Terminology & explanations on our financial requirements is always indicated professionally and where we can understand the information presented.
Your advice was open and explained the circumstances relating to each exercise he was explaining.
Very useful
Appreciate having some valuable knowledge on Superannuation and some foresight about future planning and finances.
important to understand your finances. Otherwise it can go wrong
Steve was friendly and professional. He tailored a plan which exactly suites my specific needs.
Thanks Sally. It has been a pleasure working with you and Dave. I hope you are enjoying the summer! Cheers Steve
Steve was understanding of our requirements and our situation particularly with our age discrepancy/difference in times to retirement, and our desire to have flexibility with our future plans and investment strategy
“I am very happy to recommend Jay for his exceptional service and expertise in”…
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