Testimonials

Lena & Tim

"James has given me advice in areas of investing superannuation and helping with pension. James explains everything to me. If I don't understand, he explains it again. He has a lot of experience and knowledge, I feel very confident that the advice given was right for my needs. I usually receive James full care and attention when I need it."

Peter & Jo

"James has been advising me on retirement and superannuation strategies for a few years now. Thoroughness and professionalism are stand out qualities in his approach to advising on financial matters, along with presentation of alternative solutions. Objectives are made very clearly. I will be making use of all these qualities in the medium to long term down the track."

Malcolm & Amanda

"James has given me advice for our Super funds and managing debt. James was usually able to explain things to me in a clear way. Through James's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive James's full care and attention when I needed it."

Peter & Jenny

"James has given us advice in areas of retirement planning and superannuation. James was able to explain things to us in a clear way. Through James's knowledge and experience, we feel very confident that the advice given was right for our needs. We received James's full care and attention."

Renate

"Never thought I'd get to having a financial manager when I was younger - too busy working full time in my profession. Then got James on a suggestion from bank staff member...well it was a best decision made, as being older in the workplace, needed good advice regarding super, tax, and just what's out there to one's advantage. I have the highest confidence about James' always explaining changes clearly to me as a "lay person" about crunching numbers. He is always available to talk to or send an email when ever required. I find him very consistent in his approach each time - especially now at the time when I needed to retire from work earlier than I thought.... Thank you James for professional attention - top FA"

Noel & Tina

"James currently provides my wife and I with advice in areas including Superannuation and Transition to Retirement. He is approachable and carefully explains reasons behind proposed actions. His confidence is infectious and is backed up with appropriate knowledge and strategies. He is usually available to discuss details when needed and I feel confident that the advice given is right for our needs."