My husband and I came to Michael to discuss our personal superannuation funds and to also discuss the options that were available for our future financial planning. We were very impressed with the personalised professional service and advice given to us, and how Michael tailored this specifically to suit our situation and future needs. We felt very comfortable to put our finances in his care and for him to guide us in the right direction. We found Michael to be the most professional of those we interviewed. I have no hesitation in recommending his services with complete trust and I look forward to a continued relationship with him.

Lorna
Client since 2014

We would like to express our thanks for the work you have done over the past four years and continue to do for us. The expertise and attention to detail with which you have handled our financial planning affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.

Graham & Robyn Dalton
Clients since 2016

Michael was recommended to us by work colleagues who were impressed with his advice. We went to see him as a couple and for our daughter's investments also. Michael gave us advice about our superannuation, our investments, investing for our daughter and managing her property as well as advice about our insurance through our superannuation funds. With Michael's help we were able to better understand our superannuation and insurance and tailor it to suit our needs as well as understand how to better invest for our future. Michael also assisted me in making a successful claim that I otherwise wouldn't have applied for. Thanks to Michael we will be able to pay off our house years earlier than we expected and if we stick to the plan, my partner will be able to retire years early with enough income to enjoy it. We are just average income earners who can now enjoy the little things a bit more and look forward to an earlier retirement. Michael is awesome!

Cathy

A generally excellent adviser at all levels. We thought it may be daunting, but Michael kept things simple and communicated with us at all times. Very pleased.

Graham

I went to Michael on a referral from a work mate expecting to check my super was working for me and my investment property was set up properly. I was amazed at just how much Michael was able to do for me to help set me up for an early retirement and get more out of what I have now. I would highly recommend Michael, you don’t need to be earning millions of dollars to see a FA. Every day earners can benefit from seeing Michael and getting some expert advice.

Adrian Southwell
GLENFIELD PARK

I have found Michael to be very easy to speak with. I did "shop" around to 3 other advisers, but returned because I felt that Michael was warm in his dealings and genuine in his care and attitude towards my requirements. Highly recommend if you are looking for a financial planner who will definitely make a positive impact.

Jonathan and Andrea Scott
Clients since 2014

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