Excellent Financial adviser.
I am extremely satisfied with our interactions with Simon and the results he helped us obtain.
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 is very easy to talk to and has given us some great investment ideas.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Answers all my questions in a language that i understand.
Kath, my financial advisor provided excellent advice for my current situation.
Kath assisted me with a rather unique situation. Her compassion and understanding of my situation was second to none. She explained all details every step of the way and has given me confidence transitioning into retirement. Kath was always available to answer any questions or concerns I had regarding my finances
Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon.
I have known Simon for many years & transferred my SMSF to him around 4 years ago. He has always been willing to discuss all investment aspects & is available to assist in all matters. I would have no hesitation in recommending Simon to other friends & colleagues