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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Hugo Sampson

    To: Hugo Sampson
    From: Julie

    "Hugo is both a coach and a mentor to us in this space. He is engaging and tailors his communication in a way that we understand. We respect his knowledge and experience. Thank you Hugo!"

  • Richard Westcott

    To: Andrew Westcott
    From: Deana

    "Andrew, while being very professional shows great personality and friendliness. Makes discussing topics very easy."

  • Patrick Hancock

    To: Patrick Hancock
    From: Carroll

    "Very happy, happy, happy."

  • David Armstrong

    To: David Armstrong
    From: Bill

    "David very supportive"

  • Kent Thomas

    To: Kent Thomas
    From: Peter

    "Kent is an excellent Financial Adviser, who always provides the best service possible to his clients. He's backed up by a knowledgeable professional team, who compliment his skills and who help delive..."

  • Gianna Salvestro

    To: Gianna Salvestro
    From: Deb

    "We are very happy with the financial planning service provided by Gianna. Our financial affairs needed a major overhaul as we are approaching retirement. Gianna tailored a plan for us that was easy t..."

  • 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..."

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