As experts in wealth accumulation and
protection, we will provide you with a
tailored financial strategy unique to you.
‘‘I was working and putting aside some money for my superannuation, however I realised that the amount accumulated was not going to be enough for my retirement. My financial situation was not great as my husband had entered into a business venture that went very sour and unfortunately all our savings and assets were lost. I therefore was looking to consult a professional financial adviser and seek his advice and expertise as to how I could improve my superannuation for our retirement.
Having home visits for appointments made it a lot easier and convenient and it made us feel at ease with the discussions undertaken. Both my husband and I were very impressed with your knowledge both with finance and Centrelink benefits that were available to us.
With your guidance to salary sacrifice we managed to save a lot of money and consequently increased the superannuation amount over the years.
At all times you were very professional and always provided the necessary documentation and information requested without delay.
We cannot thank you enough for intervening when you did, because by providing us with different options and ideas we can now live comfortably and without having to worry about money.
We would not hesitate in recommending your services to anyone seeking assistance in planning their future.”
‘‘Nick has been our financial planner for over 10 years now. We have found him to be very helpful and he always made sure that we understood his recommendations and strategies.
We are a young family and had concerns regarding personal insurances. Nick was able to recommend an insurance plan and even structure it in a way that we did not have to pay for it from our cash flow.
Nick is very knowledgeable, and we would highly recommend his services to anyone seeking assistance. ”
Bill & Norma Dimitriadis
‘‘I first recognised the need for professional financial advice, not just as I started to earn more and wanted to be money smart, but as I had more responsibility and realised there were others that would depend on me i.e. family.
Nick provided wholistic and specific advice based on my situation. What personally stood out for me was that you helped educate me on some of these topics and me feel empowered and optimistic about my future.
Nick’s advice gave me a line of sight over each decade of my life up to retirement. I left his office feeling in control of my financial future and enthusiastic about wider parts of life that financial freedom could provide.”