As experts in wealth accumulation and
protection, we will provide you with a
tailored financial strategy unique to you.
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.”