Hear More From Our Clients
We have a range of clients from many different areas & backgrounds. We tend to take care of clients for at least 15 or more years with our relationship being a close, trusted & honest one just like a great friendship.
In October 2017, we conducted an anonymous client survey (using one of Australia's leading consultancy firms) where we received a 64% response rate (the usual benchmark for survey responses is 30-35%).
We are pleased to share the following "General Comments" from our clients as part of the survey:
Please note, ALL comments below are exactly as they were written - which explains some of the spelling, grammar and sentence syntax.
"I have a very high opinion of the approach, professionalism and service model that I've received. It's highly personal, tailored and comprehensive. A key factor is the philosophy that it's life planning as much as financial planning and the goal and risk alignment is key. Thank you for your outstanding service in financial planning. I look forward to many more years of goal achievement as my family situation changes in the next decade or two."
"I trust their advice actions... I don’t not have to worry regarding my financial future."
"They are professional and caring advisors, as a result I have introduced some successful clients to the group."
"Excellent personal service & commitment to supplying the best outcome for the client."
"1st class company run by two very competent owners. Looking forward to many years of service."
"We have every confidence that our advisers are doing the best for us that they can. We are overall happy with the results."
"Gavin and David are a great team - their skillsets complement each other beautifully. "
"I always feel confident with my advisor and with the advice given. I do feel however that we have not gathered the wealth that I thought we might have as most of our wealth has been gained through superannuation and long service payments etc. I also understand the highs and lows of the market and how this effects wealth accumulation. Perhaps we should have started this journey sooner? "
"This team is always helpful and in the most timely manner. I constantly recommend them to friends."
"We have known David and Gavin for many years. They have guided us from work to retirement and explain things to us in simple terms."
