Testimonials

“One of the things we’ve really appreciated about Dan’s advice is that he summarises our position and options so clearly. It makes decision making so much easier.”

“I engaged Dan as my Financial Advisor to stop my insomnia! I was worrying about my insurance. Dan sorted that in a few brief meetings. He then sorted my Super, and now he is helping me with my mortgage. He gave wonderful advice and has eased my mind.”

"Dan’s open and honest approach makes understanding technically difficult issues easy. Dan takes the time and makes the effort to understand our personal situation.”

“Dan has taken care of all aspects professionally and efficiently.”

“Dan went above and beyond what we expected. He quickly understood where we were at, gave us straightforward information to help us decide where we want to be, and was able to explain financial products and systems in layman’s terms. We never felt rushed or pushed into anything.”

“I was very reassured by Dan’s recommendations and by his keeping me totally informed from week to week with regard to my investment strategy and when things would be happening. He was very professional in all his consultations.”

“The service was great.”

“Dan demonstrated that he had done detailed research into our financial details which he then presented to us when advising us on better ways to achieve a more cost effective outcome. We are very grateful to Dan for his commitment to us as clients.”

“Seeing Dan has given us peace of mind and confidence. We got real value for money. We have already referred others to him.”

“It was a good opportunity to look at my finances. I had so much going on and needed to get all our banking and insurance sorted. Dan has organised our finances and cut out a lot of duplication. He has simplified what we have.”

“It was so good to get my financial affairs sorted out.”

“Dan led the process well. Having sorted my finances has provided me with peace of mind that in the event something were to happen to me, my family will be financially secure.”

“This was a first time experience. I was happy Dan called and would definitely contact him in the future if I had any further requirements.”

“Dan’s expertise was great and it is a relief to have it all sorted out. He has been approachable and reliable.”

“He was very diligent and organised.”

“Normally this would have been an intimidating process for me but Dan broke it down into simple terms and made me feel comfortable. He was very patient in explaining and describing things.”

“Dan followed through quickly and contacted us every time he said he would. I have already recommended him to others.”

“Dan took a lot of the drama out of it for me by consolidating my Super.”

"I wanted some correct financial advice for the security of my family.”