“Being a single professional lady, I was really looking for an adviser that I could trust that would understand my needs and financial goals. I wanted to concentrate on my career and having fun, and have a trusted person look after my finances. Anthony provided me with a clear plan as to what we could do to achieve my goal, which in my case was the purchase of an initial property in my desired location of Carlton, and importantly managed and guided me to my goal. I am pleased to say that within a few years, I had purchased my Carlton house, and am well on my way to building a share portfolio. I have also had my super looked after actively, which is growing very strongly, along with Wills drawn up and insurances in place so that if the unlikely happens, I can still achieve my financial goals. He explains why he is doing everything in plain English, and now I don’t know what I would do without him!”
Teresa C
“Anthony uncovered many issues and goals which we did not think of such is the depth of his knowledge, professionalism and thoroughness. I can certainly say that he focused us on the task, and then used his astute knowledge of financial markets, legislation and taxation in order to set a path for us to travel in order to reach our financial goals. It provides us with great peace of mind knowing that we can call him with any financial issue, and we can trust that he will always be honest in his assessment.”
Tony & Jen
“Retirement was forced upon us and it was very unsettling as we were unsure as to whether we had enough money to achieve our income needs, whether we would be eligible for any government assistance, and what this meant to our lifestyle. Anthony was able to quell our fears and insecurities about retirement and implement a plan that maximised our Centrelink payments, minimised our taxation liabilities, and therefore ensured that our hard earned retirement savings would last us for the rest of our lives. And there will still be some left over for the kids! He is always available for us to speak to. We really don’t know what we would have done without him.”
Rocco L
“We saw many financial advisors before choosing Anthony. We found him to be very professional and knowledgeable, however the thing that differentiated him was how absolutely upfront and approachable he is. Above all, he was committed to ensuring that he explained everything to us in a manner that we understood and were comfortable with and to this day remains available and friendly to speak to about any of our needs.”
Peter & Dooren
“Anthony’s knowledge of Centrelink, superannuation and taxation combined with his ability to explain the finer details to us in plain English, ensured that we got the very best advice for our situation. The results of his advice thus far have been tremendous. We have already referred on family and friends which Anthony has serviced with the same level of honesty and professionalism he showed us.”
Leonard and Alice
“Being a young professional, I wanted to make the most of my income and savings but was really unsure as to the best way to go about it. I did not have the specific knowledge or time to deal with such issues. Anthony assisted me in implementing a tax effective personal investment strategy, whilst getting my superannuation on track and reviewing my personal insurance needs. He keeps me regularly informed and I now call on his counsel with regard to making any financial decisions. His ongoing service has been phenomenal and I have no hesitation in recommending his services to anyone.”
Tony M