Brendan Stone

Brendan and his very helpful team have helped my wife Cindy and I for many years now,. Their vast knowledge and expertise has helped us move seamlessly from accumulation phase to pension phase. A special mention to Amy Matenga for her assistance and efficiency when helping us through the paperwork. It is good to know that Brendan and his team are keeping an eye out on our financial situation at all times.

Brendan has been working with us for many years. During this time, he's advised us on how best to build wealth for retirement, and then retire with the income we need to ensure we've lived very comfortably throughout retirement. He is now able to help us with the next stage of our lives - downsizing our home to move to a retirement village and advise us on the best way to support this financially.

Brendan has always shown us with great clarity the best way to organise our finances for the best possible results. He's always been incredibly knowledgeable and approachable, and we would highly recommend his services for anyone who wants what we have, confidence that you have someone who will always have your best interests at heart, and who will guide you in an empathetic and supportive manner toward the right outcomes.

I have been happily working with Brendan for many years now. As a busy professional, I came to realise long ago that, if I was going to reach my financial potential, I was going to need to partner with a specialist in this field to achieve this. I’m extremely grateful that I chose to partner with Brendan. Firstly, he understands me and my needs very well, and actively works with me to make sure I’m on track to achieve my goals.

He always has his eye on the ball, and gives me great confidence that what I’m working hard to achieve in my professional life, will ultimately result in the financial outcomes I want in the future. He is always well prepared for our discussions, and brings to the table the best in contemporary knowledge and clear direction.

He is also well supported by a terrific team who I know I can talk to any time and are very professional, knowledgeable and responsive. I can’t recommend Brendan and his team highly enough!

Brendan, and I have been working together for twenty years. When we first meet he was with Noel Whittaker and M'Naught. He told me he was going into his own business I was glad to follow him. He knows his stuff, I recommend him highly. Andrew.