
Read What Our Clients Have To Say
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Janelle, 35-45
"Alex has been our Advisor for over 15 years. We feel he is always approachable, explains everything in simple terms and goes over and above for us (as well as other people we know). He assists us with our Superannuation, Insurance and future retirement planning. Alex has an extremely high level of integrity and we would strongly recommend having a chat with him. "
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Emrys, 65+
"Alex has always been very professional in offering me advice on my up and coming retirement plans. Once I retired, we implemented the discussed options. I am happy the way things are progressing with the income streaming, and current financial arrangements. We have always found Alex to be very enthusiastic and professional with our dealings, plus his always friendly and cheerful manner."
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Michael, 35-45
"Alex has always been extremely helpful with all of my requests regarding insurance and superannuation. His advice has always been explained in a helpful and professional manner. Mike"
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Adrian, 35-45
"Alex has always been helpful and knowledgeable in directing my finance needs and questions. Always leave our meetings knowing my queries have been answered in a way I can understand."
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Mat, 35-45
"I felt very confident and comfortable in Alex giving me the advice that I needed for myself and my family regarding investment, insurance and superannuation and wouldn’t hesitate to recommend his representation to anyone. "
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Catherine, 56-65
"Alex is very helpful and explains in terms we understand about our policies and our super and he is only a phone call away. As we live in a remote area, he keeps us up to date on line and sends us the market up dates. "
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Lyla , 65+
"Before having Alex as our Financial Advisor we had no knowledge of increasing our investments. He has made it so simple and easy to understand. Now our investments have increased and he is always advising as to where to place our portfolio to gain maximum benefits. We are extremely happy with his advice."
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Richard, 46-55
"Alex has always given very thorough and relevant advice. He responds to any problems really quickly and has been able to guide us through the claims process. We always feel that we have his full support and always highly recommend him to others."
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Drew, 35-45
"My previous income protection and personal insurance portfolio was a shambles. Alex did an incredible job of reviewing and then putting forward a much more beneficial alternative. As a result I have better cover and at a lower price. I would highly recommend Alex to anyone looking to gain help with their financial position. He is thorough, patient, attentive and genuinely has his clients best interests at heart."
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Graham, 65+
"No nonsense advice. Quick and helpful."