We decided to move from our previous advisor who we found was tied to one product. Chris assisted us with transferring our super into investments which more closely matched our risk profile. His attention to detail and commitment to explaining things so we could understand and be comfortable are second to none . Safe to say we have already seen ample savings in fees from our super. We look forward to working with Chris moving into the future.
Being a brand new client, Chris has given the confidence in financial advice I was truly lacking . I was very reluctant to speak to anyone about my financial future particularly my Superannuation situation. Chris’s wealth of knowledge and experience over many financial areas, gives me a peace of mind moving towards my future financial retirement. Chris explains clearly, logically and is helping me work at setting myself goals which I now believe I can realistically achieve . I would definitely recommend Chris to family and friends. He truly is my “Money Doctor “!$$$!
Chris has been more than helpful. 10 gold stars. I have recently changed over to Chris. I was concerned that I was not doing as well as I could with my previous financial arrangements. Chris has been able to realign and diversify my portfolio and importantly saved me money. He is closer for me to travel to. I can contact him at anytime. He sits well with my values and ethics which is very important. I now feel far more confident with my new plan. I know where I am going and I feel I understand my financial future which makes me feel more financially secure. I have no hesitation in referring him to my family and friends.
Chris has given me some great, independent financial advice on property, mortgages, managed funds, tax returns, and the overall investment market. His knowledge, experience, and clear advice has helped me make some highly significant financial decisions which I have benefited from and will continue to benefit from in the future. He has always made himself available when I needed his advice.
Chris has provided me with expert advice and support to set up an investment portfolio and ongoing financial plan in order for me to achieve my financial and lifestyle goals. I am very impressed with the level of service, the professionalism and the governance that is in place to provide me with confidence in how my money has been invested,
Allan Advisory Group Pty LtdLevel 4, 224 Queen Street
Melbourne, VIC 3000
- Adviser status Platinum
- Number of reviews 19
- First year providing advice 1998
- Years of experience 24
- Master of Financial Planning
Aag Financial Planning Pty Ltd