I have engaged with Pam on my superannuation strategy/management for over 15 years. Following the advise that Pam provided over that period has enabled me to achieve my financial objectives and subsequently enjoy a comfortable retirement.

Dennis Barnes (Google)

Whilst speaking to friends who had been retired for a few years, and discussing retirement options, Simon’s name came up in the conversation.  When we asked who he was, they gave a glowing report. We made an appointment to meet with him, felt comfortable with him and were very happy with the way he explained our financial situation, which was in layman’s terminology. We have now been retired for over five years, and we are extremely happy with Simon.  He contacts us if there are any changes to be made in our investments, and he is easily contactable if we wish to speak with him regarding withdrawals, etc., and how this will effect us in the long term. We would certainly recommend Simon to anyone wishing help or advice regarding their finances.

Bev Miller (Google)

I have been very fortunate to have had Pam Nicholson as my Financial Adviser for many years. She is excellent to deal with and her communication with me has always been very comprehensive. To make sure I understand a strategy she will ask me to explain it back to her. She provides me with very sound advice that meets my needs and offers strategies for continuing to improve my personal situation. She does not shy away from asking difficult questions if they will help to improve the outcome. I find her very professional and knowledgeable and a credit to the Financial Services profession.

Diane Hughes (Google)