Liam Shorte

Anne-Louise

"Liam is one of those rare financial advisors who looks at your finances holistically. He applies common sense and good sound advice, is down to earth and totally relatable. He knows super laws and changes inside out and is up to date with any new or possible future legislation change proposals. He will also answer general financial questions and is just a great guy. "

Richard

"Liam has been my Adviser for many years. I fully trust Liam for good sound advise in all things financial. I feel very confident that the advice given is right for my needs. I always received Liam's full care and attention when I need it." "

Laurie

"Liam is always helpful and understanding and makes sure you understand what he is putting into place in regard to your needs"

Buzz

"Liam is very helpful and reliable. He looks after my investments and is never pushy. I trust him implicitly."

Evon

"Very helpful '15 min' chat with information re super to help us plan for future retirement"

Sandy

"Trying to decide how to best improve our retirement with our SMSF we engaged the services of Liam. I feel confident now that by taking advantage of his expertise that we will make our SMSF work for us. "

Alex

"Liam has managed our superannuation investments and insurance requirements for over 5 years. During this time he has been proactive in recommending strategies to maximise our superannuation and prepare the path to retirement."

Richard

"Quiet professional & useful advice"

Petrus

"We are very happy with Liam as our Financial Advisor and would wholeheartedly recommend him to anyone looking for financial advice. We especially likes that he is very focussed on client needs and explains financial information in easy to understand language."

Robert

"Takes time to explain and is a very conservative with other people money and honest "

Steven

"Liam had plenty of time to spend with us and gave us some sound advice in directions I would not have considered. Great value for money as well"

Ian

"Over many years Liam has provided my wife and i with excellent financial advice, and helped us to grow our savings through to the retirement transition phase. He now manages our SMSF and we continue to be highly appreciative of his personable, professional style. He is unbeatable for his prompt responses to any queries, and attention to detail. "

Michael

"We have found Liam to be a total professional in the way he has dealt with our requirements regarding our pending retirement. With his guidance and he has us in a position that we never thought we would be able to achieve. Being a small business owner, super was never a high priority in years gone by and without Liam's in depth knowledge of all things financial we would not feel as comfortable about retirement as we do. "

Ann

"Thank you Liam for your dedication and professional approach to all matters. Discussion and advice are always readily available and I would not hesitate in recommending Liam's services to any interested party."

John

"Liam was our adviser for 13 years until we decided to retire overseas . We were sad to leave but he could no longer advise us as non-residents. We know our children are in good hands with him as their adviser and his advice/guidance on how to transfer our business premises in our SMSF to the children's accounts without selling down was just brilliant. We are happy -ex-clients who still drop in for a chat when in Oz"

William's response
“Thank you for the lovely testimonial John, we will improve the coffee for your next chat."
11 Jan 2017

Barry

"Very responsive when a request is made for information about various investments and usually meets the need in regard to the matters raised in the enquiry."

KOHN

"Efficient service."

David

"Liam has an invaluable deep understanding of the minutiae of the superannuation regulations & how it can impact on a client"

Greg

"I have seen Liam quite often on Sam Henderson segment Sky News YMYC and he answers questions briefly but full of information. So went to his website and email him a question and within very short time gave the answer I had asked many others who did not know it. Excellent adviser and I look forward to keeping in contact with him and seeing again on YMYC on Thursday nights."

Craig & Tracey

"Liam Shorte is amazing! We initially came across Liam when desperately trying to find an answer to a SMSF question we had during a public holiday over Easter a few years ago. His SMSF Coach website had everything we needed to make a decision and take some action on a property purchase. He has been our 'go-to-guy' for our Self Managed Super Fund and Financial Planning needs ever since. He is always thorough and prompt with his communication and I wouldn't trust our retirement planning in anyone else's hands. We recommend him to everyone!"

Howard

"Liam has pulled our finances out of a deep hole and has guided us to a secure financial future. He is very knowledgable and is able to get his messages across extremelly well. Liam always has our best interests at heart and well find him very trustworth. Howard 2323"

Dianne

"I found Liam to be very helpful and gave me confidence in setting up my retirement. Di"

Geoff

"We have been dealing with Liam for the past eight years and during that time we have found him to be an excellent financial adviser. He listens to our concerns and always recommends solutions that are in keeping with our values and risk requirements. Liam always returns our phone calls promptly and is always happy to help with any queries we have. His bright personality, professional and ethical approach is superior. Judy and Geoff {2427}"

Wayne

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Doreen

"Liam Shorte is the best adviser we had so far as he is very thorough, fully understand our needs and is very accessible when we needed funds or advice. I highly recommend Liam and have done so to my children. Thank you Liam you are a gentleman. "

Patrick

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Diane

"Liam has brought me peace of mind & great confidence in my financial situation. His professional, friendly service has created order out of the chaos of my self-managed superannuation which now provides me with a comfortable income. Liam is attentive to all my questions & is able to explain issues clearly; making recommendations while allowing me freedom of choice."

Les

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Jill

"Liam has really helped us prepare for retirement - thank goodness we engaged Liam several years beforehand."

Diana

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Emma

"Liam generously shares his depth of knowledge, skills and expertise. He's very personable and easy to talk to. Liam is definitely one of my most trusted advisors personally and professionally. He has supported and guided us as our family and assets have grown and evolved. He's in a calibre of his own and I highly recommend him for his honesty and expertise. "

Carol and Michael

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Daniel

"Liam is always available for advice whenever I call him, and always has the answers for the questions that I ask him about investments in Australia and overseas."

Gayle

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David

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Ian

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Don

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Julie

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Daryl Eyles - Trustee of D R & M F Eyles Super Fund

"Liam Shorte is the best professional Financial Adviser we have ever had. Not counting two short term replacement type advisers whom we rejected after a short trial period, we have had 4 Financial Advisers (including Liam) since 1991."