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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Tim Henry

    To: Tim Henry
    From: Ward

    "Tim was fantastic in explaining the cover types for a layman and extremely professional with his follow-ups and responsiveness. Would highly recommend."

  • Angela Martyn

    To: Angela Martyn
    From: Christopher

    "Angela takes care to remain abreast of the wide range of issues she advises on. She takes a personal interest in our extended family situation such that I regard her as a talented friend as well as a ..."

  • Simon Bresnehan

    To: Simon Bresnehan
    From: A L

    "Simon has been very helpful in my investment and personal advice on superannuation investment and long term investment"

  • Simon Bresnehan

    To: Simon Bresnehan
    From: Patrick

    "Simon is very accommodating and takes the time to explain things. He is always prompt when following up an enquiry and the presentation of financial plans and documents is of a high standard. I would ..."

  • Lee Fen Goh

    To: Lee Fen Goh
    From: Tara

    "Amazing service very bubbly personality. Thanks again Lee fen Goh. I would highly recomend this to anyone."

  • Tom Davis

    To: Tom Davis
    From: Ross

    "Toms expertise makes your feel at ease with what can be a large investment. You can tell he genuinely has your best interests at heart and I will be recommending friends and family to see Tim for advi..."

  • Michael Spinks

    To: Michael Spinks
    From: Bill

    "An honest, knowledgeable, personable and effective adviser who has gained and maintained my trust. I would have no hesitation in recommending him to others."

  • Mark Prior

    To: Mark Prior
    From: Zach

    "Thanks Mark - You have helped us understand our super and many options available. We appreciate your passion to ensure we are understanding and our overall needs are being met."

  • Michael Spinks

    To: Michael Spinks
    From: Sharryn

    "We have been a client of Michaels for 10 years. Michael has encouraged us to build wealth whilst mentoring us along the way. Michael has helped us build a SMSF to a reasonable level whilst being tax..."

  • Justin Hooper

    To: Justin Hooper
    From: Richard

    "Justin was extremely knowledgeable, insightful and eloquent. He gave me some sage advice without any pressure to buy. I will certainly return to Justin when the time is right to progress with my..."


    From: James

    "7Wealth immediately went to work straight away, I recouped their advice fee within the first month of managing my fund! 7Wealth can breakdown complex financial scenarios into an easy to understand 'do..."

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