James Walker-Powell

James has looked after my superannaution and retirement planning for more than 30 years, and for the last 10 years or so has included my wife Kay after she retired from her Public Service employment. He is attentive, always available, has or promptly finds the answers to enquiries, and our working relationship is one of courtesy, privacy and complete trust.

As an existing client of over 25 years I have found James to be wise in recommending the proper products at the most competitive price. The outstanding feature of james’ great success is that, in times of need or sickness, he is the client’s advocate to the insurer for sickness and accident insurance to ensure the insurance he sold you years ago, and you said you did not need, is there to pay you every month. In addition he becomes a member of your family to protect you from any issue that may arise. James is a wonderful, caring and considerate man and adviser who puts clients first and his pocket and fees way down the list of priorities. Well done James! Andrew K - SYDNEY