“John has been involved in all our financial decision making for a number of years. He has been consistently professional, courteous and considerate on both a business and personal level. John is knowledgeable and passionate, the honesty and integrity he operates have ensured all our financial requirements have been transparent and advantageous. We have no hesitation in recommending his professional services.”
“It has been a refreshing experience working with John on our financial planning. He has handled everything from our mortgage and life insurance, to long-term financial planning, making sure our retirement planning is in place. The biggest difference we have found working with John is that he has always recommended what is best for us and built up real trust. He has highlighted nuances that we would not have picked up on had we gone it alone. Highly recommended.”
“Firstly, thanks to John's previous experience he understood precisely our circumstances. Secondly, he was able to lay out the options in clear comprehensible jargon-free language. Finally, he similarly answered the (many) questions the process generated.”
Providing financial security at home and work
Reducing tax and planning for retirement
Saving tax and building a retirement strategy