Client Testimonials
Michael was fantastic and provided sound and clear general advice to us, providing us with our options, but not over promising or pushing any particular objective or outcome.
- Ashley
Quality time during my appointment with a variety of financial options provided for me to consider and apply the best strategy for my current situation.
- Jo
Michael explained everything very clearly, answered all of our questions with ease and we walked out feeling relieved that things were on track.
- Karen
Received reminder email after our appointment time had started, crucial information about length of appointment.
- Suzanne
By completing the pre appt details was able to save myself an unnecessary appt. Michael was able to give me a quick confirmation over the phone. Really appreciated and will see him for further advise as needed in a few months.
- Debra
Michael provided us with well informed information in a friendly and professional manner
- Jan and Brian
Michael answered all of our questions and gave us a clear insight into where we are financially and what to look at going forward.
- Karen and Tony
Quality time was allocated for my initial appointment and a respectful and informative discussion reduced my anxiety of navigating my transition to retirement.
- Jo