We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.
Excellent Financial adviser.
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
Simon has been amazing and helped with all our needs, we would highly recommend him to our family and friends and anyone looking
Kath is a very understanding and dedicated person who looks after and cares about her clients with heartfelt passion!
It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
Simon provided advice for My Superannuation funds and insurance. As a person who does not fully understand the finance world. Simon explained everything fully and in a way I could understand. I feel fully confident in Simons ability to provide the information, advice and services I need. I am fortunate to have Simon assisting with my ongoing financial needs
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Simon took the time to explain the options and best course of action with regard to our superannuation and insurances. His expertise and advice was very much appreciated, educational and extremely valuable
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