Stuart Engel

I have worked with Stuart for over a decade now. He is really practical and helpful, and he explains everything in detail. The whole team who works with him are friendly and efficient, just what you want when dealing with money.

We have had the good fortune of working with Stuart for several years and have always found him to be very approachable, accommodating and professional. His excellent advice has guided us through our transition to retirement and we have always felt supported and reassured. Stuart's positivity, knowledge, genuine interest and understanding of our financial goals make it a pleasure to work with him. His team, particularly Jill, has also been exceptional - always thorough and a pleasure to communicate with. We would highly recommend Stuart and his team.

I have had a very positive experience working with my Financial Advisor, Stuart Engel, for over 10 years. Stuart has consistently demonstrated professionalism, integrity, and a genuine commitment to understanding my financial goals and circumstances as I transition towards retirement. His ability to explain complex financial concepts in a clear and approachable manner has given me confidence in the decisions being made and helped me feel more informed about my financial future.

I particularly appreciate his great sense of humour, proactive communication, responsiveness to questions, and willingness to tailor advice to my individual needs rather than offering a one-size-fits-all approach. His attention to detail and focus on long-term outcomes have provided reassurance and peace of mind throughout our engagement. Stuart and his team (special shout-out to Jill Shipp) were particularly helpful to me during a period of ill-health, assisting me with organising insurance claims and lodging them on my behalf with compassion and in a timely manner.

Stuart provides clear communication regarding market conditions and any significant factors that may impact financial plans not only with one-on-one catch ups but also in the form of a regular newsletter explaining market conditions and changes which has been particularly helpful with the recent challenges globally.

Overall, I have found Stuart, to be kind, compassionate, knowledgeable, trustworthy, and genuinely focused on helping me achieve my financial objectives. I would confidently recommend his services to anyone seeking professional financial guidance and support.

Stuart is friendly and approachable and willing to listen to questions and concerns. He was able to offer alternative ideas where needed and was respectful of our choices. I find Stuart easy to work with and very helpful