Audra Sakaliene

Please provide a brief comment about your experience with Audra

I just wanted to sincerely thank Audra Sakaliene for her helpful advice on health insurance. She broke things down in a way that was easy to understand, which made the whole process feel a lot less overwhelming. It’s clear she really knows her stuff and genuinely cares about helping people make the right choices. Her guidance gave me a lot more confidence in navigating my options, and I truly appreciate the time and thought she put into her advice.

What were the circumstances that caused you to initially look for an adviser?

Nearing retirement and have recently received an inheritance which I wanted to put to best use

How has Audra Sakaliene helped you?

I was impressed with the comprehensive assessment of my financial situation, completed very professionally by Audra. She has a calm and polite manner, always willing to answer all my queries no matter what they were. I found Audra to be trustworthy and honest. I now feel confident that I have the best possible financial plans in place for my future (of course, time will tell if this is the case)

Have you seen the outcome you were hoping for?

Yes, investing large sums of money is something new to me and I needed to feel I can trust the advisor fully.

What could they have done better?

I cannot think of any improvements that Audra needed to make. I supplemented Audra's information with that I had researched myself on the internet, and Audra was happy to talk that information through. I always felt in control of how my investments would work out, with Audra as a support rather than her dictating what I should do.

What were the circumstances that caused you to initially look for an adviser?

Mainly for the annual reassurance with the investment made.

How has Audra Sakaliene helped you?

Buy breaking down the investment plan and always relating it to my personal circumstances this has really helped me understand

Have you seen the outcome you were hoping for?

I understood the outcome could go either way but i am happy with the direction its going

What could they have done better?

Nothing better …all communication was at a pace i could follow and understand, i was encouraged to ask questions at any point.

What were the circumstances that caused you to initially look for an adviser?

I felt completely overwhelmed by my finances Audra took full control and gave me all the information to make an informed choice

How has Audra Sakaliene helped you?

I cannot recommend Audra highly enough! Before working with her, I felt completely lost and overwhelmed by my finances. She has a remarkable ability to explain complex financial concepts in a clear, easy-to-understand way. I now feel empowered and in control of my financial future, thanks to her patient guidance and insightful advice. She took the time to truly understand my goals and created a personalized plan that feels achievable and exciting. If you're looking for a financial advisor who is not only knowledgeable but also a fantastic communicator, Audra is the person to see! I would highly recommend Audra.

Have you seen the outcome you were hoping for?

It’s still too early to say

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I initially started looking for an adviser to help me with pension planning and investment decisions. I wanted professional guidance to ensure I was making the right choices for my financial future and to have a clear, long-term strategy in place.

How has Audra Sakaliene helped you?

Audra has been instrumental in helping me feel confident and secure about my financial future. She took the time to understand my goals and concerns, particularly around pension planning and investments, and provided clear, tailored advice that aligned with my needs. Her support through a complex financial decision was especially valuable—she explained everything clearly and helped me make informed choices with confidence.

Have you seen the outcome you were hoping for?

Yes, I’ve seen the outcome I was hoping for. With Audra’s guidance, I now have a clear and confident plan in place for my pension and investments. I feel much more secure about my financial future and trust that the decisions made are aligned with my long-term goals.

What could they have done better?

Honestly, I can’t think of anything Audra could have done better. Her approach was thorough, thoughtful, and tailored to my needs throughout the entire process. She exceeded my expectations in both service and expertise.