Dennis has always been extremely attentive, engaged and approachable in my dealings with him. I've always felt comfortable raising any issue with Dennis and never felt that anything I might question was a bother to explain or investigate further. I really trust him to manage this side of my life and to organise what I otherwise would likely ignore.
I was extremely lucky to have Dennis looking after my retirement. He has been a great help in navigating the complex arrangements, also dealing with the various Government departments. He was and remains indefatigable and his calming manner was so important during this stressful time. Thanks Dennis.
Dennis was very attentive and I always felt valued as more than just one of his clients. Nothing was ever too much trouble him and he really went above and beyond. Dennis explained all options very well and though his advice was solid I never felt steered in a single direction. I always felt he had my best interests at heart, and he will continue to be there for me anytime I need his services in the future. I cannot recommend Dennis highly enough.
Dennis has given me advice in the aged care area. He was always able to explain things to me in a clear & concise manner. Through Dennis's knowledge & experience, I feel extremely confident that the advice was best for the needs of my aunt & uncle. Dennis was very attentive & I always felt valued as one of his clients. Nothing was ever too much trouble for Dennis.
I was thrown into advising a family member who needed help with his financial arrangements, selling his home and entering into an aged care facility. Although I am an FCA I knew nothing about the pension, the asset & income rules et al. Dennis expertly steered me through the process to achieve an excellent solution which I understood.
Navigate Financial GroupLevel 5, 376 Bay St
Brighton-Le-Sands, NSW 2216
- Adviser status Silver
- Number of reviews 7
- First year providing advice 2016
- Years of experience 7
- Advanced Diploma of Financial Planning
Amp Financial Planning Pty Ltd