The advice process
We needed specialist advice and at the time, didn’t realise how long term and valuable the relationship would be. We’ve achieved what we wanted, a tailored package - not what someone else thought we should have.
Greg Davis, Rosebary NT
What a great company – they are knowledgeable, very helpful and my husband and I gained sound, easy to digest advice without the sales pitch.
We felt comfortable in the knowledge that the advice we received was tailored to our requirements and that our personal circumstances had been taken into account.
Nick & Sammy Carter, Gunn NT
We thought we could manage our funds ourselves, it quickly became evident that there are a myriad of rules, regulations and changing laws that govern what, when and how you can invest and still have access to some or all of it when you need it.
With Glen we felt we were dealing with someone who really cared about our own unique situation and wanted to see us glean all the benefits when we retired.
John Gilmour, Sippy Downs QLD
Having someone who is looking after your unique interests and is willing and able to explain the complexities of the ever changing requirements and laws is of great comfort.
We have achieved our goals and more and we take great satisfaction in knowing we now have enough money to maintain our living style, go on a few trips and be financially secure well into our retirement. Many thanks to Glen and his team.
Lynn Gilmour, Sippy Downs QLD