Jules McBean

My Wife and I met Jules a few years back - Lives / Work / Circumstances changed and we (earlier this year) sought out Jules again (Found him as a part of KDM) - in regards to providing Financial Advice for the next stage of our lives. After initially catching up again - we clarified - as to what we were looking for and Jules + Robert (from KDM) set about putting together a plan that catered for our needs.

Throughout the process - Jules was always available and Communication between Ourselves / Jules & Robert was easy going. Not only through this current process (but also from previous interaction) we were confident in Jule's guidance.

My previous Darwin based Adviser and best friend spent months researching this arena to find the most appropriate group to sell her business to so she could devote her time to her terminally ill husband. Julian and his team won the day and I am extremely happy with the honest, transparent approach and guidance to my financial situation. It still feels like I have a friend that has my best interests at heart.

As a retired bank manager I have met many financial advisers. Trust is a major issue for me and that is why I am Jules' client. He is genuine and approachable and yet professional. I would recommend him to anyone seeking advice.

Jules is so efficient and yet also extremely considerate of our needs as individuals and a family business. He is a pleasure to deal with and always available for answering out questions.