Max Watkinson

Max is professional and personable. He is very responsive and helpful, including sending reminders when necessary to ensure things don’t get missed. Easy to talk to and not afraid to do further investigation when he’s not 100% sure on something to ensure you get the right advice. We look forward to continuing to work with Max.

Having been burned by a Financial Adviser before (instructed me on insurance that benefitted him not me, only came out when I actually needed to make a claim after paying substantial premiums for 10 years) Max put my mind at ease. Max changed the picture in our heads from what we thought would suit to what actually suited us better. As we are a new client it will be a case of time will tell but so far we are already seeing a big difference in our superannuation from where we were previously. From our dealings with Max so far, I would recommend him.