Testimonials
Michael is highly skilled and professional. He is proactive and thorough and has been a great assistance in organising my finances. I have no hesitation to recommend him as my trusted advisor.
Michael is a knowledgable, thorough and effective professional whose financial advice I have found personally valuable and whose judgement I trust.
Michael has been of great assistance in getting our families personal finances into shape and developing a sound plan for the future. I highly recommend him as professional and skilled advisor.
I have known Michael for about thirty years but I recently asked him to look over my superannuation investments. He found that I was paying considerable commissions to financial advisers that I have never met or received advice from! The commissions related to both the insurance cover and the investment management and I was not aware of them at all – they were just a hidden drag on my super and add up to thousands of dollars each year. He was able to have all of these commissions stopped with the net result saving me significant annual costs even before he looked at how my investment position could be improved. I have no hesitation in recommending Michael to others as he operates on a no obligation/no fee basis to start and all ongoing fees are fully disclosed.
Michael has provided great help and support to my family in our superannuation and financial planning. He is attentive to our needs, explains matters in sufficient detail and has consistently been there when we have required. His focus on pragmatic issues such as tax and cash flow mean that we know he has our best interests at heart. I have no hesitation in recommending Michael as my trusted financial advisor.
After 10 years using the same financial advisor I decided it was time to review the relationship, to identify if my superannuation and investments were being managed as well as they could be. A colleague recommended that I speak to Michael. After sitting down with him and discussing his ideas on investing, I decided that it would be in my best interest to have him put together a proposal on how he would make changes to the type and way my current investments were structured. As a direct result of the recommendations Michael made, I now have a range of superannuation and personal investments that are more diversified, thereby reducing potential risk but also structured in such a way that sees me paying nearly $20000 per annum less in commissions due to his approach of charging a fee for his advice and service rather than generating his income from the commissions paid by the providers of the products I hold. I would recommend Michael to anyone looking for an independent and unbiased financial advisor.