James provides me advice about my superannuation matters. James is always able to explain things to me in a clear way. Through James's knowledge and experience, I feel very confident that the advice given is right for my needs. I always receive James's full care and attention when I need it.
James advice has been well grounded and clearly communicated from the start. He has presented unique and imaginative solutions and opportunities. He's a safe pair of hands
James was incredibly helpful with regards to the transition of our SMSF, personal life and TPD insurance's and overall projected savings advice. His knowledge and experience within all these matters was very clear and concise which made it very easy for my partner and I to make prompt decisions and all for the better. I have already highly recommended James to my other colleagues who have all praised him for his great work and advice on many financial matters.
James has given me advice in areas including loan products, super funds, shares and investments and personal insurance. James was usually able to explain things to me in a clear way. Through James's knowledge and experience, I feel confident that the advice given was right for my needs. I usually receive James's full care and attention when I need it.
James, is always very happy to see us. He is very approachable and follows through on every thing we ask of him, which has been varied. He is very personable, knowledgeable on all subjects we have asked and we are very confident that he looks after our best interests. We enjoy our 6 monthly meetings.
Tms Capital Pty LtdSuite A, Level 3A, 43-45 East Esplanade
Manly, NSW 2095
- Adviser status Bronze
- Number of reviews 20
- First year providing advice 2016
- Years of experience 7
- Bachelor of Business
Tms Capital Pty Ltd