Testimonials

I have nothing but praise for Michael and his team, who I know from experience work together brilliantly.  No matter what the question or problem, my enquiry is immediately, thoroughly and professionally dealt with.  No matter how basic the request, Michael always shows respect and patience, allowing for my complete financial ignorance with both skill and grace.

I consider Michael to be a mate, not just an adviser.  I have no hesitation in recommending this gentleman to anyone who feels they might benefit from his advice – you won’t be sorry.

 

I first met Michael about a year ago after doing a Google search for a financial planner in my area and walked in off the street.  Michael greeted me immediately with a warm and friendly demeanour and I warmed to him from day one.  After a series of meetings both my wife and I have now retired and with Michael’s guidance, planning and expertise we are now receiving a regular income stream that will last and keep us comfortable for our future.

We cannot thank Michael and his staff enough for their professional, honest and efficient service during this entire process and would recommend them to anyone who needs financial peace of mind.

Having always organised our own financial matters I was sceptical about hiring a financial adviser, but our income was becoming too complicated for my wife and I to easily handle on our own so we employed Michael. We were impressed with his open, engaging and honest nature.  Michael has been our financial adviser for over twenty five years.  I have found his advice to be invaluable.  He organised my superannuation with almost no time or effort for me!  His guidance and support have given me confidence in my financial decisions.  Michael has always made himself available and has been happy to do home visits whenever needed, and I feel that I can always completely trust him to be a strong advocate for my interests.  I highly recommend Michael to anyone who is seeking financial advice or who needs to better understand their investment potential.

Michael was referred to me by my retired broker.  He is very thorough and understanding of our requirements.  He made the process quite easy for us by researching the model that we chose.  I would recommend him, his staff and their products.  For me it would have been too time consuming to read the fine print and a better understanding was achieved with Michael’s knowledge and experience. 

After falling off a roof and shattering my leg which had to be plated and screwed back together followed by a knee reconstruction, I had a total of 10 months off full time work.  Michael was contacted immediately after the accident and the necessary paperwork was completed and payments were received as set out in the (Income Protection) policy.  Michael continued to monitor the progress even after claim payments were received by myself.  I was paid monthly from my income insurance for 10 months.  I then started work part time and received a partial disability payment which is still being paid monthly 2 years on.  The income insurance was used to pay both regular household and business expenses.  Without the insurance we would have had to apply for a loan to cover expenses. 

After 36 years of laying bricks I ended up with a bulging disc in my back.  We tried everything before going to surgery, acupuncture, medication and exercise.  The operation worked, but I was still having problems with my right hip.  It turned out to be advanced osteo arthritis.  My insurer paid out the last 6 months of a 2 year claim in bulk.  We would not have been able to survive without this help.  I recommend Income Protection to anyone that is working and has financial commitments, as accidents or injury can happen to anyone