I am very grateful for the personal touch which Rosanne and David have always provided with my financial planning. They have always advocated the long term approach and my Portfolio has experienced excellent growth as a result. I have had a very long term association with Rosanne, David and John & I look forward to continuing to plan my financial future with their professional guidance.
Thank you sincerely for the generous amount of time spent on advising me on all financial and insurance matters.
After making a significant professional change, John made me aware of the need to reassess my income protection insurance cover.
As it turns out, the new policy which I purchased as advised by John, covered me for my recent out of work accident.
Thank you sincerely for the incredible assistance and advice regarding the insurance claim made recently for lost income due to illness.
I recall how Rachael made me aware of the need to reassess my income protection insurance cover many years ago and thinking I would never need it.
As it turns out, the new policy which I purchased as advised by Rachael, covered me for my recent illness which caused me to not be able to work for 3 months.
Rosanne, David & John have managed my Portfolio for 17 years now and in that time their service has always exceeded my expectations. They continue to ensure my financial needs are met and that I am fully informed with the reasonings behind their recommendations. I feel very comfortable knowing that Rosanne & David are managing my finances and have full confidence that their approach to financial planning will continue to produce excellent results for their clients
All good businesses to be successful need to be credible and have honest and reliable people directing and working for them.Some fifteen years ago prior to my retirement I was looking for a sound financial adviser to look after my assets.