I really enjoy helping others to achieve their best, whether it's improving their financial position or health and fitness.
Michael provided me with very detailed financial and insurance advice which took into account a variety of options for my current and future needs. It was helpful for me to then make informed decisions.
Michael is a professional planner who has given me wonderful advice and is genuinely concerned with the wellbeing of my financial and personal situation.. He has taken the time to know me and my needs thoroughly and demonstrates ethics of the highest order. I can confidently recommend him to anyone needing strategic thinking to help people reach their goals.
Michael provided our family with strategies for Aged Care for our Mum. His advice and attention to detail gave us great comfort and confidence to proceed with his recommended strategies and we did. He gave us advice not only on what strategies he recommended that we should follow but he gave us the feeling that these are strategies that he would genuinely follow himself.
Michael's extensive experience in the financial planning industry assures that my financial security in both present and future planning are well thought out and long term goals are achieved. Michael takes the time to explain all investment options and his easy manner and caring attitude make him a pleasure to deal with. I have no hesitation in recommending Michael as he takes the stress out of planning for my financial future.
Michael has been very consistent in his advice to us and provided direction for our future. His personal manner, professionalism and positive approach have given us confidence and provided us with a feeling of security. We look forward to our consultations with Michael as time progresses.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 1995
- Years of experience 28
- Diploma of Financial Planning (1-8)
Roccaforte FinancialSuite 5, 15 Terminus St
Castle Hill, NSW 2154
- 9:00am – 5:00pm Monday – Friday
Alliance Wealth Pty Ltd