Ayr 07 4783 1767  |  Tsv 07 4779 2079

John is always available for advice and nothing is too much trouble.
Christine, Bowen

Tonia is very supportive and keeps us up to date with what is going on. Everyone in the office is nice and friendly and they try to work around our work schedule.
Sue, Ayr

John makes me feel financially safe, taking all the financial stress off me.
Charlie, Ayr


Very positive return, and regular contact discussing methodology for stock/fund selection and reviewing portfolios.

John has the trust of my accountant with whom I have a 25 + year relationship who described him to me as "honest to a fault and incredibly hardworking". He keeps in touch and is proactive rather than reactive in his approach to managing my portfolio. He appears to surround himself with very motivated and similar thinking colleagues. He is punctual and professional in meetings.

Irene, Townsville

Tonia listens to what we want to help us achieve it at the end; to make our finance planning work for our retirement.
Merv, Ayr


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