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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Steven Clarke

    To: Steven Clarke
    From: Jordan

    "Excellent service and professional team assisiting with my future goals and current superannuation situation, I highly recommend."

  • Riley Abbott

    To: Riley Abbott
    From: Frank

    "Riley is an engaging and professional adviser who is attentive to his clients needs. He provides common sense, practical solutions to benefit our financial security and demonstrates genuine interest ..."

  • Matthew Woolford

    To: Matthew Woolford
    From: Barbara

    "Matthew is very helpful and understanding. His integrity,patience, and understanding is to be commended and as an elderly client, I have complete faith in his decisions and guidance handling my finan..."

  • Luke Smith

    To: Luke Smith
    From: Beth

    "Luke is very approachable but also professional . He explains complex issues in a way which I can understand. I trust him ."

  • Robert Greig

    To: Robert Greig
    From: Sophie

    "I am really happy with the investment advise i have received from Robbie. He is always available to answer any questions that I have and is excellent at explaining things in a way I understand."

  • Mark Prior

    To: Mark Prior
    From: Lyn

    "We like the fact that we can come and see Mark & it feels like he is a personal friend. However he manages to impart his financial knowledge to us & advise us."

  • Patrick Hancock

    To: Patrick Hancock
    From: Marlene

    "Happy with everything!"

  • Robert Greig

    To: Robert Greig
    From: Carolyn

    "Robert has helped me consolidate my portfolio and get my financial planning right back on track. His communication is always clear and he is always available to answer my questions. I find him very ..."

  • Robert Greig

    To: Robert Greig
    From: Tom

    "Wouldn’t want anyone else looking after mine or my families super. Always helpful and very informative. Would highly recommend"

  • Andrew McPherson

    To: Andrew McPherson
    From: Ella

    "It was a pleasure to catch up with Andrew today for my "financial health-check" and to review and reset my personal goals and targets for the year."

  • Steven Clarke

    To: Steven Clarke
    From: Martin

    "Steve was great helping my wife and I with organising our super to benefit us later in life. Extremely knowledgeable, no stress and a hassle free experience. Would highly recommend Steve to anyone."

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