Peter and Liz
My wife and I were long term customers of one of the large banks with our investments, superannuation and insurance diversified across related financial institutions. Unfortunately we saw a continual decline in service levels and customer support which culminated with us being billed for services we did not receive. After a long and ultimately successful challenge process with the bank we decided the time was overdue to look elsewhere.
Neil had managed our affairs previously so we sought him out to take control of our investments. We find Neil to be attentive, politely proactive and trustworthy, a good communicator with a solid knowledge of a range of industry products. We are comfortable that our business is being managed by Neil. Our daughter who is just starting her working career now has her affairs overseen by Neil which we hope will continue for many years.
- PETER & LIZ
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Andre
Neil has looked after my superannuation and personal insurances for 6 years. I feel comfortable that his advice and strategy for my investments is based on years of experience and industry knowledge. The regular portfolio reviews he conducts ensure that he is aware of any changes in my circumstances and allows open discussion on investment performance. He puts the best interests of his clients first, which I really appreciate.
- ANDRE
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Lynton
Neil’s been my Financial Adviser for the past 6 years and has assisted me with some great advice around building my retirement savings. I had tried to do things myself and realised that superannuation was one area I hadn’t focused on a lot and Neil has assisted with my understanding of the benefits and growing my confidence in this area. I’m self-employed and rely on specialist advice in this area and Neil has been a professional and reliable contact whom I would highly recommend. We also enjoy chatting about developments with our footy team the West Coast Eagles!
- LYNTON
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Barry M. Lloyd
Neil has been a business associate and personal friend of our family since 2013. In that time Neil has shown that he is both resourceful and a highly motivated achiever in the various fields and positions to which he has applied himself.
During the time we have known Neil he has become a trusted friend who could at all times be relied upon in ant matter. Neil has a most affable manner, which enables him to develop good relationships with both his peers and the people for whom he is responsible too.
We “found” Neil after trying to sort out problems with our GESB Superannuation and looking for a Financial Adviser who we could trust and be comfortable in dealing with. Neil helped us to sort through GESB, as GESB provide no comprehensive advice to their members. We have been very satisfied with Neil in handling our investments, retirement superannuation and Insurance advice – always comprehensive, detailed and thorough.
We have been impressed with Neil’s product knowledge, effective time management skills, he relates well to people and understands their needs, setting and maintaining goals, and his ability to follow through with commitments made to families, friends and business associates.
I have no hesitation in writing a testimony for Neil based upon what our family have witnessed over the past years in dealing with Neil and also the feedback we have had from Neil’s other clients.
- BARRY M. LLOYD
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