Testimonials

Our clients are our best advertising…

Client Testimonials

  • Stephen has been managing my Superannuation and offering me Financial Planning advice for over fifteen years. Having no financial interest or previous experience in financial matters, I was confused by products and other services available. I have found Stephen to have extensive knowledge and advice within his field, and beyond. He has been very patient and able to explain financial processes and advice very clearly, and has helped me make decisions and really feel empowered about my financial situation in many aspects.

    Stephen was very helpful when I had difficulties trying to get a home loan approved, especially since I was looking at purchasing a home as a single person. Stephen gave me valuable advice and helped me arrange my finances that allowed me to be eligible for a home loan and purchase my home, which has been a massive achievement for me personally.

    Stephen has always provided me with sound and sincere financial advice and has earned my trust and highly value his judgement. I would not hesitate in recommending his excellent services.

    Suzana Velevska

  • Stephen is a great support. If you don’t know him call him. I’m a customer for a long time. And no. I’m not a relative or a friend. He’s my financial planner and has been so for many years. Always has my back.

    Pam Wright