Elodus Financial

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A Referral Based Business Complimentary First Appointment

Jo Ann Garcia (Nurse, Toowoomba)

In every situation that requires financial knowledge, the most important issue for me is trusting the person who is providing the knowledge.

As a result of a divorce ‘later in life’, I relocated to Toowoomba in 2003 and one of my dilemmas was finding a tax agent that I could trust. Synergy Accountants was suggested and it was then that I met May.  She was able to provide me with an accurate tax return, which convinced me that I could trust her completely.

My next dilemma was trying to manage my funds in order to hopefully retire with some money for future travel. I asked May if she could recommend someone and she suggested Elodus. I made an appointment with Elodus and there I met Shane.  Initially a little hesitant, I was quickly assured that I was actually in a very good situation. Shane was able to manage my finances so that by the time I was ready to retire, I would own my home and be able to travel. He instilled confidence in me immediately and he is to be commended as I have many questions and he is always willing to talk to me within a very short time frame.

Recently, I underwent a major surgery were I was unable to drive; Shane actually came to my house with the documents which required my signature. I was very, very impressed with that.

I am very, very happy with both the level of expertise and the ability to ‘tailor’ the individual needs that each person is afforded.  I cannot recommend Elodus highly enough.

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