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Recent comments from customers to advisers

Recent comments from customers to advisers

  • David Nelson

    To: David Nelson
    From: Tyson

    "David and his team have helped me to look to the future and work with my Family to maximize our business efficiency."

  • Jason Mclaren

    To: Jason Mclaren
    From: Richard

    "Jason provide me with excellent advice on some potentially risky investments. I recommend him to anyone after a conscientious adviser."

  • Amanda Lee

    To: Amanda Lee
    From: Janette

    "Amanda is always available and well prepared when we ask for a meeting regarding issues requiring financial decisions. She and her staff are prompt in replying to emails and telephone calls. Amanda wa..."

  • Amanda Lee

    To: Amanda Lee
    From: Vivienne

    "I found Amanda Lee to be very helpful in our financial matters"

  • David Woolford

    To: David Woolford
    From: Suzanne

    "David conveys very sound and professional advice in my preparation/transition to retirement. David demonstrates the financial projections and different scenarios to the future and explains everything ..."

  • Patrick Mccarron

    To: Patrick Mccarron
    From: Kate

    "Having very limited knowledge of what insurance I needed or what insurance I should have for my family, Pat made the process simple. He has a wealth of knowledge and is always seeking what is best for..."

  • Steven Wong

    To: Steven Wong
    From: Samar

    "Steven has been very helpful, conscientious and thoughtful :)"

  • Damien Daviot

    To: Damien Daviot
    From: Alison

    "Damien has provided me with excellent financial advice regarding my SMSF. He is very knowledgeable and was able to answer my numerous questions with patience and ensuring my understanding."

  • Damien Daviot

    To: Damien Daviot
    From: Loredana

    "Damien was extremely professional and thorougher. We met several times throughout the financial planning process. I didn't feel pressured into anything and was given multiple options to choose what w..."

  • Ryan Walker

    To: Ryan Walker
    From: Melanie

    "Ryan was able to help me find 7 superannuation retirement policies and put them all into one policy for me. Now I have a good amount and very happy to see it all together."

  • Ryan Walker

    To: Ryan Walker
    From: Benjamin

    "We found Ryan to be an incredibly knowledgeable adviser. He shared his own financial story and what he has done to build his own wealth and that of his family. Certainly happy to recommend him to fam..."

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