Mo Shouman

I knew Mo for 3 years now and I can’t speak highly enough of him.

He is knowledgeable, diligent and professional. I am not great when it comes to money but Mo made it easy for me to understand and get ahead financially.

Mo is a great professional to work with. He is very patient and clear in his communication. His advice is really sensible and me saved heaps on fees. He is affordable too which I really liked after shopping around. His team is friendly, quick and efficient.

My colleague at work, who's also a client, highly recommended Mo. I'd already met with another adviser from my super fund, but I was worried about its performance, even though it was under professional management. I felt like my adviser was just going through the motions, since he worked directly for the super fund. Mo spent a good three hours with me, explaining the super fund industry in general and really helping me understand my own situation. After doing some research, he came back with recommendations that made perfect sense to me. He explained everything clearly, and I could easily see how it applied to my life. He even showed me what my retirement might look like. Best of all, he wasn't tied to any specific product providers, which gave me complete peace of mind.

I got introduced to Mo after what I heard what I heard from my sister-in-law regarding his service and due diligence. I interviewed him and 3 other advisers, coming from finance and banking background, I could tell the difference. Mo is all about the big picture first that suits me not a cookie cutter. I was able to make a decision easily with the knowledge he provided me, and I felt that I am heading on the right path. I found the experience with him and his team smooth and professional. He sets the expectation for each step and commits to it. I won't hesitate to recommend him to anyone and continuing the relationship with him for the long term.