Good advice that made sense
Went through my current financial setup and worked out what I was tracking for. Showed me what could be done better and what difference that would make in dollar terms. It was good advice that made sense.
Serious about helping people
Good company and I like that they back themselves by doing the review with no obligation and I like that they do a lot of charity stuff. Really nice company that seem serious about helping people
Great advice with no fuss
Great advice with no fuss. Laid out my options, explained the benefits and then got everything organised for me in a matter of days. Very happy with the overall service and level of care