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“I deal with Michelle Murchison for all my financial planning and mortgage broking requirements. She is very personable and has always tried to go that”…
“I use LDB for selling our investment properties and other business issues, fantastic professional service, they have accountants, real estate people”…
“I am a mortgage broker operating in Caboolture for the last 10 years. I have met and dealt with many Financial Planners in this time. When it comes to”…
“Run Meretz from Equity Financial Services was the adviser who assisted my wife I. We had a number of small super funds in different places and Run”…
“You will find Ken a very pleasing person who is willing to let you tell him what you want to do with your money. Then he will go about looking and”…
“Helped us restructure our financial position and refinance our loans. Service was excellent, going the extra mile when we hit some challenges. ”…
“Since first talking with Mark, and taking his advice 2 years ago, we have made nearly 50% on our investments which I would've thought impossible. Many”…
“in great financial planning practise that specialises in one on one personalised service. bit of a family practise that has that client in the utmost”…
“Have been using George as a personal finacial advisor for over 25yrs and his advise has always been accurate honest and without obligation or”…
“Scott helped us sort out financial situation. we had numerous superannuation funds and he helped to consolidate everything and find suitable”…
“Hi Paul, We met three years ago, just prior to me being diagnosed with breast cancer. Without the plan and actions you put in place, the treatment I”…
“They understand how to diversify investments to yield higher returns over all ”…
“Financial Planner Jo Perricelli such a pleasure dealing with Jo very helpful understanding and great knowledge of all financial aspects excellent”…
“Exceptional service , great strategies and piece of mind. We were unsure of our position they clarified and gave us a clear understanding of where ”…
“We have entrusted all our retirement monies with this organisation since moving to Port Macquarie. We have always found them to be honest and”…
“All of the staff are very very friendly, who make you feel very welcome and important. The advisors are very knowledgeable who spend a lot of time”…
“Tony is a very friendly person & goes to extreme lengths to make sure we understand everything, he will go over it time & again if we don't get what”…
“Service is always great. The staff are always friendly, with years of experience in the business, who appreciate that the client/planner relationship”…
“Finance and refinance to buy an investment property.Nothing was to much trouble and I could phone them anytime and always find out what I needed to”…
“The staff are fantastic. You are treated as an individual from the minute you walk in the door. All clients are treated with respect and not as a”…
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