Rex Whitford

I have been with Rex for over a decade and he has continued to grow professionally along with my changing needs for advise. He manages my investment advise needs within a risk framework that compliments my skills and the strategic direction for my SMSF investments. I don't agree with all his advise but the discussion we have is always robust and the responsibility for investment decision outcome shared jointly. Michael 2089

I enjoy working with Rex. He has a terrific understanding and knowledge of financial strategies that can assist clients with achieving their goals. He has a great way of making the complex simple.

I have been a very satisfied client for over 12 years and have referred many family, friends and associates to Rex. I am confident my retirement plans are in the best possible hands with someone who understands our personal needs and goals.

We would like to express our sincere satisfaction and support for Rex in respect of the financial advice and services he has provided to us over the years. Rex’s ability to interpret our circumstances, the legislation and craft the advice to our desired outcomes has been both a rewarding and educational experience. Seeking advice from Rex and implementing the mechanisms necessary to meet our financial goals and objectives, we feel our financial future is in competent and above all, trusted hands.