Simon is very easy to talk to and understood my needs and requirements.
Simon has given us lots of advice on our superannuation, retirement funds and setting up tax relief on my wife’s wages until she retires. He explains every step of any changes so we fully understand the process and the end outcome
We did not understand all the financial elements of our super and pension. All it took was one phone call and a meeting with Simon and everything was explained clearly to us.
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
My original setup is very good, they offer sound financial advice.
Simon and his team addressed my concerns quickly and are pro-active with informing me of any changes that may affect my situation
Information regarding our financial matters was presented by Simon in such a great format. We now both have a much better understanding of where our finances are at, and where they are heading.
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
My investment did well, even in difficult world-wide conditions.
Simon has given us great advice and been very easy to communicate with. His explanations always make perfect sense and he makes you comfortable enough to ask as many questions as you need to. He is also very prompt with his replies and and touches base as necessary which is greatly appreciated. Thank you to Simon and Joanna for making the insurance process a vast improvement on our past experiences with other advisers