Stephen Manassah

When contemplating retirement we were referred to Stephen by a former longstanding work colleague who had an ongoing adviser/client relationship with Stephen for several years and whose assessment and judgement of people and their expertise I rate highly. In only a very short period of time (~2 years) we have transitioned from pre to post retirement and have been extremely impressed with Stephen's friendliness, genuine care, expertise and professionalism. In providing this review the ultimate test for us was "would we recommend Stephen as a trusted financial adviser to our family and closest of friends". The answer is a very comfortable yes.

Stephen's experience and knowledge have been of great help to us over the years that he has been our adviser. Integrity, industry knowledge, interest in subject matter as well as a friendly disposition are all part of Stephen, which means a lot to us. We know that Stephen's interest in his work carries on after work, such is his interest in all financial matters. All of the above means that we are very confident in Stephen as a financial adviser.

Stephen is a discerning, knowledgeable and experienced professional in his field, and my wife and I are pleased to call him our trusted adviser. When we meet with Stephen, he is meticulous in his preparation, delivers his financial message in clear, concise and in a way that those at varying levels of understanding can follow. He is a great listener and asks appropriate questions to ensure we understand what he is delivering. Retirement comes with challenges that are not just financial, and to this end Stephen has the necessary wisdom to converse with his clients. Since we established our relationship with Stephen, the recommendations we've received in relation to investing our monies, structuring a pension and managing our income/superannuation tax expectations have been first class. Stephen came highly recommended from multiple colleagues, has met our expectations and is a valued advocate.

We enjoy our interactions with Stephen and he is a consumate professional that is clearly not only dedicated to providing the best advice that matches our needs but listens carefully and understands our needs. His dedication to staying on top of the ever changing world of taxation and superannuation is just what we need.