"We have relied on Brad for financial advice and support for our SMSF for close to 20 years. His own development as a truly professional Financial Planner over these years has been testimony in itself to his work ethic and dedication to servicing our evolving retirement circumstances. What we really value is that Brad regularly consults with us and then provides us with a more formal "Statement of Advice" to ensure we have fully understood that his advice is very personally aligned to our own goals and objectives. Brad is ably supported by Vanessa and Emma, his administration assistants, who can always be relied upon to keep us fully informed with any current matters affecting our SMSF. All in all a very friendly and capable team whom we are truly happy to highly recommend."
