“Sean has been our Financial Advisor for approximately 10 years and throughout this time we have found him to be very reliable, knowledgeable and able to explain things in a comprehensive manner to us. He always put our interests/welfare first and foremost. We could have no hesitation in recommending Sean to future clients.”

“Matthew has been an incredible help to me in organising my financial future. For the first time in my life I feel educated and empowered when it comes to my finances which feels amazing. He’s set me up with ethical investments that align with my values and I’ve loved learning from his intelligent, informative and friendly approach. Because of this I’ve recommended him to everyone in my family now and they’ve all been equally impressed.”

“Stevie Jade has been working with us for 5 years. She’s a wonderful support full of knowledge and has provided us with great advice.”

“Mariana has given me advice in areas including loan products, superannuation, insurance, budgeting and managing debt. Mariana was usually able to explain things to me in a clear way. Through Mariana’s knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Mariana’s full care and attention when I needed it.”

"I approached Stevie-Jade for some advice on super, investments and cashflow. She was also able to refer me to a colleague within Tribeca to refinance a couple of mortgages, which is saving me a lot of money each month…I think having a good connection and partnership is important when you're looking for a financial advisor and Stevie-Jade was great in that sense, very approachable and engaging.”

“Robert gave us good advice on our financial position and on the performance of our superannuation investment. He also advised us on a specific question relating to death duties. We always leave our meetings with Robert feeling happy and satisfied with his advice.”

“Mariana is genuinely interested in our wellbeing and the financial advice she gives is directed to that end. Always pleasant and confident. Pleasure to work with.”

“Rob is so thorough with this advice and he is always happy to spend the extra time explaining everything. Nothing is too much trouble for Rob and his help managing our finances and growing our investments and creating a bright future for our children has been incredible.”

Having been a client of Sean’s for some time now I cannot speak more highly of the advice and support both my partner and I have received regarding our superannuation, protection needs, budgeting and Sean’s business was even able to assist with the mortage for our first home. Not only is Sean there as an adviser, he is also fantastic at being there to discuss any big decisions we need someone to bounce them off with.”