“I first became Pauls client, when he handled all my mothers investments on behalf of my sister and myself. He never charged us for all the excellent advice he gave us from Mum being 90 until she died at age 100. Now my husband and I are his clients and we are extremely pleased with the excellent advice he has given us. My husband is retiring (he is 88) and I am still working (age 73) and Paul has advised us on all aspects of my husband’s retirement. He has also advised me on the best way of investing my inheritance. He and his competent staff are always attentive and answer calls and emails quickly. I would highly recommend him to any of my friends.” 

“Paul has helped my husband and I immensely with planning for our retirement. I was very unsure and nervous, but Paul explained things thoroughly and was very patient with all our questions. We are very confident heading into retirement that Paul has the right plan in place for our needs.” 

“Paul provided my partner and I with financial advice in areas including insurance and protection, superannuation, and growing assets. Paul always explained things to us in a clear way, and through Paul’s knowledge and experience we felt very confident that the advice given was right for our needs. I am very happy that we found Paul to assist us in our financial planning and look forward to continuing to work with him going forward.” 

“Paul has given us advice on superannuation and investment and has given us the confidence we needed with our finances to head into a comfortable early retirement. Paul took the time to listen to what is important to us and then advised us on the best way forward. Paul was able to explain things to us in a clear way and through Paul’s knowledge and experience, we feel very confident that the advice given is right for our needs. Whenever we have any questions we receive a response in a timely manner and feel that we receive Paul’s full care and attention when we need it. ” 

“Trent has given my wife and myself beneficial advice on operating our self managed super fund. This included establishing a balanced portfolio tailored to our risk profile, with annual updates. He also helped us with the age pension through Centrelink. Trent has also assisted us with regular updates of the super fund trust deed. We are confident that his advice is specific to our needs and we are comfortable knowing that we have the opportunity to discuss any changes we may have on an annual basis.”

“Very happy to highly recommend Paul.he has been my financial advisor for very long time & I’m very appreciative & grateful for his advice & wise guiding hand..a pleasure to recommend Paul ” 

“Trent over the years has given me good and honest advice regarding my retirement plan. He has always been available if and when I needed to contact him. I have always felt very comfortable talking to Trent and his staff. Follow ups have always been done promptly and in a business like manner. I have never felt like I was just a number to Trent and his staff, that personal touch to me is very important and I have always felt important.”

“Paul’s advice has always been explained in a clear and concise way. I always receive Paul’s care and attention when needed. Paul has ensured our investments have been protected to cover our lifestyle and savings needs by paying attention to yield. Paul is a trusted advisor and takes care to ensure that our needs are well understood and translated into the appropriate actions for us. This has been consistent over several years which is a unique thing in financial services these days. I would like to take this opportunity to thank Paul for keeping our portfolio safe through the ups and downs of a changing market.”