"I came to Brad after a bad experience with another Financial adviser. l have found Brad to be very helpful in guiding me through a plan for my finances after retirement so as to feel comfortable in my future. He has always been available with his time and advice and explained everything through every step of the process. l look forward to continuing with his services over the years to come. His knowledge and guidance has helped me immensely."

"Brad was amazing. He kept us on our toes. when we were behind, he would give us a friendly reminder. He communicated via email, phone or SMS. He has helped us in the right direction to retirement. He will be my go-to if I need any advice."

"Very assistful and obliging with his explanation, advice, knowledge and time."

"Brad was amazing. Very patient with me. I sought help because I had limited understating but knew that I needed to make changes to support me in retirement. He was patient and explained things so that I would understand. He was fantastic to see with."

"Excellent all round."

"Brad was very accessible and responsive to all emails or calls. He was able to understand our needs and concerns and tailor a financial plan that more than met our expectations. We look forward to working with Brad for a long time to come"

"Brad had been an absolute pleasure to work with over that last 3 years. He is extremely knowledgeable, professional and passionate about his job and he has done a fabulous job helping me set up and plan for my future. I would highly recommend him to anyone that wants to take control of their future wealth."

"We had been elsewhere for superannuation advice and Brad was the first person to really listen and take the time to assist us through the process we needed to go through. Genuinely wants to help."

"Brad makes everything easy to understand and delivers clear advice."