Jean-Michel patiently answered Hilary's numerous questions and provided clear, jargon free advice.
- Apr 17
- 1 min
Des believes Olly's wealth of experience and conscientious approach was invaluable.
- Apr 12
- 1 min
Neal is very approachable, highly professional and extremely knowledgeable.
- Feb 6
- 1 min
Rob was impressed by Neal's thorough, down to earth approach, and the genuine interest shown in Rob's personal goals.
- Oct 17, 2023
- 1 min
Ana trusts Neal's experienced, professional judgement and feels in very safe hands.
- Jun 29, 2023
- 1 min
Nirja is grateful for our pension and retirement recommendations which were easy to understand.
- Jun 12, 2023
- 1 min
Alice was offered simple but effective advice with thorough plans for early retirement.
- Jun 6, 2023
- 1 min
Jean-Michel displayed expert knowledge, advice, and a genuine desire to understand my needs.
- Jun 6, 2023
- 1 min
Tamara was given the confidence to take a more active role in her financial future.
- Jun 6, 2023
- 1 min
Jean-Michel provided Deborah with clear and thorough financial advice.
- Jun 5, 2023
- 1 min
Bryan's portfolio achieved above average returns.
- Jun 5, 2023
- 1 min
Guy & Mal emerged feeling energised and full of ideas.
- Sep 9, 2021
- 1 min
Liliana is grateful for things being made easy.
- Sep 9, 2021
- 1 min
Nishi found Jean-Michel to be very knowledgeable and helpful.
- Sep 9, 2021
- 1 min
Edward and Linda are happy they have a plan that suits their budget.
- Sep 9, 2021
- 1 min
John and Lesley are very happy.
- Sep 9, 2021
- 1 min
Carol looks forward to continuing to work with us.
- Sep 8, 2021
- 1 min
John is more than satisfied.
- Sep 8, 2021
- 1 min
Chris appreciates financial matters made easy.
- Sep 8, 2021
- 1 min
Cathryn feels more in control of her Finances.