Craig Brinsdon

Had been with Craig for a few years before retirement, with his guidance we are now both successfully retired with a comfortable income that covers all our needs. Craig and his staff have been excellent in assisting with any financial issues through the whole process and any other problems that had occurred for us. My wife and I both are very happy to be Craig's clients and would highly recommend him and his staff to anyone looking a for financial adviser.

Craig has always been a friendly face, easy to engage and listens respectfully to my concerns and considerations. He has been supportive of our preference for a fairly low risk portfolio and his advice has been appropriate for our needs and provided a lot of reassurance. Craig has been available for intermittent advice via email or phone. The office team were incredibly helpful navigating some challenges with Centrelink as well. I would recommend Craig to anyone who asked my opinion about financial planners.

I've known Craig for quite a number of years now. Whenever I have a query and need to speak to him I leave a message and he calls back generally same day which is fine. During my annual reviews he has travelled down to Melbourne to go through the paper warfare with me which I appreciate. We have just rearranged my super to reduce my dependents tax bill if I get hit by a truck and have reviewed and adjusted my investments to exit poorer performing investments and to invest in funds that are doing well and also to spread my risk. I have also found Craig's assistants to be very helpful. In the past I have referred a couple of friends and family members to Craig. I understand he was able to assist them as well.

Craig provided me with all the information I needed to transition into retirement. His advice was first class and I felt very confident to proceed with my retirement plans. His ongoing support and advice is always appreciated. Thankyou so much Craig. I have no hesitation recommending you to family and friends.