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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Anthony Sinclair

    To: Anthony Sinclair
    From: Mark

    "Well looked after and knowledgeable on all aspects we were seeking advice on. We have been kept up to date throughout the process of updating our investments and insurance cover which is much appreci..."

  • David Posterino

    To: David Posterino
    From: Gerarda

    "I am very happy with my experience and the advice that David was able to provide me with. He was very knowledgeable of all the products and am satisfied that my money is well looked after."

  • David Posterino

    To: David Posterino
    From: John

    "David has helped me with retirement planning, and social security to allow me to get a pensioners card.I had low confidence in Financial Advisers until i met David. I am now ready for retirement and w..."

  • Glenn Kerr

    To: Glenn Kerr
    From: Randall

    "My wife and I found Glenn to be genuine, efficient and friendly. We highly recommend him to anyone looking to review their insurance plans."

  • Luke Mase

    To: Luke Mase
    From: Lisa

    "Luke was professional & explained information well"

  • Christopher Neal

    To: Christopher Neal
    From: Susan

    "My husband and I have been going to Chris and the team since about 1998. They have helped us prepare for retirement and now guide us in all areas of managing our affairs. Chris is extremely gifted in..."

  • Andrew Clegg

    To: Andrew Clegg
    From: Faith

    "We first met Andrew Clegg after several years of trying to unravel a self managed superannuation fund created under unethical and immoral circumstances. After losing over half our superannuation Mr..."

  • Phillip Thompson

    To: Phil Thompson
    From: Andy

    "This was the first time we have worked with a financial adviser but Phil was able to explain things in a way that was easy to understand. We would definitely recommend him."

  • Rudy Leong

    To: Rudy Leong
    From: Sandy

    "Punctual, polite ,easy to talk to,never rush through an appointment. Rudy ensures every detail is explained in a way that is are easy to understand and follow, empowering us with more understanding,..."

  • Sean Birch

    To: Sean Birch
    From: Peter

    "Excellent management Excellent advice Always available"

  • Carol Roberts

    To: Carol Roberts
    From: Dianne

    "Very well explained in a short period of time."

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