“How to manage the windfall gain on the sale of our small business early this year”
Dom, Doctor Read More
Category Archives: Testimonials
“Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.”
Barry and Eileen, Retired senior executive Read More
“The fact that it is a family business, which their father has built up, gives me the confidence I have chosen the right advisors. I also appreciate the fact that their father continues to be their mentor.”
Mal, retired Qantas pilot Read More
“Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations including BAS, worker’s compensation, insurances etc., which takes a major burden off my shoulders and gives me peace of mind.”
Andy, ENT Specialist Read More
“I have a professional finance background and could handle my finances myself. They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.”
Stephen and Cherry, ASX 200 Finance Director Read More
“Being in our mid 50’s, we thought it was time for us to get our financial future structured in a way that provides us with the security we need in our retirement.”
Maureen and Sanjay, Senior IT consultants Read More
“After the sudden death of my husband, I felt very vulnerable and I knew I needed a financial advisor that I could trust implicitly.”
Lee, Widow Read More
“We were looking for truly independent financial advice”
Lucy and Steve, Australian Defence Force Read More
“We wanted to ensure our financial future was structured effectively, allowing us to retire in as much comfort as possible and we felt that we needed some professional support and guidance.”
Michael and Karen, Doctor Read More
“Claire and Tim Mackay, Bill’s children, have now taken on the business, and I can only say that both of them are looking after me as well as their father did. They both are highly qualified, very knowledgeable; they care about my wellbeing and they keep me well informed.”
Shirley, Retiree Read More