Guiding financial choices for your future
What We Do
From others on the guide journey
We had a great session with Brad yesterday going through our goals and financial plans for the future. It was inspiring stuff and Brad made it really easy for us to comprehend.
Bradley and his staff members are always readily available to answer any queries. He takes a personal interest in his clients and as a result the advice and service given is second to none.
Bradley has given us support and advice for many years in all areas of finance, investments, super funds and managing debt. We feel very confident that the advice given was right for our needs at the time and he is attentive to our future needs and strives to make that happen for us.
Marc has provided great support both in the past and also more recently when my husband passed away. I am very happy with the advice he provides.
Marc is an expert in his field and has helped us immeasurably. I often recommend him to others and always hear the same feedback from them. I have always received Marc’s full care and attention and have benefited greatly from his advice and input.
They don’t put my money where they wouldn’t put their own, I liked that my adviser put his own investment money in the portfolio to assess it before using it for any clients.
I am thankful my adviser strongly encouraged me to get the insurance I needed. When my neighbour died, leaving his wife and children behind, I realised the value of having the protection.
I appreciate they are available to help and there is always a nice atmosphere [in the office]. Suggestions to my portfolio are based on good research and they substantiate reasoning with easy to follow explanations.