I have known Barney Proctor for more than 10 years. He has helped guide me through retirement from work to downsizing my house. Barney has always been available to answer any concerns and give helpful advice. I am moving on to a different stage of my life's journey but Barney has left the door open for me to phone should I need further advice. I would recommend Barney to anyone, He is a very kind, decent young man.
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.
Essential AdviceLevel 1, Suite 16, 21 Nicklin Way
Buddina, QLD 4575
- Adviser status Platinum
- Number of reviews 31
- First year providing advice 2012
- Years of experience 11
- Bachelor of Business (Finance and Economics)
Securinvest Financial Planners Pty Ltd