Testimonial Category: Testimonials

Norman & Julie (65+ years old)

“My wife and I have had the pleasure of Gavin’s knowledge and security in advising us as to what is the best options for our continuous retirement in the coming years. His advice has given us a stress free lifestyle and a lot of security that we would otherwise have been concerned about. He has […]

Helen (46-55 years old)

“Gavin has been an outstanding advisor for our family. We had a complex financial situation which he took time to understand and work through a range of options. He has an excellent knowledge of all aspects of financial advice and has enabled us to maximize our returns and benefits. He has helped us plan our […]

Bruce M.

I have been involved with Richard for 10-12yrs. In this time I have found the service and advice has always been very fruitful. I have never hesitated in recommending friends and relatives to their services. The staff are always friendly and very helpful and the assistance they give us second to none – I would […]

Jill W.

“Richard, I would like to take this opportunity to thank you and your staff for both the courtesy and professionalism shown to me in the last five years. As a former registered nurse I had no background in financial matters, but I have the utmost confidence in taking up the advice given to me by […]

Bronwyn (65+ years old)

“We can’t speak highly enough about Debbie. A work colleague recommended Debbie as a financial adviser prior to our retirement. The advice we have received from her has been first rate, both pre and post retirement. We feel very comfortable with Debbie, and she is always available to answer any questions we may have either […]