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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Kyle Brown

    To: Kyle Brown
    From: Di

    "Kyle is thorough, caring and helping - I happily recommend him."


    From: Mosie

    "Always good to hear from Daniel. Always positive and helpful."

  • Michael Jeffs

    To: Mike Jeffs
    From: Cathy

    "I am very pleased and comfortable with Mike Jeffs advice and guidance, Mike know matter how many times I email or phone he answers within one or two days. My response to Mike Jeffs as my financial..."

  • Mark McNeany

    To: Mark McNeany
    From: Eileen

    "Mark has been the superannuation and insurance adviser for our company for more than 10 years. We find his service consistent. Mark is the adviser with knowledge and integrity."

  • Michael Jeffs

    To: Mike Jeffs
    From: Brian

    "Michael is a fine young man with high personal and business values. He has been involved with managing our SMSF from when he started at PWM."

  • Michael Jeffs

    To: Mike Jeffs
    From: William

    "Mike provides quality,easy to understand to myself and several members of our family. His manner is always friendly and his responsiveness is excellent."

  • Michael Jeffs

    To: Mike Jeffs
    From: Ray

    "Mike Jeffs has excellent knowledge of the finance industry and long term financial planning. He is very professional in his approach and explains things in language I can understand. He has the best i..."

  • Maciej Stanek

    To: Maciej Stanek
    From: Michal

    "Maciej has been nothing but helpful and insightful in every meeting I have had with him. During my initial consultation with Maciej I walked in unsure of the path to reaching my financial goals, but ..."

  • Simon Bresnehan

    To: Simon Bresnehan
    From: Elysse


  • William Bracey

    To: Bill Bracey
    From: ian

    "Bill opened my eyes to my options , for all things financial , its a matter of trust he has earnt over the past 20 years with me"

  • Helen Russo

    To: Helen Russo
    From: Michelle

    "Helen is easy to talk to and explains everything very well. She even keeps my husband happy with her explanations."

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