Simon is very easy to talk to and has given us some great investment ideas.
I am extremely satisfied with our interactions with Simon and the results he helped us obtain.
Simon is very easy to talk to and understood my needs and requirements.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
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.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Kath, my financial advisor provided excellent advice for my current situation.
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
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