At Small & Gunn, we pride ourselves on putting our clients first. We don't give this aim lip service. We really strive to deliver on this aim continually. Our key philosophy is to provide excellent advice and ongoing service. We are proud of the long-term personal relationships we maintain with our valued clients. Please note, we are not taking new clients at Small & Gunn. presently.
John Small has given me sound financial advice over a long period of time, initially for quite some years while I was still in the work force then immediately pre-retirement and now as a retiree. John has always given me his full and enthusiastic attention, explaining his advice and recommendations clearly. I was a clent of John's all throughout the GFC and contine now through the economic ramifications of COVID 19. As I say to John, some issues may at times keep me awake at night but being concerned about the management of my finances is definitely not one of those issues. Additionally, John is just a pleasure to deal with. He takes a personal interest in me as a client and without any doubt whatsoever always has my financial interests and well- being at the heart of his recommendations. I would have no hesitations in recommending John as a responsible financial planner.
John has advised us on all our investments including our SMSF and cash, shares etc. His advice is easy to understand and comprehensive and the resulting return on our investments is good. I would recommend him to anyone needing similar advice.
'John has given me advice in areas including loan products, self managed super funds and managing debt. John was usually able to explain things to me in a clear way. Through John's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received John's full care and attention when I needed it.
John is a very experienced financial adviser. He is very energetic and has good insight to share market trends. His advice has delivered a strong strategy based portfolio, that represents a good balance between capital growth, diversity and dividend generation. John is always alert to new opportunities and will recommend important structural changes to keep my portfolio relevant and on strategy. John is always approachable when needed.
John has always been extremely diligent in dealing with all of my financial affairs for the best part of 20 years. Advice is concise and well researched. Great person to have in your corner when you are too busy to deal with long term planning strategies
- Adviser status Platinum
- Number of reviews 30
- First year providing advice 1991
- Years of experience 32
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Small & Gunn Pty Ltd119 Willoughby Rd
Crows Nest, NSW 2065
- 8:00am – 5:00pm Monday – Friday
Count Financial Limited