We have now enjoyed 10 years of retirement and the team are still assisting us with expert advice. Our current advisor, Reece Lewis, has been excellent – all you would hope for. We have always found him to be approachable, helpful, very knowledgeable and efficient. His friendly disposition makes communication very easy. Reece is proactive. He keeps a close eye on our situation and lets us know when there is anything on the horizon that may affect us.
I would recommend this team to anyone looking for financial planning services.