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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Sean Nigh

    To: Sean Nigh
    From: David

    "Sean always responds directly to our needs and tailors his advice in our best interests."

  • Peter Campbell

    To: Peter Campbell
    From: Shaun

    "Peter is an absolute genius. He has changed our lives in so many ways with his ability to explain to us where we were at financially and then make a plan for our future within a 3 week period. His abi..."

  • David Dall

    To: David Dall
    From: Trish

    "David has been a trusted family financial adviser for many years now. He is always approachable, friendly, informative and easy to work with. Any queries are dealt with promptly and efficiently. I wou..."

  • Andrew Akuoko

    To: Andrew Akuoko
    From: Lee

    "Andrew has provided great information and advice in management of our superannuation savings, as we move from a SMSF to a combination of investment strategies more suited to our retirement requirement..."

  • Apostolos Katranis

    To: Paul Katranis
    From: terry

    "paul made us feel very comfortable and had confidence in the information and advice he was giving us. always took his time explaining everything very clearly. we are happy we made the decision to sit ..."

  • Aaron Mcinnes

    To: Aaron Mcinnes
    From: Caitlin

    "Aaron is fantastic, a wealth of knowledge and experience. No question is too silly and everything is broken down in a manner that is logical and practical. I trust that the health of my wealth is in..."

  • Adam Wade

    To: Adam Wade
    From: Carolyn

    "Adam took the time to educate me in regards to my finances and how best to achieve my financial goals. This education was incredibly empowering and I am very appreciative of how he has set me up for f..."

  • Aaron Mcinnes

    To: Aaron Mcinnes
    From: Rebecca

    "Aaron has been an integral part of our financial growth process and we would not be in the position we are now without his expertise. Handling both personal and business affairs has been seamless with..."

  • Murray Nicol

    To: Murray Nicol
    From: Larry

    "We have been working with Murray for the last 5 years, during that time our needs & goals have evolved and Murray has been key to helping us articulate our objectives and then set financial (& other) ..."

  • Timothy O'connell

    To: Sean O'connell
    From: Karen

    "You certainly made it a lot easier to discuss money matters than I would have thought possible - being an absolute novice with anything apart from household budgeting. The plan settled upon is one I a..."

  • Rory Mackenzie

    To: Rory Mackenzie
    From: Lisa

    "Rory was fantastic through our claims process. Very thorough."

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