James Stephen

"James has given me advice in property investment, superannuation, insurance and growing a shares portfolio. I have been a client of James for a number of years now and I am very confident in recommending James to others due to his vast experience and knowledge base. James is very personable, a clear communicator and always available to take your call."

"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."

"'James has given me advice in areas including complex investments, self managed super funds and managing debt. James was usually able to explain things to me in a clear way. Through James's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received James's full care and attention when I needed it.'"

"James has given me advice in areas including Superannuation, cash management and my aged pension. James was usually able to explain things to me in a clear way. Through James's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received James's full care and attention when I needed it."

"James has given me advice ranging from superannuation matters to budgeting and managing debt. He always takes the time to explain the issues in detail and in an easily digestible manner. He understands my psyche, what makes me tick and my relationship with money. I would have no hesitation on recommending James for his expert advice and experience."

"James always gives me advice on my retirement and superannuation and helps me deal with Centrelink when needed"

"James has always been a friendly and helpful adviser and explains things in a clear and easy to understand way. I don't have time to work through complicated jargon and a million options and James always helps me find a well priced, well targeted product. Great service!"