Tristan Godfrey

Tristan has given me advice in managing my super and assisted with retirement questions when asked. Tristan explained things to me very clearly and made certain I understood the advice he was giving. Tristan has a wealth of knowledge that he continually shares. I have every confidence that the advice given is right for me. A great asset for me is that Tristan has made himself available when I needed advice which is a great asset.

I feel Tristan has always had my best interest at heart to ensure that for my future retirement I will be well placed. Tristan has always been upfront and honest and has provided advice and assisted me for many many years with insurances and investments that suit me. Aside from the yearly review, Tristan is always in regular contact to keep himself up to date with any changes in circumstances. Tristan provides full care and attention when I need it.

Tristan has been advising us financely for many years now and I trust his advice and judgment extremely highly. A very professional advisor with broad experience. We were first introduced to him when he worked for St George and we moved to him when he set up his own company and have never regretted it.

I have been a client of Tristan’s for several years now. From the outset I felt confident that he understood my financial goals and plans for retirement. Tristan is always proactive with his advice and excellent knowledge of financial opportunities. Each year when we sit down to plan the year ahead his wisdom and suggestions are very important. The newsletter is a great way to keep clients up to date on market trends. Tristan and Donna always make me feel valued as a client.