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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Joseph Meawad

    To: Joseph Meawad
    From: Robert

    "Joe is fantastic He responds very quickly and is a very efficient financial advisor. He knows the finance industry back to front and has saved me a great deal of time money and effort. I would str..."

  • Colin de la Nougerede

    To: Colin de la Nougerede
    From: JOHN

    "i would recommend colin to anyone, he has helped us with everything,and saved us.A great professional person thanks for your help."

  • Jason Ball

    To: Jason Ball
    From: Maureen

    "Jason Ball has been very professional n most helpful in handling my financial matters. I would have no hesitation in recommending him to my family or friends. You couldn't find a nicer person than Jas..."

  • Colin de la Nougerede

    To: Colin de la Nougerede
    From: Neville

    "Colin has done lots of great work for me over many years Colin is someone I trust"

  • Colin de la Nougerede

    To: Colin de la Nougerede
    From: James

    "Colin is very helpful and has a pleasant manner. He takes the time to explain how changes to rules may affect our investments."

  • Brendon Read

    To: Brendon Read
    From: Andrew

    "Brendon and his team have been really outstanding in helping us deal with some complicated issues. His knowledge about my Government superannuation schemes was invaluable. Brendon has guided us th..."

  • Barney Ellis

    To: Barney Ellis
    From: Karyn

    "I have been a client of Barney Ellis for 18 months, in that time Barney has assisted me with a range of Insurance Products tailoring them to my personal needs, he has given me peace of mind for my fut..."

  • Jordan Ryan

    To: Jordan Ryan
    From: Mike

    "Great job Jordan - explained all steps in a complicated process and took time to go over areas that were challenging to grasp."

  • Gary Winwood-Smith

    To: Gary Winwood-Smith
    From: Margaret

    "Gary is very competent and reliable , patient and understanding of my needs. Gary is helping me prepare for my retirement in 3 years."

  • Kurt Grainger

    To: Kurt Grainger
    From: Alan

    "Kurt is courteous, knowledgeable and most helpful with the financial advice he provides. Our investments have kept well above inflation and we are very happy with Kurt."

  • Jason Ball

    To: Jason Ball
    From: Elaine

    "I have been with Jason for quite a time now and as a female on my own I very much appreciate all the advise he recommends to me as I want to remain financially independant. He is very approachable a..."

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