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Simon, 46 - 55 years, Kellyville Ridge, NSW
"Martin's advice is always clear and easy to make decisions upon. My portfolio has never looked better and I'm very confident it's in great hands."
- Superannuation
Raymond, 65+ years, Palmwoods, QLD
"Martin has advised me in various areas of investment, including setting up my self managed super fund and the running of it, tax strategies and advise on shares and investments. Martin explains things very clearly and in terms easy to understand. Through Martin's extensive knowledge and experience i am always confident that the advise he provides is right for my needs. I have always received, and continue to receive Martin's full care and attention at all times."
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Cashflow & Income
- Complex Investments
- Tax Strategies
Amber, 35 - 45 years, Buderim, QLD
"Martin is professional, experienced and knows how to get results."
Manjit, 46 - 55 years, Donvale, VIC
"Martin is very prompt and keeps on top of everything. He always follows up and keeps me well informed. He always explains things clearly. I feel very confident and safe with Martin. He is the best. Highly recommend him."
- Superannuation
Paul, 56 - 65 years, Buderim, QLD
"Martin is continually looking at and providing detailed recommendations and advise. He always responds when I reach out and ask for advise or clarification."
- Superannuation
Stephen, 65+ years, South Yarra, VIC
"Martin instils confidence in his advice and assistance through his diligence, extensive research and clear communication of how this may be advantage to me."
Jackson, under 35 years, Beaconsfield Upper, VIC
"Martin has set up my Superannuation aswell as another personal investment, Martin has been very helpful throughout the whole process aswell as providing clear and sound advice along the way."
- Superannuation
Graham, 56 - 65 years, Strathalbyn, SA
"I’ve known Martin for a very long time. The conversations are clear, concise, and informative. I feel like we manage my super together, and in recent times when I hear about losses from many friends we have performed excellently. I have and will continue to recommend Martin for self managed super."
- Self Managed SuperFunds
- Complex Investments
- Expat Finance
- Growing Assets
John, 65+ years, Beecroft, NSW
"Martin has given me advice in areas including, self-managed super funds and share investments. Martin's in-depth knowledge and experience of the share market during these difficult times has resulted in a net 9.8% increase net of fees over the six months January - July. He is very approachable and always willing to give advice and I have no hesitation in recommending Martin to anybody who is considering him. I signed with Martin on the recommendation by a friend of mine who has been with him for many years and is extremely satisfied with the results and returns he has delivered."
- Superannuation
Sally, 56 - 65 years, Acacia Gardens, NSW
"Martin has given me advice in relation to investments and superannuation. I am extremely pleased with the returns that have been achieved as a result of Martin’s advice, +10.24% net of all fees, and I have extreme confidence in Martin’s ability to provide guidance, especially in these trying times. He is always quick to respond to any queries I may have and his responses are clear, concise and directly relevant."
- Superannuation
- Complex Investments
My clients have reviewed me based on the following areas of advice
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Financial Hardship
- Cashflow & Income
- Complex Investments
- Expat Finance
- Socially Responsible
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting