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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Mark Opie

    To: Mark Opie
    From: Cathy

    "Before I met Mark, my finances were disorganised and my superannuation was a mystery to me at a time when I needed to be preparing for retirement. Mark helped organise my fInances, sort my super and a..."

  • Mark Opie

    To: Mark Opie
    From: Barrie

    "Mark is a very friendly and knowledgeable advisor. He has provided excellent investment advice and has always been up front and open in explaining fees and charges, as well as risks and potential ret..."

  • Simon Podesta

    To: Simon Podesta
    From: Helen

    "We have been extremely happy with the service provided by Simon to review our current insurance plans and superannuation funds. He explained in detail as to what changes he recommends which will help..."

  • Mark Opie

    To: Mark Opie
    From: Bronwen

    "Very satisfied, & would make a more helpful comment if it were only for performance appraisal, however, I decline permission to publish comment on website."

  • William Bracey

    To: Bill Bracey
    From: Ken

    "Bills advise is honest , straight forward , he puts it in blunt terms that is clear. Over the past 20 yeasrs ive been well guided by Bill"

  • Angela Martyn

    To: Angela Martyn
    From: Jennifer and Robert

    "We have been clients of Angela for many years, and could not be more happy about the time given to explaining our investments and the advice we are given. She is always available to contact with quer..."

  • Mark Opie

    To: Mark Opie
    From: Kevin and Mary

    "Mark has been our saviour if only we had him years ago. He is so helpful nothing is too hard or a problem, he has helped us so much with our finances , Super and any paperwork we have found difficult...."

  • JAMES HARRIS

    To: JAMES HARRIS
    From: Brent

    "It wasn't until I used an adviser that I realised the risk I was putting my family under. I thought I was appropriately insured and had my super invested in the right areas. James helped me by both ..."

  • Mark Opie

    To: Mark Opie
    From: Jeff

    "I have found Mark to be easy to talk to and he always responds quickly to any queries I have. I have been very pleased with the solutions he has provided me with and will definitely recommend him"

  • Mark Opie

    To: Mark Opie
    From: Alan

    "Mark is very easy to talk to & always responds to any queries i may have. His knowledge & expertise is very much appreciated."

  • JAMES HARRIS

    To: JAMES HARRIS
    From: Anna

    "We have found James advice for our future retirement down to earth and he is available always for advice and queries. We highly recommend James to all our friends to help in achieving their financial..."

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