Your understanding and caring nature in the needs of my mothers financial arrangements have made life considerably easier on her in what was an area of confusion and concern to her and for that in particular I thank you all.
I myself find comfort in the advice and help you provide with the comprehensive Financial Plans you provide and the ongoing adjustments to same as required to achieve Financial Stability for myself and my family as we get nearer to our goal of a worry free retirement.
Again I thank you on behalf of myself and my mother and look forward to catching up again soon.”
Luke, our financial planning is bearing fruit irrespective of the GFC & to be able to view & meet our financial goals for now and towards our retirement is certainly pleasing and rewarding.
With both Jim and David looking after our insurances, I am able to leave it all up to their experience and professionalism, therefore very little time do I need to spend on all of our insurance policies and issues.
Like, I have the utmost of confidence and respect for both you and your team, and may we all grow, prosper and feel secure over the next stages of our journey.”
After discussions about increasing our retirement funds and reducing the tax we pay, it was suggested we start the transition to retirement which was a big idea to get our heads around.
With assistance along the way to put everything in place we are seeing results after only 6 months which is very pleasing to us.
We are now feeling more confident of our future retirement and the growth of our funds.”
I can pick up the phone and call your office and straight away I feel at home. The staff in your office outstanding. As for you Luke, well you’re the best!! I know that you work hard in finding the best plan or insurance that is available.
When you ring up the big companies you feel like a number, with your company I feel like a person”.