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Client Testimonials

Chris organised a free seminar on Financial Planning at my university and then followed this up with an obligation free 1 hour Financial Health Check for me and my partner.  We were impressed with the way Chris had reviewed the information we had supplied in advance and then asked additional questions to provide further clarity of our current situation.  

During the conversation we touched upon a range of issues, such as superannuation, investments, negative gearing, mortgages, insurance, salary packaging, tax and more.  By the end of the conversation we had a much clearer picture of our financial situation, and whether our financial plans and goals made good sense or not.  

We were unrestricted in the questions we asked of Chris, and though surely some of them must have been rather silly, he answered them all just as gracefully and professional.  It's good to have an expert look into your finances, it gives us good confidence in what we are trying to achieve.  

Corneel Vandelanotte
Professorial Research Fellow at CQUniversity Australia