Noel, 65+ years, Dunkeld, VIC
“Robert’s friendly nature and enthusiasm inspires us. He gives us confidence and the results of our investments are showing this positive trend. We are very happy to continue working with Robert.”
“Rob was extremely approachable and knowledgeable, and, as a result, I was able to learn a great deal. He provided me with excellent direction on where to go with my…
“Ashley was very professional and friendly and answered all questions posed in relation to aged care and associated areas in relation to care of my father. I left the appointment…
After being captivated by the initial euphoria of the financial benefits of participating in a SMSF, my aspirations were soon shattered by a complete lack of financial expertise as well…
“Olivia is very personable and very easy to talk to and, like all the staff, is very happy to drop things to have a chat and answer any questions and/or…
“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed…
“I have always found Rob to be responsive and honest, based on his knowledge. I have always been confident in the advice that he has given. He has also been…