Damon Inness

My wife and I started with Damon for our process for retirement plans and strategies. After clear conversations, we explained our current situation, and he developed a personalised Statement of Advice that sets out the essential recommendations for us. We did not know much about Centrelink's process, pension, retirement rights, or strategies for creating an exit plan. He answered all questions, helped build up our Centrelink profile, and guided us through our superannuation contributions until we could receive our pension. My wife has already retired, and I am committed to selling my business so that I can be fully retired and enjoy my golden years with my wife and family. We highly recommend Damon and his team to anyone needing help planning and going toward retirement and much more.

Damon and have team have done a great job of setting up my finances and helping me prepare for the future. Highly recommend!

Damon recently provided guidance with expert recommendations in relation to transitioning through the phase of entering retirement and into the pension phase. Damon was very knowledgeble in this area and the recommendations he put forward were accepted by me based on the approach he presented and by spending the time to explain the process steps when applying for the Aged Pension and the hands-on methodology he adopted regarding the application process. He kept me well informed during the process steps with CentreLink and managed the entire application process for me. This was of great benefit and this made the application process completely stress free. I would like to highly recommend Damon for his communication style and what I consider to be very professional and expert advice.

Damon was very responsive when communicating and very knowledgeable of the processes required for our needs. Moving from NZ and shifting our KiwiSaver over seemed like it would a complex process, but Damon took all the hassle out and provided sound advice.