Stavros Lambou

My wife and I are lucky that we found Steve to setup our financial plan for our retirement. Before we both retire from our work, we have been shopping around for financial planners and talking to few of them for their financial advise. But just on our first meeting with Steve, we immediately felt comfortable discussing with him our financial goals and what we hope to achieve for our retirement. His friendly personality and ability to make us understand those complex financial matters which are very new to us, made our decision to trust him with our retirement plan easy and without hesitation. He was very thorough and patient with us in going thru all those documents and requirements and he always updated us on the progress. He always try to respond quickly to each query and sends us a message that he will reply later when he is busy. The setting up of our Account Based Pension for my wife and I took quicker that we expected. We were actually on our overseas holidays when the transfer of our Super Funds to the Pension Accounts were happening and we were worried that if there were any issues, we will not be able to attend to them quickly. But Steve assured us that there should not be any problem and he was updating us of the progress. We were so impressed because the first income from our Account Based pension actually went to out bank account while we were still on our holidays. Now, we have peace of mind and started enjoying our retirement knowing that our financial goals are in place.

We will definitely recommend Steve to our friends, relatives and anyone when they are looking for a financial planner that they can trust.

I was referred to Steve through my son when I was approaching retirement age. Since our initial interaction and his guidance through the myriad of forms and requirements, I have had total trust in Steve and his advice and recommendations. He has responded quickly to each and every query and maintains a professional yet friendly demeanour when speaking to him. I would have no hesitation recommending Steve to any of my friends and family.