Stuart Bates

'Stuart was referred to me and I am pleased he was as he has given me advice in areas including super funds and managing debt. Stuart has been able to explain things to me in a clear way. Through Stuart's knowledge and experience, I feel very confident the advice given was exactly right for my needs. I have received Stuart's full care and attention when I needed it.'

Stuart has provided my wife and myself with advice on how to best protect our retirement savings while still providing us with a comfortable income in retirement. He has also provided us with advice that may enable me to receive a Centrelink pension without sacrificing our savings. He makes himself readily available when we want to see him and has a good understanding of our financial needs and our risk profile.

Stuart has assisted us both as we step out of working careers and into our retirement years, with sound superannuation advice and likely outcomes. We have always been relaxed and comfortable in his presence and have total confidence in his advice and ongoing attention. He is upfront with his reasoning and expectations, and we have followed his advice to the letter. Highly recommended.

We have used Stuart as our financial adviser for over ten years. Stuart's knowledge of superannuation and financial markets is very comforting. We have confidence that the advice we received from Stuart suits our financial needs.