

Laura has been simply fantastic from start to finish. Very thorough in explaining the different options available to me, the risks and answering all my questions super clearly. I typically find financial jargon confusing. Laura made sure that I understood everything and gave me time to process before finally deciding how to move forwards.

Kris has been fantastic in following up with me, making it clear what I need to sign and is super efficient. I can't recommend Stephanie Price Wealth Planning enough.