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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Luke Smith

    To: Luke Smith
    From: Geoff

    "Luke provides support and accurate advise for planning my investment and future growth. Luke is always proactive to ensure the most up to date is communicated and always available to clarify any situa..."

  • Jordan Ryan

    To: Jordan Ryan
    From: Jessica

    "Jordan was extremely professional at all times. He was excellent at explaining all insurance types to me and my husband. I strongly feel he has found the best insurance that suits my family and our si..."

  • Mark Prior

    To: Mark Prior
    From: Russell

    "Very happy with the advice and level of service provided."

  • Robert Warry

    To: Robert Warry
    From: Jeff

    "Robert is a professional with excellent knowledge in his field, and I would highly recommend him to anyone."

  • Paul Farrington

    To: Paul Farrington
    From: Bill

    "Paul has been very helpful in arranging our financial affairs"

  • Nathan Brophy

    To: Nathan Brophy
    From: Matthew

    "Good to know that Nathan is looking after our interest in reaching our financial goals for retirement, explains things in a way which are simple to understand"

  • Michael Rizzo

    To: Michael Rizzo
    From: Sarah

    "Michael has gone out of his way to assist me. His professionalism, advice and care is invaluable. I feel at ease knowing that Michael is helping me to look out for my future in every aspect of financi..."

  • Robert Warry

    To: Robert Warry
    From: Jenny

    "Rob is very knowledgeable and has helped us setup our SMSF, insurance requirements and investment portfolio. He's been fantastic in steering us through the extensive paperwork requirements and trust..."

  • Lee Fen Goh

    To: Lee Fen Goh
    From: Wendy

    "Lee Fen has helped look after my financial needs over a significant period of time now. It gives me total peace of mind knowing that my future is being prepared for strategically and continues to be c..."

  • Robert Warry

    To: Robert Warry
    From: Maria

    "Robert has been my financial adviser for over 7 years now. He helped me establish a self managed super fund and with his advice he continues to help me manage it. During changes in the economy or gov..."

  • Lachlan Baker

    To: Lachlan Baker
    From: Jenny

    "I feel that we have a much better structure fir our finances and a secure plan for our future. I would be very confident to recommend lachlan to friends and family"

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