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Google Review 3.0.0
NPS – thanks 3.0.0
Financial Services Guide (FSG)
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Referral – thanks 3.0.0
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NPS – reason 3.0.0
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Refer a friend 3.0.0
Skip to content
Home
Book an appointment
Google Review 3.0.0
NPS – thanks 3.0.0
Financial Services Guide (FSG)
Privacy Policy
Referral – thanks 3.0.0
Resources
NPS – reason 3.0.0
Categories
Contact
Refer a friend 3.0.0
Testimonials
Reliability
1 September
Peta
Professional and helpful advice in a timely manner.
1 September
Karen
You are very pleasant, professional, punctual and we have been extremely happy with your advice.
1 September
Jan
Your financial experience to your client compassion – is excellent.
1 September
Sunny
Finger hit wrong button first time. Convenience of having such a great communicator and patient representative come to our home.
5 September
Gail
The continuing Services that I have Received
5 September
John
Easy to work with. Get very good results.
5 September
Kay
Staff very helpful and always available to speak to
5 September
Pamela
You listen, provide options that are clearly described, provide a service of care and are accessible when we seek advice.
5 September
Malcolm
We know Gerard is always there if we need any advice..very reassuring.
5 September
Barry
Feel safe my best interests are being looked after
5 September
Dale
“Efficient and well informed”
12 June
Lesley Mackinnon
“Gerard knows what is best for us and gets it sorted without any fuss. We feel that we are in very good hands in our retirement”.
12 June
David Clisdell
“Service recieved over the years”
12 June
John Wolds
“Carefully considered financial advise – Not pushy – always willing to listen”
12 June
Sunny Pratt
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