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."

SHAUN

"I have been working with James for some years now, he has also overseen changes in my wife's super and insurance cover. I have found James to have a very solid knowledge base and he has always provided significant reasoning behind any of his plans that he has promoted to me at the time. Together we have been able to put in place a very good plan to grow the investments over time and to date it is all working very well. James is easy to deal with and also is happy to consider and provide counter arguments including risks, pros and cons to any suggestions or plans you suggest, I feel that we have a very similar investment view and because of this our dynamic works well. I would certainly suggest James to friends and family for management of their super and investments and actually have already."

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."