Alan has carefully chosen the best insurance policy for my wife and myself and then successfully negotiated a great discount on premiums. He also organised the transfer of the superannuation funds into a more flexible super fund and prepared a plan of investments in accordance with our profile and requirements.
His team assisted in every step of the process, the guys are very quick in response and resolved all the minor issues fast and efficiently.
Alan is very keen to provide an advice should any question arises - it's not simply "set it and forget it" - there is a continuous and ongoing support and I feel confident they are truly a part of my team.

Approximate cost: $500