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Recent comments from customers to advisers

Recent comments from customers to advisers

  • To: Nicholas Christou
    From: nick

    "Mr Nicholas Christou is a very competent financial adviser.Following a statement I made about my concern about transition to retirement and the tax implications if I commenced a casual job , Nicholas immediately researched and came back with advice.This was much appreciated and put me quite at ease.I did not even have to request his services as he went ahead to find out the tax implications for my scenario.That is the mark of a true professional."

  • To: Scott Haywood
    From: Adam

    "He was very helpful as I have little understanding of my Centerlink Entitlements."

  • To: Michael Basset
    From: Alessandro

    "I have found Michael to be very knowledgeable and prompt. Has always made himself available as needed. Takes the time to understand me and has provided options that have added value to me. Very professional with his dealings."

  • To: Michael Basset
    From: Aaran

    "Michael was able to point out the problems with my life insurance policy straight away and informed me of the issues that I wasn't aware of. He took the time to correct everything and I'm now much better off with my new policy thanks to him. "

  • To: Adam Douglas
    From: Jennifer

    "From our first meeting Adam was very understanding and helpful with our questions and also our needs. He was very professional but also very down to earth which made our inquiries all the more informative and relaxed. Nothing was too much trouble for him, he returned calls promptly and was always very friendly in his approach. I would have no hesitation in recommending Adam to anyone needing financial help, and we will certainly use his services in the future, Jen and Dale "

  • To: George Pereira
    From: Shahan

    "George was extremely helpful, going through all relevant details suited for me. I would highly recommend George to anyone needing a financial planner. "

  • To: Hugh Robertson
    From: Andrew

    "Hugh has been responsive to our needs and requirements. His advice is always honest and aimed at meeting our needs. "

  • To: Naomi Horobin
    From: Alan

    "Naomi, Bridgeport and its predecessors have provided us with excellent service over the past fifteen years."

  • To: Mark Tyrell
    From: Katherine

    "We've been going to Mark for the last few years now and he makes a long-term commitment to his clients. Mark educates his clients along the way empowering them with the knowledge required to make informed decisions about their financial future without pressure. He always makes himself available to us at any time that we have any question/concern."

  • To: Vincent O'Neill
    From: Sally

    "Vincent was recommended to me by a close friend and I thank the day she did. Vincent is much more than a trusted adviser. Along with his wonderful ability to explain and steer you through many processes, he also has great insight, empathy and humour. I couldn't wish for a better financial adviser. Vincent is simply outstanding in every respect."

  • To: Andrew Keese
    From: Allan

    "I have found Andrew always to be of a friendly nature and most approachable to discuss any financial situation and he provides very good professional advice for which I feel I can take on board with every confidence and have a successful outcome. "

Superannuation Industry and Retail super and SMSFs, what's that all about?

Superannuation Industry and Retail super and SMSFs, what's that all about?

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