Barney Proctor

Since meeting Barney approximately 8 years ago I’ve grown to trust him in advising me and handling my finances, being a self funded pensioner. I find Barney has always got time to answer any questions I may have and in a manner easy to understand. He is always up to date with what’s happening in the market. I would never hesitate recommending Barney to anyone looking for a Financial Planner.

My husband and I were referred to Barney by existing clients for his. Barney's advice helped us to retire earlier than we expected. He is always readily available and answers my questions in a manner I can understand. He recently provided me with much needed support and advice after my husband passed away. Barney is very approachable and an all round nice guy!

Barney was a trusted source of assistance as we went through the confusing and challenging process of settling mum into aged care. As her EPOA I needed good advice to assist me to do the best for mum. Barney provided a variety of options to manage RADs, fees and how to manage the family home. The information was set out in a way that my siblings and I could easily understand and discuss. Thank you Barney.

Since I have been recommended to Barney I have not regretted it. His knowledge and communication skills are exceptional. I trust his views and options as I know he keeps up to date on the various issues. If I do not understand, he doesn't make you feel inferior, he understands that the jargon isn't always clear and will spend time to explain things so you do understand. That is a priority for Barney, I feel. True blue, honest and caring.