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Don, 56 - 65 years, Lake Albert, NSW
"George has a wealth of knowledge and provides excellent advice. I would not hesitate to recommend him to anyone seeking financial advice."
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Cashflow & Income
- Growing Assets
Review history
Don, 46 - 55 years, Alfredtown, NSW
"George has been extremely helpful with setting up a new Superannuation Fund and managing the investments therein. I would have no hesitation in recommending him to anyone looking for relevant, up to date financial advice."
Marianne, 56 - 65 years, Wagga Wagga, NSW
"George was knowledgeable, patient and clear with financial information that was tailored to our circumstances."
- Superannuation
- Retirement & Pension
- Shares & Investments
Sam, 35 - 45 years, Dunlop, ACT
"George demonstrated a deep understanding of financial planning and took the time to really listen to our goals and concerns. He was thorough, thoughtful, and explained everything in a way that made it easy to understand—no confusing jargon, just clear and practical advice. George was responsive to our questions and made us feel confident about the decisions we were making together. What stood out the most was his genuine interest in helping us succeed. It’s clear that George cares about his clients and their futures, and that kind of integrity is rare to find. Thanks to his guidance, I feel much more secure and optimistic about my financial future. I highly recommend George to anyone looking for a knowledgeable and trustworthy adviser."
- Superannuation
- Retirement & Pension
- Shares & Investments
- Property Investment
- Cashflow & Income
- Socially Responsible
- Tax Strategies
- Growing Assets
Maureen, 65+ years, Lyneham, ACT
"I had my first meeting with George to discuss my current and future financial situation. George was so very helpful explaining all my options in a language that was easy to follow and understand. He offered sound advice which I will be acting on. George made me feel very comfortable discussing my financial needs. Should my family or friends be looking for financial advice I will have no hesitation in recommending George."
- Retirement & Pension
- Shares & Investments
Jarrod, under 35 years, Theodore, ACT
"I was very particular in who I came to with our family requirements, after booking in with George and meeting with him I can confirm he is a great choice and went through all strategies we already had in place and gave more information on how we could improve these strategies, along with other strategies to implement and we have certainly found the person who we will entrust with guiding us hopefully all the way into retirement."
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Shares & Investments
- Property Investment
- Cashflow & Income
- Complex Investments
- Tax Strategies
- Growing Assets
Kelly, 35 - 45 years, Acton, ACT
"George is very helpful to provide insightful investment advice. Appreciate his effort and time devoted. Personally, he is very friendly to talk to."
- Growing Assets
Gudrun, 56 - 65 years, Ngunnawal, ACT
"George provided excellent advice on my impending retirement and superannuation decisions. He answered all my questions with a wealth of knowledge, considered my financial situation and suggested practical steps forward. I highly recommend his services."
- Superannuation
- Retirement & Pension
Sam, under 35 years, Lyneham, ACT
"It was excellent to talk to George. He was knowledgeable about my areas of interest (shares and insurance) and took the time to think through my situation before giving clear and concise recommendations. All questions I had were answered and I found it really helpful he was able to cover on topics I needed to know but hadn't thought of myself."
- Superannuation
- Insurance Protection
- Growing Assets
Melanie, 35 - 45 years, Crestwood, NSW
"George listened attentively to our situation with regards our rental property and asked relevant questions to work out what would be the best way forward to help us reach the goal of what we want for our future. He was knowledgeable and provided timely advice on how to make our money work best for us, suggesting excellent investment options for our financial circumstances. It felt like a weight off our minds to have George help us see the best way forward."
- Socially Responsible
Diane, 65+ years, Fadden, ACT
"Georges' friendly demeanour and relaxed attitude made me feel very comfortable. I was seeking advice regarding retirement, superannuation and pension options. George was able to explain this to me in a manner I was able to understand and I appreciate his frank and knowledgable advice"
- Superannuation
- Retirement & Pension
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Shares & Investments
- Property Investment
- Cashflow & Income
- Complex Investments
- Socially Responsible
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Budgeting