Tim is always clear in his explanations. He is friendly and interested in my fanatical needs and concerns. I continue to be happy with his advice and find him and his staff very approachable.
Since we became clients of Tim many years ago we feel we have developed a real relationship with him both on a business and personal level, it's nice to sit down and have a general chat and laugh before getting down to business. Tim helps us understand things and is always willing to be challenged, his knowledge and advice has been invaluable. We are very happy with the performance of our portfolios which Tim has set up especially in these trying times and would and HAVE recommended Tim to quite a few of our friends. We also love dealing with the rest of his staff when need be.
We are very happy with Tim's communication, knowledge and advice.
Tim has communicated with us via regular newsletters and personal, one to one meetings. While the information given has been detailed , practical and useful, his availability and rapid response to issues, concerns that have arisen, are equally important and valued.
I am very pleased with the advice from and services offered by Tim. He has a very deep understanding and extensive knowledge of all facets of financial strategies for a comfortable retirement, and together with his staff, have been instrumental in assisting us to live a full and comfortable retirement free of any worry or concern about our financial situation. He is always available to assist with any queries we may have, and he communicates in a clear and concise manner that is easily understood.
I have the highest regard for Tim and all his staff, and feel proud to recommend them to any prospective client seeking their services and expertise.
Beach Wealth Advisers71 Roslyn Rd
Belmont, VIC 3216
- 9:00am – 5:00pm Monday – Friday
- Adviser status Platinum
- Number of reviews 16
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Sgn Financial Pty Ltd