Mike Jeffs

Mike places a strong emphasis on building long-term relationships based on trust, integrity and my personal circumstances. Throughout my interactions with Mike, I have always felt valued and heard. He is readily available to answer questions, provides easy to understand updates, and offers tailored guidance, making me feel confident and supported in my financial journey. I highly recommend Mike to anyone seeking a trustworthy and highly proficient financial adviser.

We had approached other financial planners in the past but they just wouldn't listen to us so we had given up. But as we are approaching retirement we thought we would give it one last try. Mike Jeffs was recommended to us and actually listened to what we were saying and why. We have worked with him for some years now and he has helped formulate an investment strategy that is working beautifully for us to set us up for the retirement we want.

Mike is easy to understand, endlessly patient answering questions and very responsive to queries. The annual catch up is also invaluable.

I thoroughly recommend Mike and the team

Mike has been a great source of advice and guidance. Very knowledgeable and responsive. I would recommend Mike’s services to anyone in need.

I have been assisting my Mother-in-law with managing her finances for the past two years and as part of this process I engaged Mike to assist with managing her affairs. I have always found Mike very easy to deal with and he has always provided clear explanations for all of his advice. Further to this, I have never felt pressured into making decisions and having Mike's assistance has given me the confidence that I are providing the best possible outcome for my Mother-in-law. I wouldn't hesitate to recommend Mike to anyone who needs financial assistance in the areas that he has assisted us in.