Wagtail Wealth

Cassandra, is a down to earth advisor who seeks to understand and assist her clients. She breaks down the complicated into simplistic terms without being condescending and will always give you the honest answer.I have no hesitation in referring people to work with Cassandra, as I know they will be looked after and she has their best interests at heart.

I have had one of my best experiences in any industry with Wagtail Wealth. Cassandra has thought outside the square to ensure she tailor makes the best product for me and the communication and follow up has been mindblowing. I would give 10 stars if I could!

Cassandra from Wagtail Wealth was very competent and professional and clearly has a wealth of experience behind her in the financial services field. Financial stuff is not my forte but Cassandra put me at my ease, walked me through the range of options to enable me to choose services that best suited me and my stage of life. She also went above and beyond with her advocacy, was clear in her communications, replied quickly to all questions (even out of hours at times) and made the entire process as seamless as possible. I can’t recommend her highly enough for anyone looking for a competent, mature and worldly wise person to help them to make the best choices to maximise their wealth.

I wholeheartedly recommend Cassandra for financial planning advice, insurance and superannuation. She knows her stuff and goes the extra mile for clients.

Cas is absolutely fantastic at what she does. we had no real idea of what we should be doing and where we should be at in our life. She has help us set it all up and is looking after us now. And she will be for a very long time now too. You cannot go past Wagtail Wealth to look after all your financial needs and your future. Thank You Cas.

Found Wagtail extremely efficient and helpful. Highly professional and helpful.Cassandra is very informative and easy to get along with.