James Harris

James and his team were very efficient and easy to deal with. He listened to our needs and helped us act accordingly, which has saved us money. I feel I can trust their advice and am happy to continue our relationship.

Having waited too long to get decent financial advice it was a relief to spend time with James sorting out what we needed to do going forward. He immediately saved us money by sorting out insurances, etc and helped us maximise our super. The process was easy and convenient, and well worth doing. Thanks to all the team!

From the start, James was clearly interested in our situation, allowing us to tell our story first before helping us to define our goals. Only then did he use that information to formulate a very comprehensive plan that will allow us to achieve our financial goals. More than just a financial plan, we now have a clearly defined direction to how we can achieve our dreams of home ownership, supporting our kids and our future plans for retirement.

We were very happy with the professional advice and service we received from James. James always goes above and beyond. Thank you .