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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Kim Klein

    To: Kim Klein
    From: Deborah

    "We found Kim extremely helpful, respectful of our aspirations, and very easy to understand with regards to the overwhelming financial world we currently live in."

  • Bruce Chisholm

    To: Bruce Chisholm
    From: Yolanda

    "Bruce has helped myself and my husband select income protection and life insurance which is suitable for us. He explained everything in detail. His very experienced and knowledgeable. Highly recommen..."

  • Anthony Cerantonio

    To: Anthony Cerantonio
    From: Michelle

    "Anthony gives use great confidence that our money is getting invested correctly!"

  • Bruce Chisholm

    To: Bruce Chisholm
    From: Sanin

    "Bruce has assisted my wife and I in obtaining the best possible life insurance policy. His knowledge of this area and the care he took in explaining the various concepts and facets of his advice is se..."

  • Bruce Chisholm

    To: Bruce Chisholm
    From: Darren

    "Bruce's knowledge and experience is of great value to me and my client base. I recommend my clients to Bruce eagerly as I trust in his exceptional breadth of knowledge. In particular I like how consid..."

  • Adam Pontague

    To: Adam Pontague
    From: Lyn

    "Adam genuinely cares about his clients and the people he works with. He communicates well and truly understands what my needs and objectives are. He developed strategies based on my circumstances and ..."

  • Bruce Chisholm

    To: Bruce Chisholm
    From: Colin

    "I required the services of a financial planner to assist me with forthcoming retirement. I am very glad that I was put in the knowledgeable hands of Bruce as he was able to provide me with some very s..."

  • Adam Pontague

    To: Adam Pontague
    From: Abraham

    "Excellent in execution, best in the business!!"

  • David Posterino

    To: David Posterino
    From: Alana

    "I highly recommend David to anyone seeking a financial advisor , he has tailored a plan that has enabled me to meet my financial goals."

  • Hayden White

    To: Hayden White
    From: Tony

    "Hayden, Thanks for your recent advice to review and reduce our life and TPD insurance premiums. Your advice was quick, helpful and most importantly, saved us money on a like-for-like policy. Tony S"

  • Mark Gilliam

    To: Mark Gilliam
    From: Christine

    "I have been very happy with Mark . When I was looking for advice I went to 3 different companies which gave similar advice with my investments and super. Mark was different he treated me with respect ..."

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