Neil is very gracious and not at all pushy in presenting advice. He is careful in investing my money in a self managed super fund, takes into consideration what is important to me and always seeks to invest in a way that will meet my requests. I am very happy with his service and would recommend him to others.
Neil provided me with advice on income protection, business expenses and life insurances within superannuation. I feel confident I am well protected, as a result. Neil introduced me to an affiliated program to my policies which has contributed to improved health and well being, as well as cost savings. I have benefited immensely from his advice.
Neil has provided us with valuable advice and planning to help us implement investment plans to set us up for retirement. We find Neil to be very trust worthy, knowledgable and always looking out for our best interests. When we meet in person he takes the time necessary to explain his recommendations and is happy to answer any questions we may have.
From my first contact with Neil to ongoing advice, he has impressed me with his extremely high levels of professionalism and expertise. I have greatly appreciated Neil's ability to explain financial matters with great clarity. He has always been willing to answer my many and varied questions re my superannuation and does so promptly. Through Neil my financial literacy has improved greatly. He is in sharp contrast to my previous adviser and I frequently sing Neil's praises to my friends.
Streamline WealthSuite 304, 75 Tulip St
Cheltenham, VIC 3192
- 9:00am – 5:00pm Monday – Friday
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2016
- Years of experience 7
- Graduate Diploma of Financial Planning
Nextplan Financial Pty Ltd