I found Martin to be most personable.
As I am a newly established client, I am confident that the strategies discussed for my TTR will yield a positive result for me.
My husband and I have been with Martin for over 20 years. When we sold our home he advised us on what to do with surplus funds and making sure to work around our government packages. My husband passed away in 21 and Martin helped me with the will etc. Now that I have mobility issues he visits me at home with any advice I may need. He ensures that I have a secure and stress free life.
I am very happy with Martin and would recommend him to friends and family.
I have been with Martin many years and always found him very knowledgeable and helpful.
Martin was always available to assist a beginner in the field of finance He explained everything to me and never made me feel like a financial idiot.
We always find Martin pleasant and helpful
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
- In person
- Video call
- Adviser status Gold
- Number of reviews 22
- First year providing advice 2003
- Years of experience 20
- Certified Financial Planner (CFP)
Matrix Planning Solutions Ltd