Stuart McDonald

Stuart has been managing my superannuation and super. pension for many years. When he considers it appropriate to make slight changers and re twig the products the funds are in, he arranges an appointment to discuss the strategy with me and clearly explains the possible pros/cons of it. To date , i have been more than satisfied with the performance In addition we do have regular reviews, to discuss the performance of the funds, and if any of my needs have changed. Outside these, if/when I need to discuss a need to increase my pension or any concerns I have. Stuart makes himself available

Fully confident with Stuart’s advise

I see Stuart annually personally. He has always been flexible arranging the appointment. Stuart has always been well prepared with information regarding my super and investments n explains them to me in plain language. The areas which I needed advice and information on were picked in another question. During the years when I have needed clarification, There has always been an exceptable response time. I have been very ill and Stuart was always patient and caring with his approach during this difficult time often contacting my EPA with progress e.g. changing name of joint shares to my name following my husbands death. All this took up a lot of Stuart’s time n patience with me. I totally trust Stuart’s advice and feel relaxed that my retirement funds are in his hands. Ruth Duncan

I am a self funded retiree, Stuart has been managing my superannuation and financial matters for a number of years. He is able to explain investment matters in a way that an ordinary person can understand and can demonstrate through diagrams and graphs the benefit of changes that need to be made to some investments to maintain performance levels. I have always taken his advice and the benefits show in the performance of my portfolio.