Our clients are our best advertising…

Client Testimonials

  • On transfer to Australia in 2000 we realized the absolute necessity of sourcing Professional Financial planning services. However: the prospect of yellow pages or advertisements did not appeal. We now consider ourselves very fortunate to have received an introduction to Simon via a colleague .

    Simon, you have totally met and indeed surpassed any expectations we had those many years ago.

    With your dedication, knowledge and an overriding passion to ensure your clients have an absolute suite of financial advice, planning & implementation at their disposal to ensure both success, security & compliance with all Aust. Govmt. requirements .

    Of course and of most importance to our financial wellbeing we know and trust your professional ability implicitly.
    Almost 14 years later,we have the experience and trust to endorse with no hesitation a recommendation of
    Simon and his professional services Company.


    John & Lynne Fisher,
    Very satisfied SMSF Directors.