"Our experience with Tim was incredibly rewarding, and the financial advice we received was invaluable. From our very first meeting, both my husband and I found him to be approachable, personable, and easy to talk to about our finances and trusted his expertise to guide us in the right direction. At each meeting Tim created an environment of open communication, where no question was ever disregarded, and we never felt pressured into decisions. His advice was always logical, practical, and in our best interest. Although we were initially skeptical about using a financial advisor, we now see it as one of the best investments we've made. Tim helped us clarify all our uncertainties about the transition into retirement and showed us how to make our money work more effectively for us."

"Tim has been incredibly helpful explaining financial matters to me in layman terms. From being there when I first began in business 13 years ago, he has guided me through the required insurances, wills, retirement plans plus others. Never further than a phone call away."

"We’ve been so happy to work with Tim and his team. Tim is incredibly knowledgeable and has been able to identify our needs and financial goals while also understanding the challenges when raising a young family. We have been able to put good future plans in place, prioritise what we value now and feel confident with our financial choices and standing. Highly recommend!"

"Took a while to respond to our initial email but after that, no issues - prompt & clear communication. Tim has a laid back & friendly demeanour & appears genuinely interested in what’s happening in our life. Never pushy & uses his extensive knowledge to suggest what’s best for us. We have no hesitations in recommending Tim to anyone seeking a financial adviser."

"Tim has been my financial adviser since 2018. Tim is honest, reliable and really cares about his clients, and that was evident right from the start. He has given me such great advice on insurance, super and investment, including upgrading my insurance to Own Occupation TPD. I had to close my small business last year due to injury, and thanks to Tim I was covered financially, and didn't have to sell my house and live off the capital whilst I had surgery and recovered. He walked me through the process with assurance during a very difficult time. I can't thank him enough for his support and advice, which has allowed me and my family to maintain the highest level of well being possible, and provide security into the future."

"Tim communicates with clarity and purpose, understanding fully our needs."

"Communication via teams, face to face and email - always responds in a timely manner. Always friendly, professional and gives 100% attention when meeting with me. Good listener, understands my questions and responds in everyday language that non-financial people can understand."

"Tim, listened to our concerns and assisted us in finding the best super and life insurance policies. Any questions we had on performances he would either reassure us with information stating we are in the right place or suggest alternatives to provide a better outcome. He has been a great source of information and has enabled us to plan for our future retirement in a calm and suitable way based on our ages and current stage of our lives."

"Tim was recommended by our accountant for his ability to focus on life goals in step with financial goals. He was very approachable and easy to understand. We've enjoyed working with Tim immensely, he's given us the confidence to enjoy life knowing that our finances are automated and on track for a secure and fun future. Thanks to Tim, Sarah and the team."