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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Geet Tangri

    To: Geet Tangri
    From: Maureen

    "Overall I am very happy with Geet. I have her as my planner for last 4 years, she provides excellent service."

  • Kane Jiang

    To: Kane Jiang
    From: Adrian

    "Kane provided me with great individual financial advice, giving a broad overview of all the options available to me to continue growing my wealth. He put my mind at ease clarifying queries across al..."

  • Kelvin Anning

    To: Kelvin Anning
    From: Kim

    "I have been a client of Kelvins now for some 10 years & very happy with his level of service"

  • Kelvin Anning

    To: Kelvin Anning
    From: Linda

    "Happy with service as the saying goes if its not broken don't change it."

  • Mark Prior

    To: Mark Prior
    From: Garry

    "Engaging Mark's services approximately 3 years ago has allowed me to retire earlier then expected and maintain required cashflow and enjoy some growth. Found Mark to be sincere and his advice approp..."

  • Timothy Hayman

    To: Tim Hayman
    From: Steven

    "We were introduced to Tim through our mortgage broker. Tim's knowledge, experience, understanding and expertise of where we wish to be financially and how to get there comfortably made our decision ma..."

  • Scott Mitton

    To: Scott Mitton
    From: Sandra

    "Genuine, professional, clear communicator"

  • David Woolford

    To: David Woolford
    From: Luke

    "Dave has guided us through a sound strategy mapping out a pathway for a financially sustainable future. I highly recommend the professional services of Dave and Collins SBA."

  • Damien Walder

    To: Damien Walder
    From: Inga

    "Damien was very helpful, scheduling to come to our house and spend time explaining insurance options and requirements to us. When action was required, he was very quick and helpful in responding."

  • Judy Power

    To: Judy Power
    From: Rhondda

    "I find Judy very easy to talk to,she answers my questions in a way that is easy for me to understand,she is very thorough always asks what my needs are and explains how my assets are invested and tha..."

  • Luke Smith

    To: Luke Smith
    From: Sarah

    "My partner and I have spoken to multiple financial advisers and none have been as personable as Luke. He has a genuine personality and cared about getting us a great outcome for our specific needs. Ve..."

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