Testimonial
"Beata Figueira
She is a great, conscientious financial advisor and person, who fights without knowing the impossible and does everything for her client.
Thank you for everything!"
New Business
"Kris and the team have developed a retirement planning strategy that is tailored to my personal needs. They have clearly explained everything at each step of the journey and have been incredibly supportive throughout. Their efforts to build a relationship have fostered trust, confidence and understanding. Kris has taken time to really understand what I want to do and has structured the investments accordingly."
Melville advisor review
"My advisor, Ms J Simpson has been excellent in dealings with my pension advice throughout the time she has been my financial advisor."
Pension review
"Very comprehensive, great service, very friendly, helpful, professional and understanding. Janine was a good listener and made things easier to understand. "