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Recent comments from customers to advisers

Recent comments from customers to advisers

  • To: Karyn Nimmo
    From: Deon

    "Karyn has been a great help in assisting me with managing my Super now that we have decided to live abroad in the medium term. I am confident that my interests will be well taken care of given the int..."

  • To: Jodie Douglas
    From: susan

    "We were listened to with what we wanted or not. We were advised around this, not judged or pushed into any direction we weren't comfortable and completely satisfied with. Our needs were met taking int..."

  • To: Jodie Douglas
    From: Sandra

    "If you are looking for a financial adviser look no further coz you have just found yourself atrue professional who knows how to do her job. She gives her clients advise that is specific to their need..."

  • To: Sacha Burchgart
    From: Vicky

    "Sacha and her team have done wonders in setting our family up with financial stability, assisting with insurances, setting up a SMSF, purchasing an investment property, estate planning and budgeting. ..."

  • To: Jason Weir
    From: Debbie

    "Totally trustworthy and honest, and explains everything in an easy to understand way - I highly recommend using Jason's services to set yourself up ready for retirement and general financial advice."

  • To: David Armstrong
    From: Colin

    "David is always very helpful, explains situations clearly and usually helps me to feel positive about my investment strategy. Giving me his undivided attention for the duration of the visit is always..."

  • To: Naomi Alletson
    From: Anne

    "Naomi is excellent to work with and has helped both my partner and I in planning for our retirement. Naomi is very knowledgeable in all areas and will give you the best advice for your situation and ..."

  • To: Jason Cook
    From: Kathy

    "Jason makes me feel very comfortable when I'm talking to him, he's genuinely interested in me, my health, my family. If I do not understand what he's said I ask him to explain and he's happy to do tha..."

  • To: Sacha Burchgart
    From: Rosie

    "Sacha has played an integral part in setting up our company structure and also advising us on the best way to manage. She has also advised and seen through the implementation of insurances and an SMSF..."

    From: Corey

    "Warm, friendly and knowledgeable professional with a genuine passion and talent around helping expats structure their investments in a tax effective fashion. Have thoroughly enjoyed and appreciated t..."

  • To: Suzanne Johnston
    From: Noel

    "Suzanne is reliable, honest, and her integrity is without question. Suzanne can be trusted to work in her clients' best interests."

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