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Feature ProfileSam Robinson

Feature ProfileScott Malcolm

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Recent comments from customers to advisers

Recent comments from customers to advisers

  • To: James Allen
    From: Claude

    "James has always maintained a strong professional approach and has gone out of his way to help me in some delicate financial matters, based on his knowledge he is a person you can trust for any financial situation. Thank you James. "

  • To: Brendan D'Arcy
    From: Danielle

    "Thank you, Brendan, for researching and presenting clear options for my insurance protection needs. You took the time to step me through scenarios and were patient with all the paperwork. I feel comfortable knowing my family will be protected in the event of adversity with a quality insurance product. Your expertise was evident and advice appreciated. I'll happily recommend you to family and friends."

  • To: Matt Hilditch
    From: Greg

    "Matt's down to earth approach enabled my wife and I to easily understand the transition from an industry superannuation fund to a personalised managed fund giving us confidence in our financial future."

  • To: Matt Hilditch
    From: Kerrie

    "Matt has always been extremely helpful and quick to respond to any requests for information or assistance. He responds with easy to understand information."

  • To: Jeffrey Harris
    From: Jonathan

    "Jeff has provided active help to manage our Super annuation and Savings account before expatriation. I was impressed by his expertise and can do attitude. I vouch he is focus in providing expert advice and services and meeting his objectives. Jeff is a pleasure to deal with and always happy to support beyond his scope and help out wherever possible. I highly recommend Jeff without reservation. Best finance adviser in town with a great futur ahead."

  • To: James Jagodnik
    From: Kees & Diny

    "My wife and I are very satisfied with James"

  • To: Brendan D'Arcy
    From: Elena

    "Brendan advised the insurance policy the most suitable for my budget and circumstances. Thank you."

  • To: Matt Hilditch
    From: Daniel

    "Matt Rocks!!!! He knows what his is talking about. "

  • To: Matt Hilditch
    From: Robert

    "I have used Matt, particularly for my superannuation and insurance needs, for a number of years and highly trust his advice."

  • To: Charles Ellul
    From: Gerard

    "I found Charles extremely easy to talk to and he was not pushy at all He provided some great advice and resources to me to help guide me in the right direction. Thanks Charles"

  • To: Paul Giordano
    From: Curtis

    "Paul is enthusiastic and professional, he took time to understand our current situation and goals. He is genuine and made an effort to get know us personally to provide the appropriate advice for our needs. Results achieved so far (~18months) have been above our expectations, especially considering recent market movements."

Robo Advice Are you thinking of having your money managed by a "robot"

Robo Advice Are you thinking of having your money managed by a "robot"

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