Craig Moston

Invest Blue Pty Ltd

4.79

6 Reviews

Gold

16 Yrs Experience

Melbourne, VIC 3000

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5.00 July 2023

Although relatively new to us Mr Moston has shown to be a professional adviser who takes the time to outline the ongoing program he has for our

ongoing financial needs so that we are comfortable with such.

He explains the financial market we are exposed to and what are the best arrangements we should engage in to ensure our financial future in a manner that is very clear and precise.

He is very articulate and has a good sense of humour in dealing with our particular situation

4.00 June 2023

Comment not provided

5.00 June 2023

Craig Moston has been my Financial Planning Adviser for a very long time going back to 2012 when he first consulted with me with the aim of setting up a Financial Planning Agreement for me to follow and annually review with him right through until my retirement from full time employment in 2016. Craig is highly qualified in his field of finance expertise and his long term experience of financial planning and all matters pertaining to superannuation and is one of the reasons why I've wanted to maintain consults with Craig all this length of time. A more important reason from my own personal perspective is that Craig is able to â€˜explain' things simplistically concerning superannuation that I wouldn't ordinarily grasp from many others! Craig continues to assist me via our once a year catch up meetings and I do know that if I needed extra assistance during the year he is there to contact and I appreciate that so very much.

4.75 June 2023

Craig is relatively new to Invest Blue having come across from KRA. He has taken a while to find his feet but on the whole, his performance has been good!

5.00 June 2023

Very. Contactable Good advice

Invest Blue Pty Ltd

Level 12, 8 Exhibition St
Melbourne, VIC 3000

Adviser status Gold
Rating 4.79
Number of reviews 6
First year providing advice 2007
Years of experience 16
Highest qualifications
- Graduate Diploma of Financial Planning
- Graduate Diploma of Applied Finance and Investment
Language spoken
- English