Who We Don't Help
What Our Clients Say
We’re fortunate to work with some wonderful clients. Here’s what some of them have to say about us:
"Damian is efficient, effective and professional in his business. He is a great communicator and shows a personal and caring interest in our financial requirements. We believe he more than meets our business/financial expectations."
Peter, White Hills
"Great communicator, organised, prompt and very efficient. Calls a spade a spade, at our age these people are very rarely found."
Neil & Shirley, Bendigo
"Damian was very good at listening to both of us and asked relevant questions to ascertain our future goals. He was very patient and explained things clearly if there was any confusion. Damian put us at ease with his friendly manner. He was quick to ascertain our future needs and to give advice on our first meeting. He gave us information about different investment plans to take home to read and digest and assured us that we could take our time before committing to implementing the financial advice/plan that he suggested."
Joy, Golden Square
"Knows his job really well. Works really hard to get a satisfying result to all our requests. Very obliging and reliable."
Les, Kangaroo Flat
"In our experience we have always found Damian to be professional at the same time he is easy going, very easy to get along with & well mannered. Damian is available for contact , is happy to speak with his clients & we regard his advice."
Sharon, Gisborne
"Damian manages our retirement plan and instils trust. He is pleasant to deal with and allows us to feel confident about our future."
Chris & Sue, Gippsland
"Damian ALWAYS does what he says he will do , on time. His plan is working exactly how he said it would."
Peter, Upper Plenty
"Damian is always prompt with requests made. He gives current advise on a regular basis and helps to ease our minds about our financial status as self-funded retirees. He is currently planning to save our children money in the form of tax should we pass away."
Alan, Bendigo
