Alan Poric

"Alan has been fantastic to work with. He’s professional, reliable, and takes the time to explain everything in simple terms, which has really helped us understand things clearly. We’ve felt supported and well informed every step of the way. Highly recommend!"

"Alan was incredibly helpful in helping me set up my income protection insurance and making sure I’m protected in case anything horrible happens. Alan was amazing to work with and I’d recommend him to anyone needing help to be financially secured."

"My Partner and I have been working with Alan on both our insurance and financial planning, and he’s been absolutely awesome. He made everything easy to understand, took the time to really listen to our situation, and put together strategies that give us a lot of confidence moving forward. From sorting out our insurance to helping with financial goals and planning, we couldn’t be happier with the advice and support we’ve received. Highly recommend"

"Alan was available & easy to talk to, explained our Super financial situation clearly and helped us with strategies to assist us into retirement. Would definitely recommend his services to anyone requiring financial help. I wish we would have done this sooner."

"I highly recommend Alan for anyone seeking expert financial advice. From the start, he was friendly, approachable, and made me feel at ease in dealing through a tricky time. His knowledge of superannuation and retirement planning was great and he took the time to explain all the options."

"Alan is friendly, organised and easy to work with. Alan has a good understanding of family finances which was helpful for our situation. Would and have recommended Alan to others."

"Alan is amazing. He is clear, concise and explains everything in an easy to understand way. I felt totally secure and looked after. I would recommend Alan to anyone in a heartbeat. He knows his stuff and is genuine in his recommendations"

"Alan is approachable and has an innate helpful personality. He cares about people and will only make recommendations that will help you & save you money in the long term. As well as maximising your returns & retirement value."

"Alan is a knowledgeable and a professional. He was always accessible and on hand to clearly explain all our different structures for our super, income protection and investment options. He thoroughly discussed the pros and cons for our options so we could make a confident and informed decision. He was thorough , pro active and prompt ensuring we had all documents completed accurately. We highly recommend Alan for all your financial needs."

"Alan is personable, warm and patient. He caters to his clients emotional needs as well as they financial and protective needs and I have recommended him to numerous people in my network."