We were introduced to Stephen and Daniel approximately 12 months ago. After being let down by our previous financial planner, we were a little sceptical about the whole thing. It took only one visit to realise that the services provided by these two gentlemen belong to another category altogether.

Needless to say, we are extremely happy and reassured, relieved and secure that our hard earned cash is managed by someone who “is in the know” and most importantly, is here to stay for the long run.

Both Stephen and Daniel answered all of our questions without hesitation, provided us with options and solutions, if one issue required a few investigations a call out, the results were promptly communicated back to us in a timely fashion.

On another occasion, I called Stephen after hours to address an important matter relating to our business. Both the call and the advice were handled on the spot without hesitation and with a smile. It is rare and extremely rewarding to experience such service today.

Thank you Stephen and Daniel – I look forward to many more years of business with you guys!