Helping people protect, grow and securing their future.
We are grateful
Nothing means more to us than helping our clients feel confident and secure in their financial future. Whether it’s creating a personalised financial plan, navigating superannuation, or finding the right insurance, we’re proud to make a real difference in people’s lives.
But don’t just take our word for it—hear from the people we’ve helped!
James has been my financial adviser since I retired at 65. As self funded retirees he has helped set up three allocated pensions for my wife and myself which provide us with our retirement income. James has always acted in a polite, caring way and put our needs first.
Lloyd
James made our transition into retirement stress free. He really listened to our needs and we were astonished that he would go to Centrelink on our behalf. Having someone we trusted to explain things for us and help was such a help.
Sharon and Danny
As long term clients of James’ we must say we really enjoy his approach of coaching us through our finances and being able to make informed decisions. James has been invaluable for us in knowing what we have and how much we can spend to sustain our lifestyle in retirement.
Jill & Michael
James has always been on hand to help my husband and I with our retirement income. When my husband passed away I did not realise how much I would come to lean on James for help and support for a lot of the financial issues that my husband used to take care of. He has been an incredible support for me during good times and bad and I can’t recommend him highly enough.
Sigrid
We met with James to make sure we were setting our young family up with a secure financial situation now and in the future. James considered our needs and values and set up a plan that was simple for us to understand. 3 years on everything is going well and James had been there for every question we’ve had. We trust his knowledge is up to date and he doesn’t spook easily. The whole process with James had been easy and reassuring and we’ve already seen the positive outcomes
Beth & Josh
Having James on hand and available to us has been really valuable as we finish our working careers and transition into full retirement. Just having him there for guidance and to use as a sounding board has stopped us from making some slip ups that would have impacted our retirement funding. It feels good knowing someone is in our corner.
Jim & Carol
When we downsized our home, we engaged James for advice on Centrelink and investments. James’ knowledge of Centrelink was impressive and we were amazed that we were able to keep our Centrelink payments and enjoy an increased retirement income, safe in the knowledge that our money will last.
L & R
James has managed our retirement assets for a long time now and it brings us great comfort knowing that he is there for us and has our best interests at heart. We have been very happy with his approach to managing our assets, how he has maximised our Centrelink entitlements and we think of our working relationship as like having him on a retainer, he is always there when we need him.
