Stephen Manassah

Stephen is a knowledgeable, experienced and talented advice professional, and my wife and I are pleased to call him our trusted adviser. When we meet with Stephen, he is always prepared and provides clear and considered advice for both our current needs and longer term financial goals. He is a good listener and makes sure we are fully understanding of his advice and the way forward. It is a pleasure to know Stephen and it gives us great comfort to know we have someone of his calibre guiding us to achieve our retirement goals in a world that gets more complex each day.

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.