Jim Penner

We were a former Storm investor affected by the GFC in 2008. At that time, when many financial planners wouldn't touch us, we were fortunate to be referred to Jim by the FPA. He was one of the planners who had volunteered to provide free financial advice to Storm victims. Jim gave us hope that all was not lost and that we could rebuild our portfolio. He very ably guided us to achieve that end and we can't thank him enough for the advice he provided during what was an extremely stressful time in our lives. We have since chosen to retain Jim as our financial adviser and our portfolio has gone from strength to strength under his guidance.

Jim has given us advice in areas including self managed super fund, transition to retirement, shares and investments. Jim has always been approachable and friendly and gives us confidence that he is looking after our best interests. I have no hesitation in recommending him and his company to family and friends.

Jim has always made himself available when we have needed his assistance with our investments. His advice has been sound and he does his best to help us understand the decisions we have had to make. In general we feel very confident with Jim's advice.

We have dealt with Jim for many years and have complete confidence in all of his advice. Without his careful expertise for our future, we would not be in the comfortable situation we are in now.