“We always feel that Chris explains things to us in a way we can understand and he is always available if we need to contact him between appointments, either by telephone or email. Nothing is ever a trouble and we feel confident in making contact if necessary”
Lloyd & Leslee Wilkinson

“Chris has been very honest and genuine with me and I appreciate it. Nothing is ever a problem and he is always a phone call away. Chris is always there for me – top shelf!”
Stephen Knight

“The advice we have been given over the years has been to our benefit. With the financial crashes we have experienced over the time we have been with Chris, we feel that the advice given has helped us stay positive and see our funds slowly return in time when our friends have seen their funds diminish substantially. We have and still are enjoying our retirement years positively”
Garry & Jennifer Tomkins

“Chris is only a phone call away to help with the concerns we have from time to time, which is very comforting in this day and age. Nothing seems to be a problem with any of the questions or requests. The staff are always friendly, professional, helpful and communicate well, which many companies these days are not that way inclined”
Garry & Jennifer Tomkins

“When we meet with Chris, he is always extremely courteous and discusses all parts of our financial plan with us. He takes into consideration any areas of concern we may have and provides strong guidance. He also keeps us informed of any changes”
Yvonne & Ken Nash

“Chris and his staff are very professional. He explains everything in layman’s terms instead of baffling you with figures”

Wendy Wildschut

“Chris is knowledgeable, honest and trustworthy. He is diligent, knowledgeable in Centrelink matters and gained us a part pension. He is very personable and always returns emails and phone calls, gives of his time and financial recommendations at interviews with backup data. He has his clients’ information and financial history at his fingertips any time we have phoned for advice…. an all round great guy!.”
Susan and Dennis Arthur

“I tell people that I pay for financial advice, which tends to surprise them. It leads to conversations which shows how little people know about investing for the future. I have no hesitation in referring Chris to people who may need help to invest wisely”
Jerzy Lodo

“I have been impressed with the financial advice I have received from Chris. I have continued with confidence to remain a client and have benefited for 25 years”
Dianne Pascoe

“We have referred our daughter and her husband and our friends to Chris. They love his personality and his knowledge”
Peter & Connie Honnery

“I would recommend Chris to those who need someone who is reliable, practical and keeps on top of current markets”
Sue Richardson

“Rodney gives very clear and easy to understand advice. Friendly and prompt service and takes time to take an interest in us. Very professional and knowledgeable.”
Wayne and Bernadette Strong

“The numbers speak for themselves but over and above, we are kept well informed, questions are answered clearly, advice is dynamic and tailored to changing world events and personal circumstances, the relationship is both warm and professional. It is the best financial decision we ever made.”
Jan Pengilley

“Rodney is genuine and has his client’s best interests at heart. He displays a lot of integrity and backs this up with sound financial knowledge and management skills.”

Michael and Jennifer Storck

“We trust Rodney’s judgement, and he explains very well why he takes certain steps.  Over the 20 years we have been involved with him we have had nothing but good communication and help.”
Margaret and John Barnes

“Rodney is a joy to deal with and straight down the line. He has an incredible ability to explain complicated financial matters and make you feel part of the family. We can’t say enough nice things about him. Best of all he is making my retirement stress free.”
Wayne and Julie Thomas

“Easy to talk to, understands us and our needs. He listens well and remembers what we have told him in the beginning of our journey. We feel he has our best interests at heart”
Grahame and Kerry Ford

“I am happy with the service and trust the advice, because it has proved to be reliable and consistent.”
Bruce and Marianne Dunn

“We have a great deal of trust in Rodney with our finances. He proves himself time and time again with his honesty and his knowledge and his sincerity. He cares and he is ethical.”
Col and Judi Henderson

“Professional, reliable, communicative and personal” 
Bill & Anne Gately

“Very happy with the way things are going particularly during the pandemic.  Have found Megan very helpful and accessible at all times.”
Carole and Max Fairhurst

“With Megan everything is very professional, documents and options provided are comprehensive, and  easy to understand. Follow up service is excellent.”

Gerard and Paula Doherty

“Megan and the staff are always very friendly and helpful.”
Gerard and Paula Doherty