testimonials

MAKING WORK OPTIONAL IS POSSIBLE.

ONE STEP AT A TIME.

COMPLIMENTARY CONSULTATION

Shaun has been extremely professional, obliging and helpful right from our first interview. Being first time investors we were very nervous and anxious but after time spent with Shaun we felt confident and secure with our choices going forward. I would highly recommend Shaun for all forms of financial planning.

Kathy

We found Shaun always approachable and competent and able to assist us with our retirement plans, superannuation advice.

Kerry

Shaun has given us valuable advice and strategies on how to set up our finances now that we have retired. He was patient and was able to explain tings in a clear and precise way. He made us feel confident about the next stage of our lives. He is always available to answer questions.

Diane

Since our involvement with Colonial First State Shaun has been a clear winner with all the financial advisers we have dealt with. His attitude inspires confidence. He is able to deliver. Shaun exudes honesty and trust. We are going to miss him!

Roger and Maree

Shaun has helped us out significantly with our finances. He has helped us with our superannuation and our term deposits as well as our tax. He has always explained things at our level and we have always felt comfortable speaking to Shaun and confident in the information he has given us. I have recommended Shaun to a member of my family already.

Barbara

Shaun has been extremely helpful with my retirement and investments. I’m very confident in what he has done for me. My ticks in the survey speak for themselves.

Arthur

Shaun has given advice in the area of superannuation + investment. Shaun has always been very upfront, honest and helpful regarding our super + investments. Shaun explains all detail clearly and I feel very confident the advice given was right for our needs. I would have no hesitation in recommending Shaun in any future buisness ventures and wish him best of luck for the future.

Mark

EXPERIENCE MAKE WORK OPTIONAL

Book your complimentary first consultation today.