I have been with Petra for several years and I feel very well looked after. Each spring she makes sure any necessary tax information is sent to our accountants. If there are any questions, she deals directly with our accountant, responding timely to any questions or concerns, and making sure they have what they need to expedite our tax filing. Petra and her team keep in touch with my accountant to ensure, I am well looked after.

She looks after me in other ways, too: I know that I can contact her whenever I have any questions, and she will get back to me within 24 hours; she does an quarterly review, so I know where I am and keeps me on track; and her relationship-building approach makes me feel comfortable discussing anything that may have a bearing on my finances and I trust that she will do what is best for me.  Her continued vigilance about my financial well-being helps me optimize the use of my money. 

- W. Bryan