Client Testimonials

"We felt very reassured that we had made the right decision in investing in good financial advice and specifically in tracking you down! We were quite amazed by your grasp and knowledge of so many areas and up to date knowledge of the regulations.

You have such an obvious passion and enjoyment in your work and we really do appreciate your time you've put into getting to know us and understanding what our needs are and are likely to be."

From Heather and Ken who received pre and post retirement planning, debt reduction and complex defined benefit advice which achieved both their personal and intergenerational family planning goals.