We ask our clients for feedback during all stages of the financial planning process as well as after each annual review. Below is a copy of all feedback received – responses are totally unedited (with the exception of removing identifying information). Click READ MORE at the end of each review to see the full survey response.

Date Name Office Rating Read More
4 April, 2017 Nicole G Read More
11 March, 2017 Sean C Melbourne 5.0 Read More
27 February, 2017 Jeanette R Melbourne 5 Read More
24 February, 2017 Paul J Southport 5 Read More
24 February, 2017 Yvette K Brisbane 5 Read More
21 February, 2017 Sarah M Melbourne 5 Read More
20 February, 2017 Helen M Melbourne 5 Read More
17 February, 2017 Rod G Southport 5 Read More
16 February, 2017 Robert K Southport 5 Read More
9 February, 2017 Marcia D Sydney 4.5 Read More
9 February, 2017 Andrew D Southport 5.0 Read More
13 December, 2016 Nicole G Southport 5.0 Read More
13 December, 2016 Deborah C Southport 4.5 Read More
12 December, 2016 Jennifer T Southport 5.0 Read More
7 December, 2016 Hannah A Melbourne 5.0 Read More
5 December, 2016 Rebecca A Melbourne 4.5 Read More
5 December, 2016 Alexander K Brisbane 5.0 Read More
5 December, 2016 Serina T Brisbane 5.0 Read More
4 December, 2016 Anu T Melbourne 4.5 Read More
1 December, 2016 Stephen T Brisbane 5.0 Read More