“Sam has provided quality advice and professional service to us for the last few years now. He is friendly and approachable and gives advice that is easily understood. We trust him implicitly. Sam understands our financial goals and goes to every effort to make those goals a reality.”

Robert & Katie

“George has provided consistent advice about saving and investment over many years that is tailored to our needs. He recognises our philosophy in terms of investment and provides a range of options for us to choose from. George is always happy to take the time to explain various strategies.”

Linda

“Jane's professionalism and knowledge in financial planning and superannuation go beyond expectation. I wasn't an expert in those areas, as a matter of fact I had no ideas at all. Then Jane came in to the rescue and worked with me to ascertain an appropriate risk profile and recommend suitable investment strategies and products.”

Wiro

“Sam’s advice has always been sound, he has never been pushy and he has always listened. Unlike some other advisors he is not out to make a quick buck as if he were he would certainly not have chosen to assist me at the time of our meeting.”

K.E.

“I have always found George very straightforward and honest and prompt in his responses to me. He is very clear with his explanations, and very practical in his advice. He is also very respectful and considerate. I have already recommended him to family and friends.”

Lydia

“I would highly recommend her to any of my friends and colleague as we all need a little help in our finance from time to time. It never hurts to seek advise, especially from someone who knows what she's talking about.”

Wuryan

“An aspect of my dealings with Sam I find very comforting is that he is very approachable and has gone out of his way to provide a range of options for me to assess before undertaking any investment strategies. I have never felt pressured to follow a particular product line as I am able to make an informed decision.”

M.K.

“All of the advice given to us by George has been extremely helpful and factual. He always provides a very balanced and realistic view that meets our investment needs. He also always offers several options giving us greater flexibility.”

Patrick

“Jane is highly client focused and will fight tooth and nail for the best outcomes for her clients. She took the time to get to know me and worked out a plan that accounts for my goals and expectations.”

Grace