Tim Lee

Tim gave my wife and I advice in a plethora of areas, starting with cash flow, mortgages and superannuation and going all the way to investing our funds in complex instruments in order to achieve our financial goals in the short, medium and long term. We were blown away by the level of detailed planning which was approached in a both holistic and granular manner; no piece of information was left behind, and Tim took all the information we provided and efficiently assembled it in an understandable path we could follow forward. He was also happy to make as many changes as we required to align our goals and make them achievable while giving us as much living comfort as we wanted.

Tim has been highly responsive, knowledgeable, thorough and dedicated to helping me and my husband achieve our financial goals. He has also referred us to professionals in other areas like accounting, then made our lives easier by liaising with them directly to ensure alignment and up to date information. We trust that Tim will continue to look after us and are confident recommending him to others.

We are a young couple who recently returned to Australia after living overseas for a few years. We needed some structure and a financial strategy put in place for a number of different assets, short term and long term financial goals. Tim spent a lot of time explaining different scenarios with us and empowered us with the knowledge we needed to feel comfortable to make decisions based on our goals. He is always available to discuss any personal financial questions we have which we really appreciate.

Tim has given me excellent advice in areas including property investment, share investment, superannuation, budgeting. I received Tim's full care and attention.