Norm Jupp

Have known and has advised myself and wife for the last 20 year's. Knows his stuff.

We have never used a financial advisor but were delighted by the service provided by Norm and his office staff, who understood our problem and dealt with it effectively and with minimal fuss. We have enjoyed our sessions with Norm, where he asks sensible questions and understands our goals and desires. His advice is backed with evidence, he provides links for further information should we be unsure and he regularly provides options so that we can choose between products. He has advised us on a wide range of matters, beyond the usual scope of expectation. In addition, he is funny and kind and available at a moment's notice for our queries.

I have just had to do a complex review of my finances relating to Centrelink benefits. Norm and his staff took all my information and submitted an excellent report to Human Services ( MYGOV ). They took away a very stressful situation for me. I am 81 years and I coukdnt have coped without Norm and staff.

Norm has been the fundamental factor behind being able to set a diversified investment portfolio that will benefit myself in the years to come. As a younger client, I was nervous approaching anyone for advice but Norm was incredibly welcoming and knowledgeable in the field. I highly recommend him to anyone young, old, novice or expert as he is a pleasure to deal with!