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Recent comments from customers to advisers

Recent comments from customers to advisers

  • To: Phillip Thompson
    From: Louise

    "Very good first meeting, and I am confident that I will receive sound impartial advice in months to come."

  • To: Neil Hawkins
    From: Martin

    "I just wanted to write and say a big "Thank You", to you in particular and your team. My Wife and I have been using your expertise and advice for a number of years now. We have always appreciated your professional approach, expert knowledge and attention to detail. Throughout this time you have always kept us up to date with trends and /or factors that may affect our portfolio. To any potential clients, I would have no hesitation in recommending you and your team for any of their financial needs! Keep up the great work. I look forward to our next one on one meeting. Again, thank you for your ongoing support."

  • To: Ray Ong
    From: S

    "We finally took the step to see a financial planner to help us with insurance and Ray was great! Clear in his explanation so we could understand it better. Would definitely recommend Ray to family & friends."

  • To: Robert de Lepervanche
    From: Mel

    "Rob has been managing my funds for several years and I have the utmost trust in his strategies to best assist me through my retirement years. His honest and friendly manner give me peace of mind during all discussions and meetings and I feel positive that he shall continue to fulfil his role as my financial adviser into the future with my best interests in mind. I would gladly recommend Rob's services to family and friends. "

  • To: Brendan D'Arcy
    From: Alisha

    "I was pleasently surprised at how thorough Brendan was while explaining my future super investments and life insurance options. I really felt as though Brendan briefed me on all the available choices and allowed me to make my own choices confidently. "

  • To: Justin Mitchell
    From: Jerry

    "Justin is competent and all ways carries out his business with me in a professional and friendly manner."

  • To: Les Hayward
    From: Dennice

    "Les was wonderful helping us with a difficult claim we had. His knowledge, expertise and patience were brilliant, he kept us informed all the way and was very understanding with our life changing situation. Would definitely recommend Les over and over. He really did go the extra mile for us and we are very lucky to have him on our side. A big thank you Les. Den 6271"

  • To: Nigel Ruge
    From: Gary

    "Nigel has been my sole financial adviser for over 5 years. He has always provided effective advice with my best interests in mind. Gary"

  • To: Robert de Lepervanche
    From: Garth

    "integrity is a big thing with Robert and you can see this when dealing with him"

  • To: Rob Pyne
    From: Meg

    "Rob always available to answer any queries and advise on what needs to be done."

  • To: William Bracey
    From: Anna

    "I now have a new plan to eliminate debt , and build wealth , and plan for retirement . I now feel like im in control of my future , and thats important as a single female .I now feel via Bill i have a trusted adviser , i was referred to Bill by a close friend ."

Infographic Financial Advice - What you need to know

Infographic Financial Advice - What you need to know

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