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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Phillip Thompson

    To: Phil Thompson
    From: Gregory

    "Excellent. Easy to talk with and provides tailored, useful information."

  • Phillip Thompson

    To: Phil Thompson
    From: Steven

    "Phil was extremely professional and was able to tailor our session and provide sound advice. I would strongly recommend Phil to anyone needing a financial checkup."

  • Tony Evans

    To: Tony Evans
    From: Dee

    "I learned a lot from Tony regarding the types of investments that I could invest in. I was a little sceptical of investments in general but my investment has performed well and I now feel like I'm in ..."

  • Robert Warry

    To: Robert Warry
    From: ANN

    "Robert's response to all enquiries and requests for advice and changes to my retirement financial package are always met with careful discussion and clear explanation so I am able to make the decision..."

  • Ray Ong

    To: Ray Ong
    From: Joseph

    "We felt very comfortable with Ray. He understood our limitations and abilities and worked with us throughout the process always taking time to be sure we understood. Very happy to recommend Ray and hi..."

  • Simon Lu

    To: Simon Lu
    From: Sisa

    "Simon has a friendly and personal approach, he takes the time to sit with you, listen, understand and get to know you. Based on this, Simon was instrumental in helping me set clear and realistic goals..."

  • Murray Thorpe

    To: Murray Thorpe
    From: Richard

    "I have found Murray to be very reliable and honest financial adviser who has well exceeded to deliver on my expectations."

  • Nat Daley

    To: Nat Daley
    From: Lynne

    "Very happy with my dealings with Nat"

  • Michael Grammatico

    To: Michael Grammatico
    From: Josh

    "Michael's knowledge & expertise was delivered not only in a friendly & professional manner but in a terminology that gave myself & my wife a clear understanding of the insurance products & services we..."

  • John Gould

    To: John Gould
    From: Jeanette

    "Very happy with the way John helped me as this was a first time and a power of attorney for my son so it was not straight forward."

  • Brent Story

    To: Brent Story
    From: Grant

    "Working with Brent on an ongoing basis has helped us to reflect upon what the plan was and to make adjustments to take into account our changing financial position. His input has been really valuable,..."

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