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)
