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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Kurt Grainger

    To: Kurt Grainger
    From: Ben

    "Kurt is a great adviser that explains the best options and objectively reviews your current situation that will benefit you not him. no nonsense , sensible advice with excellent customer service to c..."

  • Samuel Simpson

    To: Sam Simpson
    From: Gen

    "Sam came across very professional and competent. He was great at making me feel relaxed about my finances. He took the time to understand my situation and provided me with some advice that tidied up m..."

  • Joseph Meawad

    To: Joseph Meawad
    From: Michael

    "Joe is an amazing and knowledgeable professional who continually goes above and beyond without hesitation. He is very informative and clearly explains all options before we proceed with full transpare..."

  • Jason Mclaren

    To: Jason Mclaren
    From: Amanda

    "I’ve never had an in-depth understanding of the financial world and was worried about not being able to follow and understand the plans made with Jason. I was soon put at ease as Jason took the time t..."

  • Jason Mclaren

    To: Jason Mclaren
    From: Richard

    "It all became clear once Jason had explained the process I needed to follow to ensure my financial security in the preperation for retirement I now have a clear plan and peace of mind."

  • Mark Tyminski

    To: Mark Tyminski
    From: Paul

    "Mark has benefitted our superannuation situation with sound advice and our association has allowed access to reliable funds not available to small investors. Paul 5167"

  • Jason Mclaren

    To: Jason Mclaren
    From: Fiona

    "Jason is fantastic to work with, he has given me peace of mine when to comes to all my financial need for the family. He is always able to be contacted and any questions are always answered in a easy ..."

  • Nathan Cain

    To: Nathan Cain
    From: Abram

    "Nathan was a great help to me when i was injured and off work for an extended period of time"

  • Jason Mclaren

    To: Jason Mclaren
    From: Drew

    "Jason provides strong technical advice in a commercial and easy to understand manner. He is proactive and great to work with. I would recommend Jason with no hesitations."

  • Stephen Nicholas

    To: Stephen Nicholas
    From: John

    "I have been impressed by the proactivity aspect of Stephen and Angela in helping me through some of the complexities. They are tenacious and sooo professional"

  • Rhys Higgins

    To: Rhys Higgins
    From: Julia

    "Rhys has helped me understand my retirement options - especially long service leave implications. We have recommended Rhys to family and friends as we are pleased with the ongoing service and advice."

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