Kane Dalley

Kane and his team are great to deal with and you always get Professional advice and support.

We are long-term clients. Kane knows us well, has a good understanding of the different risk attitudes of my wife and I and finds a nice balance for our investments that suit us; He is always available if we have any questions, has built terrific trust over a long period. I'm entering retirement phase; he has provided comprehensive information on super/pension options and advised and implemented actions to improve our super arrangements while maximizing Government benefit/pension options.

Kane is proactive, clear in his communication and reasoning and produces good results. He has done this consistently over the years he has been my

adviser

I gave a 9 for length of meetings - this refers to the legislative requirements that Kane has to complete to provide the service. He is clear on the process and reasons so I have no problem - it just takes time. He is always well prepared for our meeting - situation, options,\ and suggested actions and why.

'Kane has given me advice in areas including super, investments and managing debt. Kane was able to explain things to me in a clear way. Through Kane's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Kane's full care and attention when I needed it.'