Matt is highly professional, honest and trustworthy. Matt provides open communication and transparency relating to financial products, making dealing with him and his team an extremely comfortable process.
BEN WELLS, SYDNEY *
Vince has provided excellent service by keeping us well informed and being readily available virtually whenever the need arose. His personal approach and manner has been deeply appreciated.
GEOFFREY MCINTYRE AM & ANN MCINTYRE, SYDNEY*
Matt's attention to financial detail brought our deal over the line. What I liked about dealing with Matt is he do not over promise, but over delivers.
Matt Denning *
Thank you for great advice this year. Thanks also for fielding my many questions and helping me negotiate difficult decisions.
J.I. Potts Point *
We are really enjoying our ongoing dialogue with Angus and are starting to build momentum as the level of trust and involvement grows.
P.S. Killara *
I do understand that nobody can predict what will happen and when but wanted you to know it is comforting to experience the care you show towards your clients and your job.
A.V. McMahons Point *
In the short time that we have been in contact, you have given me more (and better) advice than my previous adviser did in all the time that he and I were associated. Many thanks.
L.K. St Ives *
I was apprehensive about money decisions and wasn't confident about my ability to maintain my lifestyle in the future. You have removed the worry from my shoulders and given me the confidence to reduce my working hours without putting my long term financial security at risk. Thank you.
R.N. Sydney *
For a relatively messy situation you have really pulled together the key issues (some of which were revealing to even me!). I was very impressed with the depth of the strategy.
S.D. Balgowlah *
* Client confidentially in all matters is a basic tenet of our service