Testimonials

"I have been using Brendan for financial matters for over 10 years and have always found him to provide excellent personalised advice. The fees are very reasonable and he provides information and options for making financial decisions. He was able to make suggestions for financial matters that I had not previously thought of."

"For the last 15 years or so, Brendan and his Sunshine Coast team have been providing advice and direction to myself with regards to financial management, portfolio management, superannuation, insurance, wills and estate management. Brendan continues to be professional and upfront with me, and has provided sound advice in the most difficult of times. I would not hesitate to recommend Brendan and the team on the Sunshine Coast."

"I'm confident & satisfied with the service provided over a decade now. If ever I have any concerns they are addressed immediately. Brendan's genuine, understanding and professional foresight has been a real blessing at times. The price of peace of mind should be highly regarded and that's what Brendan and his staff has provided me and my growing sons ~ as we navigate through the differing financial seas & seasons of life."

"My history with financial advisors has experienced a few hiccups recently but meeting with Brendan has allayed all my fears. He showed that he really cared about my financial future, he is so easy to speak with and answered all my queries succinctly and with clarity. As an initial consultation, I am more than satisfied that the fee charged was worth every cent and I am looking forward to discussing my financial plan in the near future. I know without a doubt that Brendan has my best financial interests at heart."