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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Nicholas Kourouvanis

    To: Nick Kourouvanis
    From: Christina

    "Nick is very understanding of the needs that are required for us. He is very professional and easy going. He does a lot of preparation beforehand so that we fully understand our current situation."

  • Muhammad Amjad

    To: Imran Amjad
    From: Annie

    "Nice to have someone contact me about my policy after 20 years"

  • Luke Marshall

    To: Luke Marshall
    From: Peter

    "We had not met Luke before but were referred to him by Kris from KDM. He proved to be knowledgeable and quickly grasped our needs and goals. He was able to design a 12 month to two year plan to redu..."

  • Carol Roberts

    To: Carol Roberts
    From: stephen

    "down to earth genuine and sincere person should be more like her in the world"

  • Scott Smith

    To: Scott Smith
    From: Barbara

    "Scott has always been very helpful in explaining all the pros and cons of any finances or investments. Friendly and easy to comunicate with. I am very happy to recommend him as an adviser."

  • Brett Tilley

    To: Brett Tilley
    From: Ken

    "Brett speaks clearly and knows how the markets work and what my requirements are for a secure retirement."

  • Nav Singh

    To: Nav Singh
    From: Conrad

    "Good as usual I would ask for a better advisor"

  • Nav Singh

    To: Nav Singh
    From: Eva

    "Nav explains to me very well, how should I deal with you financials and to be better in future."

  • Rick Atkinson

    To: Rick Atkinson
    From: christopher

    "rick, right from the beginning, has always been attentive to our present and future needs, his advice has been invaluable in establishing our goals and wealth for retirement."

  • Kent Thomas

    To: Kent Thomas
    From: Lynda

    "I have known Kent as an ANZ staff member for a few years and as a customer for the past 7 years. He is a very genuine and caring person. He is very thorough in his preparations at all of our meetings...."

  • Carol Roberts

    To: Carol Roberts
    From: Marilyn

    "I needed financial advice when a family member was entering a nursing home. There is so much to take into consideration that accurate advice is essential."

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