Testimonials

There is no greater satisfaction for us than helping our clients achieve their financial goals, and we’re extremely proud of the difference we make to their lives. Here’s what some of our clients have to say about us.

I’m pretty much ignorant about financial things, and when I was made redundant and considered retirement, I got advised by a friend to contact Mark. He was fantastic, explained everything about my Super in a way I could understand (although some of it was pretty complex) but I immediately felt I could could trust him to give me the best advice, He was very professional, very friendly and and I feel very confident that I am in very safe hands. He was also readily willing to provide advice and assistance after we finalised everything which was great. I would recommend Mark to anyone in my situation.

Steph (aged 56 – 65) testimonial dated 20 October 2019

Mark has given us advice on best options for our superannuation. We are happy and confident with the advice we receive.

Jim (aged 65 +) testimonial 22 October 2019

Mark provided advice to my partner and I on superannuation and the age pension. He restructured our superannuation accounts and completed the application forms for my age pension which I now receive. Mark provided an excellent service which was logical and understandable. He took all of the worry out of a potentially stressful situation. I do not hesitate to recommend Mark to my friends.

Ian (aged 65+) testimonial dated 20 October 2019

Mark has given me advice in areas including superannuation, retirement planning and investments. Mark was always able to explain things to me in a clear way. Through Mark's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Mark's full care and attention when I needed it.

Gerard (aged 56 – 65) testimonial dated 20 October 2019

I have been a client for quite time and have always valued Mark’s advice. He is attentive to detail and easy to talk to.

Mike (aged 65+) testimonial dated 20 October 2019

Mark’s explanations of the reasons behind his advice were clear and comprehensible. I found him highly perceptive and responsive in his analysis of our financial situation, and I would have no hesitation in recommending his services to our family and friends.

Charles (aged 56 – 65) testimonial 21 October 2019
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