MICHAEL & MEREDITH

“I run a small part time business, my husband retired recently; after searching for someone to give us honest and reliable advise regarding our current and future finances we found Val. To say he has been helpful is an understatement; he has guided us through the mire that is Centrelink, steered us through the pitfalls of superannuation and investment and set us on a pathway that provides for our future; both in my business and into a secure retirement for my husband. The fact that Val is a phone call away to answer queries relating to ever changing government conditions is a source of comfort. Thanks Val for your continued assistance, your honesty and professionalism is greatly appreciated.”
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