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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Troy Gudgeon

    To: Troy Gudgeon
    From: Glenn & Deborah

    "Happy with the service provided so far"

  • Kyle Brown

    To: Kyle Brown
    From: Jennifer

    "Kyle is able to give expert financial advice in a warm and friendly manner. Kyle took time to understand my needs and checked his interpretation with me at different stages. I felt listened to and ver..."

  • Murray Thorpe

    To: Murray Thorpe
    From: Leigh

    "Murray is very easy to deal with and has a professional attitude towards helping me with my finances. Every thing is explained very clearly for me to understand. Top bloke too!"

  • Mark Bastiaans

    To: Mark Bastiaans
    From: Rachel

    "My partner and I came to Mark to discuss our personal superannuation funds and to also discuss the options for our surplus cash-flow following repayment of our mortgage. We were very impressed with th..."

  • Phillip Thompson

    To: Phil Thompson
    From: Helen

    "I was provided with clear, straightforward advice. Advice was in explained using plain English that a non-expert like myself could absorb and understand. Phil Thompson is certainly an expert in th..."

  • Haydn Gannon

    To: Haydn Gannon
    From: James

    "Very professional and overall a great experience"

  • Reine Clemow

    To: Reine Clemow
    From: Tim


  • Phil Alvaro

    To: Phil Alvaro
    From: Jordan

    "Phil and his team are very professional in all the work they do. Phil always puts the clients needs first and has a friendly yet knowledgable approach in providing an excellent client experience."

  • David Ramsay

    To: David Ramsay
    From: Mark

    "My wife and I have been advised by David for 25 years. We have seen him build up a successful advice business over that time, always focused on ensuring clarity around our goals and taking a measured,..."

  • Paul Giordano

    To: Paul Giordano
    From: Regina

    "I love Paul and Alana."

  • Lyle Vinter

    To: Lyle Vinter
    From: Allie

    "Very professional and made things easy to understand. Took a lot of stress out of trying to organise my financial situation"

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