Callum Howard

Comment not provided

Utterly reliable, good annual review.

Callum provides us with current market situations. We are very comfortable with his advice

We have known Callum @ Planwell in Geelong for many years now.

He has always taken the time to know and be updated with our personal, family and financial situation and our 'needs'.

Callum is kind, caring, understanding, empathetic and a really good person. We trust Callum implicitly.

Callum seems to understand us and how things have changed over all the years, and are still changing for us - especially recently (last 4 -5years) during the 'transitional time into retirement' for both of us.

Callum is professional in his approach to our finances, but can still relate the professional needs and marry the personal needs into the approach to the longer term goals for us.