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Case Studies

Client TESTIMONIALS

Sandra, Orange

Russell could see that I needed help. He was very, very good. He looked, and listened, rolled over our super and put a financial plan in place.

Ron and Jan, Orange

We trust Russell with the management of our superannuation investments – he’s knowledgeable, communicative and reliable. He listens well and explains issues carefully and completely’

Greg Blake

I trust Mary implicitly. I’ve never been worried about the information she’s given me or direction she’s recommended I take. She puts me at ease, and helps me understand what we are doing, the risks involved..and she quantifies those risks.