We have known Stephen for the past 25 years and he has been our Financial Adviser for 22 years. He has always given us sound advice for both myself and my wife for our retirement. Whenever we have needed his services other than the annual review he has always been punctual and more than helpful to assist with our needs. He can be 100% relied on for his sound knowledge of all superannuation facets that are required to obtain maximum returns on our funds. Stephen is always approachable and nothing is ever a problem due to his kind and caring personality. We would always recommend him without question to others.

- Clive, 65+

We have been clients of Stephen for fifteen years and have been highly appreciative of his expertise and care. He is completely trustworthy and pays close attention to our financial situation and his prompt execution of any changes we initiate. We admire his generous approach to fee structuring and would have no hesitation in recommending his services.

- Frances, 65+

We first met Stephen when he was still working for the NAB back in 1999,when he was our business accounts manager. He assisted us to obtain loans and transfer loans from one area to another. His knowledge and assistance was greatly appreciated and because of that previous experience, we followed him into his financial planner business and have had total trust in him ever since. We are now 83 years old, and whilst blessed with great health and mobility, it is a secure feeling to have Stephen a phone call away when we need advice. In short, he has greatly assisted to make our financial future secure.

- Roy, 65+

I have no hesitation in recommending James to anyone seeking sound financial advice, (and I continue to do so). When you work all your adult life to accumulate assets to support you in your retirement, you need to be sure that the advice you receive is in your best interests. James has proven to be that person for me. James is highly effective and thorough in developing options to match my financial planning needs. His financial competencies and industry knowledge is extremely impressive, however I have discovered that it is his personal attributes that far exceeds his professional attributes and truly sets him apart. James has demonstrated a genuine interest in me as a person and my set of unique financial circumstances that has set him apart from other financial advisers I have worked with. Quite simply, James makes me feel confident that my financial assets are safe in his hands.

- Gary, 56 - 65

Superannuation investment decisions can become quite complex but James has always able to explain the intricacies of the decisions to be made. He has provided these explanations over the phone, in person, on the whiteboard and also with typed documents for my understanding. I have confidence in James' advice.

- John, 65+

Since James took over managing our investment and superannuation folio, we have found him to be most competent and knowledgeable. He understands our needs and long term financial plans and has made some excellent choices in regards to our future financial planning. We would not hesitate to recommend James and his colleagues.

- Chris, 65+