‘As a busy professional with a young family, my personal finances weren’t getting the priority they should have. When we first met Brendan nearly ten years ago, that all changed. He made a dramatic difference, not only to the outcomes we now see but the knowledge we have about what we should be focusing on financially. First off his diligence revealed I had a super fund that was invested nothing like I thought it was, and Brendan turned my superannuation around so now it’s comfortably meeting our long term goals. When we wanted to start investing in property, Brendan devised strategies to complement our foray into investment property that made sense to us, such as making sure I had the right personal insurances and even devising smart and progressive ways to pay off our investment debt when the time is right. Brendan has been a terrific asset in securing our financial future, and to boot he even makes the job of planning our finances enjoyable, something we never thought we’d say!’
Angus and Tricia C, Mt Warren Park