What clients are saying
“It is over 8 years David when on a recommendation from a couple we met on a cruise we came to see you. You spoke to us about Transition to Retirement and other options available to us. We applied for pensions and you came with us David to the interview with Centrelink.
David you knew us, what we were like, what was important to us financially – you got us!! You looked after us advising what to do financially always with the aim of obtaining the most from Centrelink. All this time you and your wonderful staff dealt with everything Centrelink related which was such a blessing.
David you cared about us not just as clients but also as a couple going through a change in our lives that was daunting, financially scary and to some degree lost. We felt that we were as important to you as people as if we were part of your family. How lucky we were…
…The whole financial process is overwhelming to us and we could never have done any of this on our own. Tony was the go between person with us and the tax man giving us advice and what was needed to lower as much as possible CGT. We had a face to face meeting a couple of Fridays ago where Tony explained what he believed was needed to be done with the settlement monies and how to increase our income but also still receiving Centrelink pensions. We walked away feeling like Tony would have given the same advice as he would his own parents.
Then during all this time we have had the pleasure of speaking to your wonderful staff – Caitlin, Tamara and Priscilla (and others that I cannot recall their names). I ring and their greeting is cheery and always asking how we are. For example today I received and email from Caitlin and the first line is: Hope you had a lovely weekend. Staff who also care and are polite and respectful to us.
So David and Tony you have made our lives as we age one where we are looked after, cared for, respected and so much more. You are both unique in your professionalism and communication in an ever changing environment.”
Peter & Nat. 2023