Jules McBean

I transferred over to Jules as a result of a business sale to this company a couple of years ago. In that time Jules has been nothing but professional, prompt and explains everything in such a simple way which suits us all given how complex financial planning and superannuation is these days. Highly recommended. 5 stars from me.

We have been clients of Jules for a while now. Thanks to his knowledge and advice with our savings and investments we were able to buy our home 5 years ago, and are now planning for an early retirement. He has provided clear guidance for us every step of the way

Having known Julian now for several years, I have complete trust in his advice and integrity. His knowledge of the field is both broad and detailed, giving me confidence that the proposals he makes are sound and targeted at my best advantage. Not only would I recommend him to others, I have already recommended him to several friends and family members.

I am very happy with Jules looking after my affairs and believe he doing the best always for me. Jules is a very friendly person, easy to do business with and he explains things

in a way it's easy to follow and understand. I would recommend his services to all.