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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Darren Thompson

    To: Darren Thompson
    From: Michael

    "My wife and I find Darren very friendly, understanding and approachable. He is always quick to respond to any questions we may have about our finances."

  • Kurt Grainger

    To: Kurt Grainger
    From: Lois

    "I have always felt very comfortable with Kurt as he explains things completely and doesn't rush through the appointment. He is always happy to answer any questions along the way"

  • Aaron Mcinnes

    To: Aaron Mcinnes
    From: Leeanne

    "Aaron has done a fantastic job of providing us with support in organising our finances and preparation towards retiement."

  • Christopher Holme

    To: Christopher Holme
    From: Jodi

    "Chris has been great to keep us on track with our end goals and offers options for us to choose that we are most comfortable with to achieve these goals in the quickest time possible with very little ..."

  • Aaron Mcinnes

    To: Aaron Mcinnes
    From: Matthew

    "Aaron has been incredible to deal with. Throughout our first meeting he was able to effectively inform me on how to better strengthen my financial future."

  • Aaron Mcinnes

    To: Aaron Mcinnes
    From: Daniela

    "Aaron has been extremely helpful in assisting us to combine our Super and put it into Shares to enable growth. His advice around finances in general is great and provides a wealth of knowledge and han..."

  • Aaron Mcinnes

    To: Aaron Mcinnes
    From: Shane

    "Aaron is great to work with and I have recommended him to many of my friends and work colleagues"

  • Michael Batten

    To: Michael Batten
    From: Michael

    "Michael's advice is thorough, client focused and relevant. Professionalism that is always bought with a friendly smile."

  • Aaron Mcinnes

    To: Aaron Mcinnes
    From: Sarah

    "We are very happy with the service and expertise Aaron has provided us. We look forward to continuing working with him and his team in order to reach our goals and keep working hard on our finances"

  • Craig Phillips

    To: Craig Phillips
    From: Peter

    "I felt confident he knew what he was talking about..."

  • Anthony Simpson

    To: Anthony Simpson
    From: Brett

    "Nothing was too much trouble I received first class service."

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