Our clients are our best advertising and the biggest compliment we receive is when our clients recommend us to their friends and family.

Client Testimonials

  • Chris has helped me a lot in sorting out my retirement plan which was, before his great advice, a mess and almost non-existent. I was overwhelmed with his professional approach and at the same time his ability to explain everything in a simple way that even I could understand and trust. If you are in need of Financial Advice, and want to gain a friend along the way, put your trust in Chris.

    Anka Lukinac

  • I first met Chris when I needed some expert financial advice concerning a legacy that my parents had left me. From our first meeting I knew that I was in very good hands, Chris providing me with a comprehensive Statement of Advice, followed up by our one on one meetings, so that I was well informed and truly comfortable with the way my finances were progressing. Chris has always shown to be polite, understanding, and helpful towards me, and is always available to take my calls.

    Thank You Chris for a very successful 2 Years, and look forward to many more.

    Carole Coulter

  • I met Chris back in 2014 when my work place shut down. Since then he has been my Financial Adviser and he has guided me through my financial business, regularly kept me up to date seeing how I am coping with everything, ringing me giving up to date reports. He is a good Financial Adviser & most of all a good caring person. He takes time to help you and guide you step by step making sure you are always satisfied. He tries to get the best for you. I am glad I met Chris. All I can add is thank you Chris.

    Con Vafiadis

  • I’ve been with Chris for a few years. I can recommend Chris to anyone looking for financial advice.

    Paul Abbenhuis

  • Chris has certainly been extremely helpful in providing me with valuable financial advice. He greatly assisted me when I decided to purchase the unit which I had been renting for quite some time. Chris also offered valuable advice when suggesting an appropriate Superannuation fund and by developing a strategy to assist in my transition to retirement. He also convinced me of the tax benefits of salary sacrificing.

    Chris is always eager to assist and promptly responds to any requests that I have. He is friendly and courteous at all times.

    I would highly recommend his services as a financial adviser.

    Ian Smith

  • Good and honest information & service. Obliging and goes out of his way to help.

    Beryl Riddoch