Testimonials

“Friendly, precise and trustworthy advice”.

12 June

  Malcolm Harrild

“Easy to contact and easy to talk to”

12 June

  Pamela Liddel

“Well researched, considered and honest advice”.

12 June

  Sunny Pratt

“The staff are always polite and willing to assist. My dealings with Katrina are excellent , explains things to me in easy terms”.

12 June

  Thankyou, Julie    

“Excellent personalised service and knowledge of my financial needs for now and into the future.”

19 March

Kari

“Prompt response to any enquires, person to person contact, good investment advice for our super with results.”

7 March

Stewart

“For giving personal, family type recommendations and advice on very important future financial planning.”

5 March

Sunny

“Relaxed and friendly people, well informed, provide a quick response to specific questions when research is required, reliable, manage one’s portfolio well.”

4 March

Shirley

“Easy to contact and easy to talk to”

4 March

Pamela

“Gerard is always very approachable with any query.”

3 March

Barry

“Responsive, personal service!”

3 March

Mary

“Quality advice from people we trust.”

27 February

Steve

“The people”

4 March

Gordon

“Services provided”

3 March

John

“Personal and professional”

3 March

Janice