John has been extremely helpful in my transition from permanent work to retirement. His courteous and knowledgeable manner make it easy to seek information regarding financial advice and planning for our future. His office staff are very friendly and always helpful.
John has given advice in arears including managed super funds , shares and fixed investments, super funds. He ws able to explain things in a aclear way. Johns knowledge and experience together with his recearch on products and to detail and issues, gives me cofidence in the advice given was right for my needs. His attention to detail together wih his availability when needed gives me confidence in the advice given.
John has an in-depth knowledge of market directions, geo-political influences and local understanding of what's happening and how it may potential affect our portfolio. We appreciate his value and insight he has brought to the management and direction of our portfolio.
Happy with the service
RetireInvest123 Springvale Dr
Weetangera, ACT 2614
- Adviser status Silver
- Number of reviews 4
- First year providing advice 1989
- Years of experience 34
- Certified Financial Planner (CFP)
We offer three levels of service being; Touch Point, Gold and Platinum service offerings. The fee is based on the level of service that best supports the clients needs.