Dale Barratt

My wife and I have been considering the prospect of retirement in the next couple of years, wondering if and how we could achieve this and have a reasonable lifestyle.

We decided to reach out to Dale to assist us and provide us with a financial plan for our retirement.

Dale was great, he took the time to actively listen and understand our financial requirements and retirement priorities and took us on the journey in simple, easy to understand language that made us feel at ease and excited.

At our subsequent meeting, Dale presented us with the documented plan that was carefully explained to us to ensure we understood all recommended options. We had the opportunity to ask questions which provided further reassurances that we were on the right track.

Throughout the process Dale was available by phone and email to clarify our ad hoc queries.

Our engagement with Dale has left my wife and I comfortable about our financial future and prepared for retirement. We look forward to our continued relationship as we progress towards retirement.

Thank you, Dale, we greatly appreciate the time and effort you’ve put in.

Kimon & Gillian

My wife and I were lucky enough to engage Dale back in 2022,our objective was to get help on all financial aspects related to forging a solid retirement plan which included support in dealing with banks, taxation and Centrelink. Dale listened intently and delivered a comprehensive detailed SOA plan that covered all aspects of what we had discussed. So our plan was enacted. However life's journey through up an unforeseen challenge in sadly losing my wife. During this event Dale reached out and showed empathy and compassion in guiding me through and taking care of my financial status during these extremely tough times , so a very special thank you for going above and beyond what I ever expected from a financial adviser. Most recently I have once again called upon Dale and Rachael to guide me through the need to update my plans - Given my Journey I have confidence and no hesitation in recommending Dale and Rachael.

Dale was extremely helpful for us and set out a clear and precise plan for our retirement. He was able to answer all our questions. We came out of the meetings feeling very happy and confident for our future. We would definitely recommend Dale to friends family and colleagues.

Dale was introduced to me by a former work colleague, I've recently opted out of my SMSF and transferred my Super back into Australian Super. Dale provided me with some exceptional support during the transition process and recently with our Statement of Advice. Dale has been instrumental in providing us a very clear understanding our Financial future and we feel so much more comfortable with his recommendations. Thanks heaps Dale, we're grateful and appreciate your work and guidance in all aspects of wealth management, including Wills and other housekeeping topics. Frank and Vanessa.