"I was recommended to Brett from an existing client and have found him to be extremely helpful and easy to communicate with. He is very prompt at solving any problems or questions I might have, and I believe he has great expertise in all areas I need assistance with. He is extremely courteous and friendly and has helped me to understand many aspects of my retirement portfolio with patience and kindness. I would have no hesitation in recommending him to any potential customer."

"We have been with Brett for many years and we respect his advice and knowledge and no question is ever dismissed and always happy to answer any questions we have via the phone or email. Brett works very well and efficiently with our accountant which we find very helpful and is always very prompt with information that needs to be sent to her. I would highly recommend Brett due to his honest conversations and his prompt service. Unfortunately we cant help that he barracks for the wrong AFL team."

"Brett is a competent, hardworking adviser and a good communicator I think his advice has given us a broad range of investments and strategies to provide income during retirement along with growing our asset base. This is also considering our tax implications to provide the effective means to optimize that position. I would prefer more response on phone calls rather that texts etc."

"We have been under Brett’s guidance for a number of years and cannot speak highly enough of his assistance, recommendations and dealings with us. He is always very prompt in responding to our queries and we thoroughly enjoy our face to face catch ups, along with email or phone contact in between. A really genuine and top bloke."

"Brett was recommended to us by someone whose opinion we totally trusted and respected and 4 years later we remain completely comfortable with our decision to have him manage our financial affairs following a redundancy and subsequent retirement. His personable manner, solid knowledge and understanding of various funds, their managers and fees etc gives us confidence, along with him being well prepared and very proactive each time we meet."

"Brett is an outstanding communicator, so personal and has been our financial adviser for the past 20 years. We value his expertise and knowledge and love how he knows and understands our situation. We felt relaxed getting prepared and going into retirement knowing Brett was handling our superannuation. We have recommended Brett to a few of our friends who now also value his advice."

"I have been a client of Brett’s for many years, and I am very grateful for all his advise and assistance over the years . Brett has always looked after my financial needs, and in times of change and stress that is the one thing that I never had to have concern about. I thoroughly recommend Brett as a financial advisor . Shirley"

"I am a new client who recently retired. Brett has been very helpful and supportive over this process, explained all the strategies he believed would best suit me and every step of the way kept me informed. Everything we discussed happened just as Brett had explained it would. Brett has made everything quite stressless and I feel confident about the decisions made."

"Brett is a superb adviser. Highly knowledgeable, responsive and genuine. I thoroughly recommend."