Julien Renard

Julien is delightful to deal with. Apart from being a seriously nice guy, he has helped us to successfully navigate a number of situations with his professional advice, attentiveness and attention to detail, ensuring that we achieved the best outcome. We have very much enjoyed and benefited from our relationship with him.

Julian has been such a wonderful person to work with. He makes you feel very valued and important. He is kind efficient, professional and knowledgeable. He makes you feel like you’re the only Customer that matters. He gives you confidence to place all of your most risky assets in his hands. As people who have used a financial adviser for the first time, it could not have been a better experience. Julian was able to understand our needs and be flexible with his advice. We felt we could talk to him about anything. Julian‘s name became a common. Term used around our household much like he became part of the family because of the level of trust you needed to have in him to handle all of your financial assets. We are very saddened that Julian will be leaving. We hope that he is replaced with someone just like him.

Julien is highly recommended He has helped in putting together all aspects of an understandable and sustainable financial plan Always professional, knowledgeable and prepared to go that next step for his client.

Julien makes us comfortable knowing that he goes above and beyond. He is an absolute gentleman and explains finance to us that we understand. He is a great communicator, He thinks creatively and helps us with problem solving which elevates our stress. He is always on the ball and thinking in a creative way not to mention his attention to detail. We love his work ethics and we are so lucky to have him look after our retirement.