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.