Protecting yourself and your family: Through Life Insurance , TPD, trauma cover , income protection and cover for your children
Growing Your Wealth: Through superannuation and Managed Investment funds
Enjoying your retirement: Through Retirement investments and centrelink advice
Just a short note to thank you so much for your ongoing services in the past, and we look forward to your continued service and support in the future.
Congratulations for your 10 years in business may you have many more years ahead . It’s been a pleasure to have become your customer , you have been a very genuine and helpful person and its’ appreciated.
Jason has been our financial consultant for 7 years. In his dealings with us he has always been diligent, highly professional, reliable and genuinely concerned about doing what is best for our financial security. He is always on hand, replies promptly to queries, nothing is ever too much trouble and as well as that, he is patient when we have difficulty in understanding the ever changing laws and regulations affecting our superannuation.
Having had our same insurance policies in place for close on 30 years we engaged Jason to review our policies and to explain again to us, in terms we could easily understand, just what each of our policies represented. Jason’s personalized and professional service and advice was commendable. Jason was tireless in researching the best options and providing suggestions for ensuring we had the best possible cover affordable to us. We have no hesitation what so ever in recommending Jason’s services to others, so much so that we have already recommended Jason to our family members who have also found Jason to be of valued assistance to them.
My wife & I retired 5 years ago and Jason discussed our options regarding our super and other savings. He was and is very easy to communicate with, is very experienced , knowledgeable and well qualified. He understands our financial needs ,keeps in regular contact and have complete confidence in our dealings with him. I highly recommend him to anyone in any age group.
October started as a “risk on” month for equities however from the 19th October onwards markets started turning downwards. Australian equities ended the month slightly positive whereas international equities ended the month in the red.