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Mervyn, 65+ years, Southport, QLD
"Since Aaron has been our adviser we are very confident that he will provide sound advise and service which meets our needs. He keeps in touch with us and is always available if ever we need advise or help. It is obvious we are in a better position financially now than we would have been had we just left our super investments stay put without taking an adviser on board."
- Government Assistance
- Retirement & Pension
- Self Managed SuperFunds
- Cashflow & Income
Greg, 65+ years, Tallebudgera, QLD
"We have found Aaron to be very helpful and a pleasure to work with us in all aspects of our financial future nothing is a problem for him to help us. Would highly recommend him to others."
- Superannuation
- Retirement & Pension
- Shares & Investments
- Tax Strategies
Maurie, 65+ years, Biggera Waters, QLD
"Once Aaron knew our predicament he was confident that he could achieve a favourable outcome. Our superannuation was being drawn down rapidly as it had to be depleted by the end of an approaching fixed term. This extra income significantly reduced our aged pension from Centrelink. Aaron had knowledge of how to address this situation. Many of the younger advisers did not have this knowledge. He persisted with our super fund management until they finally accepted his course of action. This preserved our superannuation which was previously being ravaged. He then went into 'battle' for us with Centrelink. Centrelink initially refused his submission. Aaron stood firm with Centrelink even to a point where he advised it that he would be seeking back-pay for us when the correct pension amount was finally paid to us. We formed the opinion that he new more about the rules governing Centrelink than the Centrelink management and staff that he was dealing with. You guessed it! They finally had to accept that Aaron's submission was lawful and not only did we get a substantial increase in our aged pension but we also received our back-pay. Furthermore, we are still enjoying a comfortable return from our superannuation."
- Superannuation
- Retirement & Pension
Peta, 56 - 65 years, Nerang, QLD
"Aaron is very kind, caring and knowledgeable and provides mathematical equations and diagrams to help with your understanding of the process and your different options. Aaron explains everything in plain English so it is very easy to understand.
I would definitely recommend Aaron to assist with your future planning."
- Government Assistance
- Superannuation
- Insurance Protection
- Retirement & Pension
- Cashflow & Income
- Tax Strategies
Cheryle, 56 - 65 years, Palm Beach, QLD
"Aaron listened to me from our first meeting and therefore, he was able to provide me with options relevant to my circumstances. He provided individual advice. I was provided information and then given time to consider it before we decided on the most appropriate way to move forward. I am very happy with the advice I have been given, and the knowledge Aaron has in this area is excellent. Crellin Walters was recommended to me, and I would not hesitate to recommend them in the future."
- Superannuation
- Retirement & Pension
- Cashflow & Income
Ernest, 65+ years, Pottsville, NSW
"Aaron is very easy to communicate with, he explains everything in layman's terms, we are very pleased with the service Aaron provides us."
- Government Assistance
- Superannuation
- Retirement & Pension
- Shares & Investments
- Cashflow & Income
- Tax Strategies
- Wills & Estates
Christine, 56 - 65 years, Brunswick Heads, NSW
"Arron explained everything clearly and supplied me with the knowledge l need to feel confident in retirement. His communication with me was excellent l felt confident asking him the important questions."
- Retirement & Pension
- Self Managed SuperFunds
Neal, 65+ years, Brunswick Heads, NSW
"Always great to talk to explaining everything so we can understand everything."
- Government Assistance
- Superannuation
- Retirement & Pension
- Growing Assets
- Budgeting
Huw, 65+ years, Elanora, QLD
"Aaron is a very likeable person, who is respectful and pleasant. His knowledge of superannuation investment strategies is exceptional. He explains options very well, and listens to our requests and needs carefully. We are particularly pleased with his dealing with Centrelink on our behalf and takes away, all the stresses associated with their requirements. We are very happy with Aaron as our adviser, and happily recommend him to others."
- Superannuation
- Retirement & Pension
Greg, 56 - 65 years, Bongaree, QLD
"Aaron Walters provides a 5 star Financial Planning Service. He has extensive knowledge and a wealth of experience. A strong communicator, Aaron can explain complex financial matters in a simple and easy to digest manner. As a Customer of 10 years, I need to look no further for Financial Advice than Aaron."
- Government Assistance
- Superannuation
Julie, 65+ years, Mudgeeraba, QLD
"My association with Aaron goes back many years to when he worked with CBA. I have always found Aaron to be friendly, obliging, knowledgeable and very trustworthy."
- Government Assistance
- Superannuation
- Retirement & Pension
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Financial Hardship
- Aged Care
- Cashflow & Income
- Complex Investments
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting