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Recent comments from customers to advisers

Recent comments from customers to advisers

  • To: Judy Power
    From: John

    "Judy provides professional advice that meets our needs and goals in a clear way and always follows up any actions efficiently"

  • To: David Rose
    From: bill

    "David takes a sincere interest in his clients and is always professional, confident in all he does. He is always willing to take calls and assist."

  • To: Brett Evans
    From: Leigh

    "Extremely happy with Brett's professionalism/expertise and advice to date and have referred several potential clients to him accordingly."

  • To: Tom Davis
    From: John

    "All matters are explained in detail, and it's nice to have the confidence that someone is working for me."

  • To: Jenny Kam
    From: Richard

    "Jenny has been my financial planner for several years now. During that time I have found her to be not only an astute and knowledgeable judge of financial matters, always being aware of statutory and ..."

  • To: Ben Wieland
    From: Ashleigh

    "Ben helped myself and my partner take one of the most positive steps in our life, and that was to start actively investing our super as well as take control of our overall finances. Ben explains our f..."

  • To: Rhys Higgins
    From: Michelle

    "Rhys has really helped my family get a good handle on our finances and our plans for the future. We like the fact that he provides regular reviews of our portfolio and long term goals. We have also b..."

  • To: Rhys Higgins
    From: Danial

    "I was referred to Crest and I have appreciated his honesty and advice. He has helped me decide how to best invest some money inherited for my children. This will provide for their immediate and long ..."

  • To: Colin de la Nougerede
    From: Royco

    "Colin gave me very comprehensive advice. Thank you. An amazing service"

  • To: David Loughnan
    From: Lisa

    "As I had approximately 15 years left of my working life and I had a defunct Self Managed Super fund, I needed help in seeing how the future was going to work for me financially and how I could look af..."

  • To: Lachlan King
    From: Sonia

    "He was a great support during a very stressful period. We are now in a much more comfortable position due to his advice. The support staff at Octane Partners are excellent to deal with. I would hig..."

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