Testimonials

“open communication”

5 March

Bronwen

“You focused on our needs”

3 March

Harvey

“YOU”

10 December

Peta

“Easy to contact and easy to talk to”

5 December

Pamela

“I’m a new client who isn’t very financially savvy but have found you really helpful and friendly”

5 December

Polly

“Service given to me over many Years”

4 December

John

“Pragmatic timely advice”

4 December

Mary

“Gerard is very amicable I feel secure knowing he is helping me manage my finances”

4 December

Julie

“Very professional”

4 December

Janice

“Katrina is easy to have a discussion with regarding our folios and concerns.”

4 December

Sunny

“Easy to communicate with them”

4 December

Gloria

“easy to speak with”

27 September

Gloria

“It’s always good to work with you. Ease of doing business, your clarity of explanations, integrity and interest in us is why it we score the relationship a”

14 September

Malcolm

“Friendly, caring, professional, attentive.”

14 September

Lyn

“Friendly & professional approach to any of our queries re our super policies that you manage for both Lynn & myself. Regards Stewart”

7 September

Stewart