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
Comment not provided
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.
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!
Very. Contactable Good advice
Invest Blue Pty LtdLevel 12, 8 Exhibition St
Melbourne, VIC 3000
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2007
- Years of experience 16
- Graduate Diploma of Financial Planning
- Graduate Diploma of Applied Finance and Investment
Amp Financial Planning Pty Ltd