Testimonials

I have helped more than a thousand families plan for their aged care and age pension plan. Here are some of our happy clients experience with us:

Katrina, +65

“Bills manner is calm and confident. I felt very happy with all his recommendations and explanations.”

Elizabeth, +65

“Bill has saved me from trying to manage a difficult task .thank you Bill much appreciated! Elizabeth B.h”

Bernadette, 56-65

“Bill is our financial advisor. We always find him professional, reliable and competent in our dealings with him. His support in organising our financial matters has been invaluable . We highly recommend Bill. “

Gerald & Helene, 65+

“I have used Bill’s services for a long time and will certainly continue to do this as he always demonstrates such excellent financial knowledge and advice with our super investments and retirement planning. Thank you Bill.”

Robert, 65+

“I have found Bill to honest in giving his opinions which admire and has kept me updated with market trends on a continual basis. “

Ken, 65+

“An excellant Financial Advisor who goes out of his way to help”

Paul, 56-65

“Bill has been helping me with my super, insurance and investment planning for close to 10 years and more recently helping me with my retirement planning. He has always been knowledgeable and patient with providing me with solutions in these areas. What I really appreciate with Bill is that he never tries to ‘hard sell’ you on any of his solutions, which is rare with financial planners. “

John & Christine, 65+

“Bill has been our financial advisor for several years, he has assisted my wife and I in bringing our spending into line, so much so we are now in a good situation. Bill has always been there for assistance with Centrelink, strategies, the latest, investments, a regular newsletter to keep us informed. He goes out of his way to give us advice in all areas of financial planning.”

Joseph, 65+

“This is an area that worries me as it is our future and Bill has taken control and been on the front foot all the way through the process. He keeps us informed and I feel he looks after our best interest. No trouble in recommending him to anyone with these needs”