Brent Story

Brent is thorough, understanding and extremely knowledgable. The takes time to ensure he understands your goals and needs and also takes the time to ensure you understand his suggestions and does whatever he can to help you achieve your financial goals.

Brent has provided advice which is customised and specific to our family's needs. He is professional and knowledgeable and is clear when providing advice.

It’s been a very easy and pleasant experience working with Brent. I now feel more secure that if anything untoward occurs, I will be financially ok and will not be a burden on my family. I feel more prepared for the future and I have a plan to achieve my ideal lifestyle. Brent’s communication was fantastic the whole way through and in no way did I ever feel like I asked a stupid question. I will definitely suggest my friends and family to speak with Brent should they need financial advice or help with their home loan.

It’s been an excellent journey, very satisfied with the results. Brent has been very helpful and cooperative. He gave us a lot of time, showed a lot of patience, listened to all the details and embedded them all in our 5 year plan. We couldn't have asked for more. We had a rough idea about what we wanted our financial future to look like but struggled to put that in a concrete achievable plan/goal. Brent helped us in that space and gave us a lot of confidence that what we are aiming for is definitely achievable, if we put some discipline in place. While doing that, he provided his expert advice on our plan and also filled in all the gaps that we had with our insurance policies, superannuation. We couldn't have done all of these by ourselves for sure. We are very happy with Brent’s service and I will be telling my friends and family to also speak with Brent!