From the day I came to your office, a nervous investor I found you to be very caring, friendly and open. You have an honest face. From the beginning I trusted you with my small super fund.
I was coming to you at the end of a very volatile period in the industry and was worried about protecting my super and trying to provide a nest egg for my future. It was a time when I was very worried I would not have enough to retire on. You guided me through the process with what now turns out to be sound advice and I now find myself in a position where I can retire to live what I hope will be a comfortable life in retirement.
You are also in the process of guiding me through what is a confusing time with my elderly mother's latter years. What to do with her house, how it affects her pension. What to do about the cash she is holding in term deposits and all the confusion that goes with it.
Overall I have found you to be educated and confident in the advice you give to your customers. I would not hesitate in recommending you to others.