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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Angela Martyn

    To: Angela Martyn
    From: Julia

    "Always friendly and professional to deal with. Extremely knowledgeable on investments and markets."

  • Mei Wong

    To: Mei Wong
    From: padmini

    "I find Mei very efficient and a pleasure to do business with.i have already recommended her to my friends."

  • Kane Jiang

    To: Kane Jiang
    From: Everard

    "Friendly and honest. Looked at the bests options and made recommendations that would best suit my financial needs."

  • Adam Wade

    To: Adam Wade
    From: Richard

    "Adam has been great to deal with. Nothing has been too much and everything has been perfectly explained. We were looking for someone to take the pain out of the "boring stuff" but know that we were b..."

  • Alex Lu

    To: Alex Lu
    From: Gerry

    "He's well knowledgeable and confident of what he's doing. Making myself informed of what's going to happen during my retirement. He's accommodating to my requirements and respond quickly to my queries..."

  • Alex Lu

    To: Alex Lu
    From: Wilson

    "Very good service and helpful which would consider the most suitable package and product to my current situation."

  • Rhys Higgins

    To: Rhys Higgins
    From: Bill

    "Crest Financial Services was referred by our Accountant. We have been very pleased with the excellent SMSF advice and service provided by Rhys and the team at Crest."

  • Muhammad Amjad

    To: Imran Amjad
    From: Antonio

    "Imran has provided me advice based on my needs and put me in a better position at my age. Highly recommend him for financial advice"

  • Carolyn Spampinato

    To: Carolyn Spampinato
    From: Alasdair

    "I saw Carolyn after my previous adviser retired, and I'm very glad I did. To put it mildy things were "a bit of a mess". She properly explained things I had previously glazed over and nodded my hea..."

  • Leon Versace

    To: Leon Versace
    From: Geoff

    "Leon is a very competent adviser. He takes the time to explain everything and provides alternative strategies. He also takes the time to keep in touch to make sure your investments are meeting your ..."

  • Brad Macaulay

    To: Brad Macaulay
    From: Kel

    "I’d most definitely recommend Investment Zone. Right from the word go, Brad made things very simple. Brad came highly recommended and I can now see why. I would happily recommend Brad and the Inve..."

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