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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Brett Tilley

    To: Brett Tilley
    From: Constance

    "Will always take the time to explain to us and help us understand the financial jargon, to enable us to make choices for our future."

  • James Menezies

    To: James Menezies
    From: Jacob

    "Jacob 6230. James is very knowledgeable and approachable. He was able to help with everything i needed and exceeded expections. Would to family and friends."

  • Brett Tilley

    To: Brett Tilley
    From: Vladimir

    "Brett is an honest, knowledgeable,friendly expert in his field"

  • Robert Syben

    To: Robert Syben
    From: Graeme

    "Robert has a very friendly personality, he is very approachable and is always willing to assist. I am very comfortable trusting my financial matters to his care."

  • Nerida Hicks

    To: Nerida Hicks
    From: Kaylene

    "Nerida provides easy to understand advice and has greatly assisted my financial situation. I highly recommend Nerida to anyone seeking Financial Advice. Kay 2541"

  • Joshua Pennell

    To: Joshua Pennell
    From: Richard

    "Josh has been my / our trusted advisor for 6+ years now and has always been exemplary in his service, response, recommendations and care when it comes to our finances, planning and advice. It's like i..."

  • Nicholas Kourouvanis

    To: Nick Kourouvanis
    From: Sharon

    "We always enjoy an appointment with Nik as he easily explains things and he is always obliging and helpful we come away knowing how we will approach the coming year and knowing which track we are on ..."

  • Angela Martyn

    To: Angela Martyn
    From: Peter

    "Very Happy with advice that Angela has provided to us regarding investments, etc"

  • Nerida Hicks

    To: Nerida Hicks
    From: Gary

    "Excellent service ."

  • Stephen Lewis

    To: Stephen Lewis
    From: douglas

    "since I was made redundant steven has given us good finaciel advice and is a great person to do money matters with doug 2680"

  • Bruce Chisholm

    To: Bruce Chisholm
    From: Ian

    "This would be the most professional service we have ever received. Bruce is extremely easy to talk to and takes plenty of time to discuss any topics that you are unsure about. This was the first ti..."

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