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Cameron’s knowledge has made us grateful that we have him looking after us.
From our first meeting with Cameron we felt at ease and comfortable with his recommendations for our financial future. We are not financially savvy people, but the way that Cameron can explain financial needs in an understanding way is an enormous relief for us.
Now that we are getting closer to retirement, Cameron’s knowledge has made us grateful that we have him looking after us. Cameron’s fees for service have been very competitive.
Effectively, they do what they say they will do when they say it.
Cameron and his team have been fantastic to deal with. They have been professional throughout, but most importantly, they are available and always get back to me when I need them.
Effectively, they do what they say they will do when they say it – a rare occurrence in today’s fast paced business world.
To demonstrate how much I value & respect Cameron’s advice I referred my Mum as a client as well.
I am always confident that I will receive sincere and considered advice not only for myself but for the clients I refer.
Cameron has been my go-to financial adviser for over a decade. I am always confident that I will receive sincere and considered advice not only for myself but for the clients I refer to him.
Cameron’s strength is understanding each situation before providing professional guidance in a way than any person can easily digest. I trust Cameron to help me and my clients to make strategic decisions every time, and have no hesitation recommending him.
Cameron always ensures they feel safe, secure and informed about their affairs.
Cameron and his team play an integral part in the management of my elderly parents financial affairs – taking the time to analyse their financial needs, getting to know them and their goals at this point in their lives. Working collaboratively with me in managing their affairs, the quality of advice Cam has provided has helped enormously in securing their financial future. Financial matters can be daunting to people as they get older, but Cameron always ensures they feel safe, secure and informed about their affairs in a way they can understand.
Managing our finances and planning for our future financial security.
My wife and I decided to make some changes to the way we were managing our finances and planning for our future financial security. Through the process of re-financing for the construction of our new family home, along with a change in career for both myself and my wife, Cameron & his team have been instrumental in providing advice on superannuation structuring and the appropriate coverage of income protection and personal insurances to suit both our lifestyle and family.
Nothing is ever a problem.
I cannot recommend Cameron enough for his professional advice and excellent customer service. I was seeking financial advice regarding a home loan for an apartment I had already found. Not only did Cameron give me realistic financial advice, he helped me sort out my finances in a hurry and attended the auction with me, bid and won the apartment on my behalf. A perfect example of how he goes above and beyond for his clients, as do his amazing office staff. Nothing is ever a problem.
It has been an ongoing principle of Cameron's that his role is to help us have the life we want and to make it happen.
Cameron was able to provide the clarity we needed and was instrumental in helping us achieve the goal of paying off our mortgage. He did this with a combination of a budget to ensure regular payments were made that fast tracked clearing debt and also gave us a regular income to maintain our preferred lifestyle. We have always felt Cameron has had our best interests at heart because he engages with us on a personal level. It has been an ongoing principle of Cameron’s that his role is to help us have the life we want and to make it happen.
Capture our goals, establish simple structures to invest, get the right insurance to protect our family.
Cameron has helped us capture our goals, establish simple structures to invest, get the right insurance to protect our family and each year, has reviewed and challenged the arrangements to ensure that they continue to work and are the best offers in market. He is also an awesome guy who we enjoy catching up with – he has brought us great peace of mind.
He makes complex financial topics easy to understand.
Cameron has been providing expert financial advice to me for almost a decade – with great results. His team are experienced and versatile, able to share information and counsel on a range of different topics, including mortgages, investments, managed funds and superannuation. Cam is smart, responsive and professional – but most of all, he is supportive and approachable. He makes complex financial topics easy to understand.
Cameron has proven to be a very professional, reliable and astute adviser who treats his clients with understanding, empathy and respect.
Cameron has proven to be a very professional, reliable and astute adviser who treats his clients with understanding, empathy and respect. Cameron has always provided regular and relevant updates when circumstances demand. He has established a communication platform which provides us with confidence and realistic assessments of financial matters pertinent to our investments and our circumstances ensuring our expectations are met.
They are a great team and a pleasure to work with.
I have been dealing with Cam and his team for 6 years now and have found them awesome to work with. From communication, friendliness and great advice they have helped my wife and I consolidate our superannuation and also to use this for all our insurance needs, and be comfortable in the understanding that if something goes wrong they have us covered. They are a great team and a pleasure to work with.