L & P Back

Desley Zunker has been our financial adviser since my husband retired, handling his retirement superannuation and advising us on how best to manage the portfolio.  She has helped us tremendously in our dealings with Centrelink (for which we are eternally grateful) and with sorting out the problem of an overseas pension.  She is always professional in her dealings with us making the unfamiliar world of investments and pensions intelligible, and always with a sense of humour. We can’t recommend her enough to anyone considering engaging a financial adviser.

A Harte

When we first met Ryan McCormac over 9 years ago, we had no idea of where we were and what we needed to do to get set up for retirement. Since then, with help from Ryan, we have been able to payout all our debt, saved tens of thousands of dollars in tax and have a clear picture of what our retirement looks like. We have also gladly referred our friends and family to Ryan for further help and will continue to sing his praises. Thank you to Ryan. We appreciate his guidance.

B & L McAllister

We have been working with Aaron and his team for over 8 years now and consider ourselves very fortunate to have been introduced to him. We retired 18 months ago, earlier than we ever thought possible, and we know that is a direct result of Aaron’s guidance. He took the time to get to know us and what we wanted, explained our options in a clear manner that we could understand, showed us what was possible and kept us on track. We would wholeheartedly recommend Aaron and his team to anyone wanting to retire with confidence.

C & B Urquhart

We were introduced to Aaron Steer by our accountant for assistance with our self managed super fund investment.  Aaron has been able to restructure our investments to suit our income needs and save us on fees at the same time.  He has always been available to answer any questions we have, no matter if they seem a bit silly.  We have been very happy with his service.