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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Hoa Tran

    To: Hoa Tran
    From: Adam

    "Hoa is very helpful and explains things in a non complex way. Also, quick in response with an answer, when I asked a question."

  • Paul Trosti

    To: Paul Trosti
    From: Stu

    "My wife and I have had Paul alongside us for years now. He adds value every single year and can be counted on 100%. He really knows his stuff and completely gets working with small and medium business..."

  • Nicholas Gyngell

    To: Nicholas Gyngell
    From: Ian

    "I've known Nicholas for a long time now. He's attentive and follows through on a regular basis to make sure I'm on track with my future plans. It's great to have someone I can talk to and trust when i..."

  • Kurt Grainger

    To: Kurt Grainger
    From: Marilyn and Mike

    "Knowledgable and informative recommendations for our portfolio and continues to add value to the portfolio"

  • Kurt Grainger

    To: Kurt Grainger
    From: Bruce

    "All still good after 12 years"

  • Hoa Tran

    To: Hoa Tran
    From: Elechia

    "Hoa is a fantastic Financial planner. Her knowledge and expertise are amazing. We are very pleased with our dealing to date."

  • Luke Smith

    To: Luke Smith
    From: cathy

    "Luke clearly and professionally advised of my options and how best to maximise my benefits within the parameters I gave him. I feel confident that I will reach my retirement goals with Luke's guidance..."

  • Kane Jiang

    To: Kane Jiang
    From: Sandra

    "n/a"

  • Brad Gunn

    To: Brad Gunn
    From: Marc

    "Fantastic communicator with prompt, sensible advice."

  • Nicholas Farry

    To: Nicholas Farry
    From: Steven

    "Nicholas, demonstrates a high standard of knowledge and commitment to our requirements so our targets are reached for our retirement. Steven & Jillene 4306"

  • Kevin McCarthy

    To: Kevin McCarthy
    From: Ian

    "I do not like the idea of an agreement to display any comment or testimonial without it first being discussed at one of our usual personal encounters."

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