Testimonials

My husband and I first met with Steve last year following recommendations from a family member. We were immediately at ease with his friendliness, sense of humour and practical approach to all financial matters.  Steve has helped us to organise our superannuation and finances in the best possible way to maximise what we have so that we can be financially secure at this point in our lives. With my husband retired but working casually and me retired early, we were very worried about our future.

Steve is a patient listener; he is calm, honest and up front with information and advice and we feel confident and very trusting of his financial advice. Our future is now clearer financially and we are relieved and grateful for his help to us and look forward to working with him for many years to come. We will recommend Steve to our family and friends as he is unique in this field of service and that is something special.

I have been a client of Steve’s for over 12 years. One of his first clients from memory.

He set up and managed multiple policies for our family. Unfortunately a few years ago my partner died and I had to access the insurance policies, something I never thought I would have to do. Steve helped me navigate the process which would have been insurmountable without his help given the grief I felt at the time.

I have always found Steve to be a kind, warm, sensible and thoughtful professional for whom I have had no hesitation in recommending clients.