Our team of award-winning financial planners will help you look forward to a comfortable retirement without sacrificing present enjoyment. If you would like expert advice and assistance in securing your wealth and planning your financial future, then call our office on 03 8560 3188 OR fill out the contact form below and Jacqui will call you within 1 business day to arrange a consultation.
Suite 1, 191 Riversdale Road,
Hawthorn Vic 3122
Postal: PO Box 4079
Auburn South LPO Vic 3122
Phone: +61 3 8560 3188
Fax: +61 3 8560 0871
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Thank you for the contribution you made to present this valuable information during your recent webinar, keeping us updated and reassured of our financial situation, particularly during this difficult and stressful time (Covid19). David is a pleasant and enjoyable presenter to listen to and watch, which is such an important part of presentations
I am sending this email not as a request but as a "thank you" to you all for all the assistance & help that you have provided to both of us during a rough & uncertain time, financial, economically & especially a mentally draining time. At all times when we were able to visit your office but now contact is via work at home rules, we have found that you & your team have dealt with our individual concerns & questions in a timely & professional manner. Even though the market has been volatile & we have lost a % of money, we are happy in the knowledge that you are looking after our best interest for our future.
“Over many years those who sought to advise me regarding my finances invariably tried to impose those ideas which appealed to them. Anne was recommended to me by my accountant and when I first saw her went to considerable lengths to establish what it was that I was seeking for my future, including in many areas which it had not occurred to me to consider, and then provided the advice to achieve that goal. As a consequence I retired last year in circumstances which I would never have achieved without her guidance. She was the only person who took the trouble to find out what was was important to me ad then to help me achieve that. “