From day one, Samantha took the time and genuinely cared to identify exactly what products and strategies would be the best fit for our scenario and was incredibly patient while she guided us through the entire process.
Since becoming a client of Canny Group, and in particular Samantha Butcher, our experience has been overwhelmingly positive across the entire team.
From day one, Samantha took the time and genuinely cared to identify exactly what products and strategies would be the best fit for our scenario and was incredibly patient while she guided us through the entire process. This included working with Canny Legal’s state planning team, and accounting team “Mandy” who has been done an amazing job from an accounting taxation viewpoint including guiding us through the sale of an investment property.
Samantha has at all times conducted herself in a professional manner making the clients needs her number one priority whilst at the same time ensuring that we are comfortable with all recommendations.
On occasion when we have wanted to make any changes, she has always been very patient and understanding, taking the time to listen to our reasoning while at the same time making sure we fully understood the impacts of these changes.
Samantha also has an expert level of financial and insurance product knowledge which she has been able to apply our individual circumstances including reviewing on a regular basis ensuring that we are not paying for unnecessary products.
I would have no hesitation recommending Samantha as a financial planning expert and someone who is able to build trusting, caring relationships with her clients.