Testimonials
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“Jay has given me advice in areas including insurance, superannuation and retirement planning. Jay was always able to explain things to me in a clear way. Through Jay’s knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jay’s full care and attention when I needed it.”
Simon
“I have worked with Jay for over 10 years. His expertise is super solid and I like his practical and considered approach. Jay is great at managing expectations and always provide various solutions for our discussions. Would highly recommend Jay and enjoy his sense of humour.”
Mel
“My wife and I have been clients of Jay’s for nearly 10 years. In that time he has provided regular, helpful advice always from the perspective of what is best for us, taking into account our short, medium and long term needs. He backs this up with explanations of why the particular investment strategies he recommends will suit our requirements. He has proven to be an extremely trustworthy and valuable resource for us, and has been critical in helping us achieve our financial goals.”
Brad
“Jay has always been available when needed by me. His advise is precise and confident and so far successful. In my 60’s plannng for the next few years is very important and e has curated a pan to suit”
Keith
“Jay has been extremely helpful for us setting up our super and retirement funds and generally helping us to transition to retirement. He is always on call for us and very willing to offer advice and support.”
Chris
“Jay is a very reliable adviser, he always has the time to attend to our needs and/ or enquiries. He meets with us regularly and is easy to understand. I have no doubt that he would be one of the best financial advisers available. Jay is courteous and his actions and advice demonstrate that he is always able to provide positive guidance and advice and is fully aware of any changes that may impact our financial status. I would recommend Jay to anyone, he is very friendly and capable whilst being proficient and professional at the same time.”
James
“For 10 years, Jay has been my trusted adviser, providing expert and excellent advice in a well explained way for my superannuation and other investments.”
Gary
“Jay has provided valued advice for some years. He has gone out of his way to assist me and my family with financial advice as well as assistance with insurances and loans. I would recommend his services to anyone seeking help with financial planning.”
Michael
“I have worked with Jay for some years now and whilst he doesn’t always agree with how I want my investments to be made (mainly Australian), he is happy to fully discuss it and suggest alternatives.”
Anne
“Jay has been a very good proactive financial advisor for both our SMSF and other investment vehicles over many years.”