James Stephen

Over the last 4 years, both Cecilia and I have greatly appreciated the involvement and advice of James in the management and optimization of our managed superannuation fund and other financial aspects including pension and share investment. He has always responded very quickly to any queries we have and his support team are a pleasure to work with as well. We would highly recommend James.

James has provided us with consistently helpful advice over the years on a financial strategy, budgeting, insurances and planning for retirement. His professionalism and manner make him an absolute pleasure to work with. We're very confident that his advice has assisted us in making the right decisions for our financial health today and into the future.

Through James knowledge and experience, I feel very confident on the advice he has given me for my needs.

James has been our trusted adviser for many years now and he has been recommended and used by friends and family alike. Would thoroughly recommend James to anyone, he has simple explanations of some complex financial products and his knowledge is second to none.