James Weyler

James started by asking a series of questions to understand my situation and needs. He then went through a number of resources to clearly explain my specific questions and in turn opened my eyes to the bigger picture of managing my portfolio. James was an excellent listener and a clear and concise speaker. I would definitely recommend him.

At a time when we were consolidating our affairs, James provided easy to understand advice and recommendations consistent with our financial priorities. Very happy to recommend him to others.

It's been a real pleasure working with James. He is extremely approachable and respectful. He is a very good listener and aware of the need to understand the nuances of his client's circumstances and needs. The advice he provides is clearly explained, which is extremely valuable to clients seeking to navigate complex materials and choices. He has always responded promptly to requests for meetings information and advice and in his execution of that advice. I am very happy to recommend him to other clients.

We have found James a very approachable person. He is competent in all aspects of his work. James is a good listener and communicates clearly across different situations. He explains all elements in relation to advice offered. James is client centred and has your best interest at heart. We thoroughly recommend James to any person seeking financial advice.