We always find Martin pleasant and helpful
Martin has been my financial advisor for many years and I have always valued his advice to tweak some investments in my portfolio from time to time to maximize returns. I believe the advice given is right for my needs and is reflected in the returns.
Martin has given me advice in areas to manage my transition to retirement and work related insurance options. He exhibits thorough knowledge and has the experience for me to be confident that the advice I receive is right for me. Martin has been able to explain things to me in a clear and concise way. He has explained the processes which I needed to action, in detailed steps. I have received Martin's full care and attention when I have needed it.
Martin has been helping me for several years with my super fund and investing in a pension plan. He has always given me his full attention, when answering my questions, and only too willing to explain thing to me a second time to make sure I had full understanding of his action. I am always confident that he uses his knowledge to act in my best interest.
Martin has given my husband and I advice in areas including loan products, self managed super funds and shares and investments. Martin always explains things in a clear way. Through Martin's knowledge and experience, we feel very confident that the advice given was right for our needs.
Retire By Design Pty LtdThe Gateway Building, Suite 16, Level 3, 1 Mona Vale Road
Mona Vale, NSW 2103
- 9:00am – 5:00pm Monday – Wednesday, Friday
- 9:00am – 7:00pm Thursday
- Adviser status Gold
- Number of reviews 18
- First year providing advice 2003
- Years of experience 19
- Certified Financial Planner (CFP)
Matrix Planning Solutions Ltd