Tim Luxton

My wife and I have been with Tim for a very long time now and as we have matured in age, it has been necessary to glean from his experience in the ever-changing dynamics of financial matters. He has always been prompt to respond to our enquiries concisely, in both sound advice and encouragement. His polite and friendly demeanour as well as that of his staff, continues to maintain the confidence in our future.

Tim has provided advice to me across a broad range of areas, but mainly regarding retirement generally and superannuation specifically. He has always been able to assist me in identifying the appropriate strategies for my risk profile. Tim has been able to clearly explain things to me. I feel very confident that the advice he has given me was right for my needs. I have received Tim's full care and attention when I needed it.

Tim was introduced to me when I worked in Vietnam and on my return to Australia I commissioned him to set up an SMSF. Over the last six years I have frequently consulted Tim for advice on a range of issues. He is very accessible and always personable. There is no salesmanship about him; what you see is what you get. Moreover, he is good at understanding what you want and providing the necessary infomation and advice. if I do not understand what he is saying he breaks it down and provides a patient explanation. Finally, the advice he has given has been cnosistently reliable and enables me to act wtih confidence in a sphere where I lack the expertise and confidence to make sound judgements alone.

Tim has given us advice in areas including maximising cash flow whilst still being properly insured for all risks associated with our life stage. He has helped us determine a good superannuation strategy. Tim always presented choice and outcomes in a structured and easy to understand way. Through Tim's knowledge and experience, we feel very confident that the advice given was right for our needs.