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Ian, 65+ years, Box Hill, NSW
"Chris is a down-to-earth financial adviser and together with his support team always made myself and my wife very comfortable with his approach and experience, making sure that we understood in lay-man's terms the information and advice provided. Always pro-active and seeks to ensure that documentation and planning advice is provided on time. I consider the advice provided by Chris and his team for our financial status and retirement planning a necessary and valuable investment, and am very pleased and comfortable with Chris's ongoing services."
- Superannuation
- Retirement & Pension
Marlene, 65+ years, Holsworthy, NSW
"Easy to understand."
- Superannuation
- Retirement & Pension
Joseph, 65+ years, Holsworthy, NSW
"Very easy to discuss any financial concerns."
- Superannuation
- Retirement & Pension
Janette, 65+ years, Sanctuary Point, NSW
"We both r very happy with Chris and his team all the help and support and updates highly recommended them"
- Government Assistance
- Superannuation
- Retirement & Pension
- Tax Strategies
- Growing Assets
Lawrence, 65+ years, Kingsgrove, NSW
"Clear communicator with concise advice who was always reachable when needed. Demonstrates a broad understanding of the issues that we face at this stage in our lives, and we are grateful for the direction he has steered us in to improve our financial wellbeing."
- Superannuation
- Retirement & Pension
- Borrowing
- Tax Strategies
Diane, 65+ years, Chipping Norton, NSW
"Chris is proactive when providing advice. He is knowledgeable, patient and explains things clearly. Chris and his staff are very welcoming."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Shares & Investments
- Aged Care
Peter, 65+ years, Old Toongabbie, NSW
"Provides excellent information, communicates effectively on all matters and ensures you understand all aspects of your objectives."
- Government Assistance
- Superannuation
- Retirement & Pension
Anne, 65+ years, Erina, NSW
"I have been with Chris and his team for over a year now. Chris's knowledge, experience and manner in which he explains everything in detail is exceptional. I am also very happy in the way my investment is being handled, its returns and would highly recommend Chris."
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Cashflow & Income
Gabi, 56 - 65 years, Endeavour Hills, VIC
"Chris is very personable and I trust his advice completely. He explains things on my level and is always happy to assist with anything I don't fully grasp. He helped me with some great advice on an investment property, he continually watches over and manages my super and he has set me up for the future with a retirement plan that I could never have achieved without him. Thank you Chris, you're amazing!"
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Property Investment
- Borrowing
- Tax Strategies
Kerrie, 65+ years, Old Toongabbie, NSW
"Provided a well rounded and informative appointment. Provided valuable information and guidance re best options for us to get best returns financially ."
- Government Assistance
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Cashflow & Income
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
- Redundancy
- Aged Care
- Property Investment
- Cashflow & Income
- Complex Investments
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting