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Feedback from a Satisfied Financial Planning Client
"Over several years Phil and I have come to know Eric as a friendly, personable, trustworthy and efficient accountant. He has always provided us with effortless taxation meetings and pleasing outcomes.
Feeling a sense of trust in financial affairs is very important to us and recently Eric referred us for Financial Planning to his partners in Financial Services to assist our retirement planning and we are very pleased with this outcome also.
Many thanks Eric for your services, friendship and support."
Jenny and Phil Aitken
Senior Financial Advisor, Ad.Dip.FS (Financial Planning)
Rob provides an array of expert financial knowledge, with a track record of delivering complex solutions and strategies that build and preserve wealth. A regular presenter at accounting and client seminars, Rob has quickly established himself as a subject matter expert in SMSFs, investments, tax structures and personal risk protection. Rob works with a diverse client base, including executives, SME business owners and individuals and families requiring holistic wealth management and strategic advice.
Financial Advisor, B.Bus (Acct.), Grad Dip FP, AFP®
Tom has over five years’ of valuable experience in the financial services industry. After completing a Bachelor of Business he diverted from the accounting path to pursue his passion for financial planning. Tom is a driven professional who takes great pride in assisting his clients to achieve their financial security and freedom. Creating long-lasting client relationships is as much a priority to Tom as is his ambition to develop a secure and attainable strategic financial plan.