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