I dealt mostly with Sam concerning a debt issue and he made sense of my messy emails and information into a well structure letter.. Sam was easy to talk to and promptly returned calls/emails..was a fixed priced service.
Graham and I met up about ten years back after I had been to see various financial planners.
Some I did not understand, and others spoke of commissions which I was wary of. With Graham I pay on a fee for service basis with no hidden extras and I felt most comfortable with Grahams clarity and vision for my way ahead financially.
My portfolio has done well, and I look forward to Grahams regular news emails regarding the current market and prospects for the future.
I appreciate Grahams friendly and easy-going nature along with his care for how I am managing my budget including any big-ticket items I may be considering.
If ever I have a query I’m able to pick up the phone and have a chat and to me that is a vital part of his service.
Sometimes in discussion Graham acts as a devil’s advocate getting me to consider other ways around a large expense I might be considering.
An enormous help.
Thanks Graham..terrific service!
The most friendly and professional service on the coast. We have had the pleasure of knowing them for 15 years. Our super portfolio have not been the biggest but it has lasted longer because of great management. We have always been treated like we were the most important clients.