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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Ryan Walker

    To: Ryan Walker
    From: Ryan

    "Had no idea I was eligible for youth allowance! Thanks a million Ryan!"

  • Jason Zanini

    To: Jason Zanini
    From: Michael

    "Jason is a pleasure to work with and provides sound knowledge in an easy to follow way that we feel confident in following."

  • David Nelson

    To: David Nelson
    From: David and Sharon

    "David was extremely knowledgeable in all areas and has been able to save us money, help us with retirement planning and utilize tax efficient strategies. David is very easy to talk to and was happy to..."

  • Liam Price

    To: Liam Price
    From: Adam

    "Liam was extremely helpful in assisting us with our insurances & a review of our superannuation. Liam provided us with tailored insurance solutions that suited our requirements. I would highly recomme..."

  • Carol Roberts

    To: Carol Roberts
    From: Ron and Diane

    "Carol is very knowledgeable,professional and helpful while still being friendly and understanding of our situation. We would happily recommend her services....Ron and Diane"

  • James Fulton-Kennedy

    To: James Fulton-Kennedy
    From: Stephen

    "Easy to understand with very good communication skills most impressed with what was provided and the ease it took to set it all up thanks James for taking time to explain it and getting us a great out..."

  • Mark Prior

    To: Mark Prior
    From: Derek

    "Pleasant knowledge. Great awareness of my circumstances"

  • Scott Haywood

    To: Scott Haywood
    From: Jacqui

    "Scott has been a trusted advisor to me and my family for almost two decades. Scott now also manages the affairs of a number of my friends and professional peers, all with overwhelmingly positive feed..."

  • Liam Price

    To: Liam Price
    From: Julie

    "We meet Liam a couple of years ago. We found him to be extremely knowledgeable. He even helped us make a claim on our old policies which our original brokers who sold us the policy didn’t even know we..."

  • Liam Price

    To: Liam Price
    From: Rae

    "With absolutely no financial or other benefit to himself, Liam fought to have an old superannuation policy reinstated that had been unfairly cancelled by the superannuation fund. He certainly went ab..."

  • Nicholas Cowling

    To: Nick Cowling
    From: David & Rosemary

    "We are very happy to recommend Nick Cowling to our friends for any financial advice. We have been dealing with Nick for 10 years and have never had any concerns with our finances. We have recommended ..."

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