Brendan has always had information regarding my financial situation ready whenever we meet as well as suggestions for changes if necessary. He always provides me with written information backing up his recommendations. He also provides me with information between visits if there are any Government, banking, financial or other unexpected changes that may affect my situation. I am confident that he is taking care of my needs extremely well
I have known Brendan for over a decade. During this time he has given guidance and support on all matters relating to my self managed super fund and the investments contained within.The fund has grown over our time together and also generated a steady cash flow to fund my retirement. Brendan is very knowledgeable and easy to work with.
Brendan has given both my newly-redundant husband and I the confidence to move forward into the semi-retirement/retirement journey of our lives. He has achieved this through engaging us, listening to our wants and needs and applying his exceptional financial knowledge and skills across all sectors of this industry. He has made us feel safe and secure while transitioning into this next chapter. He was easy to understand; used several excellent communication techniques including drawing visual diagrams which made things a lot easier to 'see' without totally relying on the extensive report, which we found extremely useful, along with his exceptional oral skills and engaging personality. We were given time to absorb information and did not feel rushed into making important decisions. We look forward to working with Brendan for the next 20 or (hopefully more) years and strongly recommend this delightful soul to anyone who needs good, sound and well-informed advice. Thank you Brendan, very much.
Brendan has competently provided investment and income advice to help my wife and me live comfortably into our retirement.
Brendan has been our adviser since Reg Adams retired. I have found him to always be courteous, well mannered , respectful and competent in his work. We have the full confidence in his approach to our attitude to achieve our goals.
First Financial Pty LtdLevel 9, 90 Collins St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
- Adviser status Platinum
- Number of reviews 19
- First year providing advice 2012
- Years of experience 11
- Certified Financial Planner (CFP)
Our fee structure varies depending on the advice provided. We are more than happy to discuss further during a no cost and no obligation initial meeting.
First Financial Pty Ltd