About Us

“I was delighted to find that you did not attempt to ride “rough shod” over my conservative ideas, that you demonstrated tolerance, patience and understanding of the frame of mind of one new to the investment world, and that you were prepared to go to such lengths to explain so clearly the various considerations and alternatives. I also appreciated the absence of pressure to persuade me to choose any particular course of action.”

– John Pearce

“For a person of bad financial understanding such as me, you have done a good job of helping me through the financial maze,John. In these days, when either side of the Government argue about which is the best way, for the economic path, it is good to be able to put that guidance into someone you feel you can trust. Thanks for that, and the efficiency in which the whole super changes etc were made – it was great while on holiday, to call into Centrelink at Broken Hill and be told the job was done.”

– John McLean

“John has prepared a Financial Plan for us and has assisted us with our pension entitlements and dealings with Centrelink. In these matters John has given excellent service. He always makes himself available for discussion and answering queries. With regard to Centrelink, he has been most willing to make phone calls on our behalf, and his knowledge and advice has been of great value.”
– Les and Gwen Adkins