"I first met Andrew on the back of the retirement of my previous Financial Planner. Basically I had attained the age of 55 and was looking at a transition to retirement income, although I was still working p/time/casual at the time. This relationship has grown considerably recently, due to the inheritance of 2 estates."
"Andrew has been thorough in his advice and guidance. He is proactive and aligns investment strategies according to my risk options. My wife also has benefited due to additional amounts having been added to her superannuation."
"Due to Andrew's advice I've secured a comfortable income and more importantly the knowledge that he has "got my back" in regards to future needs or developments. I am now fully retired at 61 and can honestly say stress free due to the relationship myself and my wife have with Andrew."
Scott and Rita
"Andrew has been my financial adviser since 2012 and my husband, Don, whom I married in 2017, have been very happy with his services."
"He has been very thorough in communicating his advice and then giving us opportunity to choose which way we would like to go with our investments. Nothing has been too much trouble, eg on occasion, we have needed detail information collated for Centrelink and now that we have moved away from Sydney to live, he has been happy to arrange teleconferences for our annual reviews."
"We have found Andrew to be trustworthy and someone whom we can rely on to have our best interests at heart."
Don and Naomi
"At the time of our retirement in 2011 we met Andrew, outlining the service he could provide. We were impressed with Andrew’s manner and clarity in explaining how we could best manage our retirement superannuation."
"We’ve always had prompt and clear responses to all our enquiries. We are well satisfied with Andrew’s guidance in financial planning. He gives us a sense of well-being with his personal and family orientated service."
Robyn and Graeme
"When I retired, I required a professional person to invest my superannuation that I trusted.
Andrew has always been available to answer any questions I may have regarding my investment, in a way that I understand."
"My investment has increased, I feel safe. Thank you Andrew."