Stuart Roe

Stuart is a refreshing change from the previous advisers we were using. He definitely listens well and for this we are grateful. After assisting with the relevant details, Stuart has opened a new chapter in superannuation and financial management for us. He gave us access to information that we could not get before and that is very important for our situation. He makes things comfortable for us to seek clarification about finances and that facilitates our confidence. We look forward to continuing our association with Stuart.

Stuart has accumulated a wealth of knowledge and information to provide us with current financial and investment issues. Having known Stuart in a business capacity for much of his 21 years in the business he is very approachable and understanding of issues placed before him.

Stuart has provided excellent financial advice to me and my wife for seven years. During this period Stuart has taken the time to listen to and understand our personal and changing circumstances. As I recently approached retirement, Stuart has provided us with easily understandable strategies and recommendations to reduce our debt and invest for the future, commensurate with our risk profile and aspirations. Stuart has always been available and responsive to any queries and I highly recommend him to others.

Stuart has provided us with excellent financial advice over many years. He is very knowledgeable, always prompt in returning calls and answering any queries we might have. We would highly recommend him to anyone who may need financial assistance.