A big thank you to Jeremy and Briony for assisting with the finance for our place and managing all of our super and insurances. We truly appreciate the help that you have provided and look forward to continuing our financial journey with you. Keep up the good work!
I was fortunate enough to be referred to Nick after meeting with a variety of Financial Planners previously. In the initial meeting he took the time to really understand my goals and objectives in an empathetic manner. His knowledge and skills gave him the ability to provide a solution to my situation which no other Financial Professional’s had been able to in the past. More importantly he was able to communicate and implement this strategy in a manner which made sense to me. This advice has made a significant difference in my life. I can relax and enjoy my financial freedom
We have been using Jeremy for our financial affairs for over 10 years now and have always found Jeremy and his staff to provide a wonderful service and highly recommend them.
We were very apprehensive and uncertain about our future in retirement until we met with Nick many years ago. We have always found dealing with Government agencies very complex and intimidating. The rules always appear to be changing. Nick has been able to guide us through, explaining things in a simple and easy to understand way. He also structured our investments which provided us with certainty even during the Global Financial Crisis. Our retirement is everything we could have wished for now. We really value his advice, friendship and his down to earth approach.
My husband and I would like to thank you for the processing of our new loan application. Briony managed this promptly and professionally. We could not believe that it was approved and actioned all within a week. We would certainly be recommended her as a mortgage broker. It was a refreshing experience.