We are happy with the way Simon has handled our Super and the advice he has given us on request.
Simon and his team addressed my concerns quickly and are pro-active with informing me of any changes that may affect my situation
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
I have only been seeing Simon for a short time, but he has done exactly what he said he would do within a short time and provided and executed a clear plan forward.
Kath is very supportive and understands exactly what our needs are.
I have been a widow for six and a half years and needed professional assistance in securing my financial situation for the future. Simon was able to give me valuable advice and direction in how to manage my assets, setting up a lifetime annuity and establishing a prepaid funeral plan that enabled me to receive a part pension through CentreLink. He also acted on my behalf and submitted all the necessary applications to the various agencies resulting in a very successful conclusion. At all times Simon was professional, very patient and made every endeavour to ensure that I understood the plan which, in turn, made me feel very confident that the advice he gave was right for my needs
Simon listened to what we wanted and then put forward a financial plan to meet our wants. He is a caring man and will do anything to make sure we are happy with what he presents. He goes out of his way to put things in place for us.
Kath has been amazing for us. She has sorted everything out and continues to do this for us. She is always in contact, informing us of any changes and help that we may need. We would certainly recommend her to our friends and work colleagues.
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!
Simon and his team addressed my concerns quickly and are proactive with informing me of any changes that may affect my situation