Brendan is an excellent adviser, he listens to our needs and recommends strategies for us that have stood the test of time. We have had a great long-term relationship with him and over that time we have always felt that his advice is delivered with our best interests at the front of his mind. - Trevor
Brendan's experience, expertise and knowledge of financial matters plus all the complications of the tax and government rules and regulations, means that I feel safe and secure with his help and guidance for my financial management, giving me confidence as I move into my older years.
I believe he is looking after my financial interests in the best possible way. I love the fact that he loves all this finance stuff…which I just don’t! I appreciate the face to face meetings, the phone calls and the emails that he takes the time to set up in a consistent manner. I really appreciate Brendan and the help he has been to me and I would recommend him to anyone seeking financial planning assistance. - Jane
You don’t really start to think about retirement until your age starts creeping up, then you have to face reality and do something; I met with Brendan after my brother and sister highly recommended him.
Brendan took the time to explain everything. I could feel the sincerity in his voice. It is the best thing I did to engage Brendan. I now feel that I can retire when I reach 65 and start enjoying life.
Brendan keeps me posted as to how things are moving along. I do not hesitate to get in touch with him should I have any questions. I will not hesitate to recommend Brendan to any of my friends who are looking for a financial planner - Sam
Thank you so much for today we have left your office feeling extremely confident of our decision to put you in charge of our finances and actually have to pinch ourselves back to reality.
We are so excited for the near future thanks to you. - Bill & Kim