Almost ten years ago, my wife and I visited Simon for advice. I had retired with little Super and Jill was a few years off retiring. Simon investigated and advised a Transition to Retirement. It meant some salary-sacrificing, but nothing too drastic and we coped OK. When Jill retired, Simon was able to organize our finances so well, that we ended up with an income a little greater than what we had become accustomed to. Jill says that Simon is a miracle-worker. I say “thank you” for being, not only our Financial Adviser, but also our friend. Simon continues to update us with appropriate information and to answer any questions that we have from time to time. We thoroughly recommend him, and his staff, to anyone needing financial advice.

Michael McKenzie (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)

My adviser Lily Mo is excellent in what she does. Her advice is clear and she is willing to comprehensively explain any aspects of her advice that I don’t understand. I like Lily very much and look forward to our meetings.

Sue Drake-Brockman (Google)