"An informative and focused initial meeting."

"Phil is very knowledgeable and well prepared with the details I provided him before the meeting. He communicates clearly, is easy to understand, and provides valuable advice with my situation. Thanks Phil."

"We had a great experience with Phil - highly recommended."

"Phil communicated well and knew my needs. He was very knowledgeable in a broad spectrum of financial advice."

"Phil gave our 19 year old son encouragement and advice on how to move forward with his future and finances. Phil made him feel at ease and gave him a great direction to head in and feel confident with."

"Was great to meet Phil and Emma today. I got a lot of our general discussion and will be implementing some changes in the near future. Thank you."

"Excellent knowledge and explanation of future financial proposals"

"A colleague referred us to Phil for advice and support moving towards retirement. We found Phil to be very knowledgeable in Superannuation, retirement options, property options etc. He was skilled in explaining the complexities of these things to us in a way we could understand them. Phil is clearly experienced in working with people retiring and he has a down to earth, practical approach that suited us perfectly.

Phil had already done some preparation before we arrived and he seemed to anticipate perfectly what our questions and areas of focus would be. We were very happy with Phil's service and we will definitely return at retirement to check in again on our best way forward."

"Phil is a great adviser with a good balance between financial and lifestyle focus.

We've been going to Phil for many years and catchup with him every year or two to check, refine and update our plan."

"We had a great chat with Phil about our pre-retirement plans and how we will move into this next phase of our life. He was very thorough and answered all of our questions and gave us some great ideas of how to reach our goals and plan our future and we now feel more confident on what's ahead. Thank you very much."