“I haven’t focused on financial security and, now into my 60s, I need really good advice to make the most of my last 5 years of full-time work and income. I actually had no idea what my post retirement position was looking like or whether it would be possible to own a place with no mortgage and live comfortably.
Michael and I talked about what’s important to me - family and health underpinning everything - and from there he developed savings, investment, home ownership and superannuation plans. I still don’t want to focus on finances - I want to know I’m on track but not worry about the detail. A lot of what Michael set up to reach retirement goals is automated with direct debit for savings, investment and super - so it’s a set and forget strategy that really suits me. I can call Michael any time; I get regular email updates and we have an annual review of my position. I feel I’m in really good hands. For me, it’s not just about his competence as a financial advisor, it’s his genuine interest in my wellbeing. He cares and I place the highest value on that.
”
“Michael has provided outstanding service and truly goes above and beyond to ensure I understand the process, my various options and how to design the lifestyle and future retirement that once felt like only dreams. Michael breaks things down and answers all of my questions (sometimes several times) until I’m comfortable and feel I have everything I need in order to make an informed, concise decision. Sincere and empathetic, I would highly recommend Michael as a financial planner that partners with you to ensure a solid, well constructed robust plan for the future. What was once a daunting process, I’m now excited about the possibilities that lay ahead.
”
“As I travel on this life journey for the last 30 years I have been travelling financially solo. It has been a life well lived without a doubt. Oh, but how much more purposeful would it have been, had I met Michael before this year!
Divorcing from a life where money was the linchpin I took a reactionary stance powered by the next adventure. No advice needed I thought! Living a good life albeit beyond my means became very clear when the transition to retirement began.
From the moment I first consulted with Michael he has transformed the whole way I view my finance and what it can actually add to my life. Money no longer has power over me, instead I am empowered through money.
His advice is well researched, personal and detailed. The service is expedient and with clarity. I appreciate the summaries in particular. To be noted is that the service is ongoing which is incredibly important as life circumstances do change and reviews will occur as needed.
The significance of consulting with Michael about my financial health cannot be overstated. As I transition into retirement I can now call myself an Inner City property owner, with clear goals relating to work and life after work.
Michael is on my daily gratitude list. I would and do recommend him to all and sundry.
My advice to ALL , why wait as long as I did? Take a financially healthy life journey with Michael sooner rather than later.
”
“I have just received, perused and given consideration to the latest report. Without request I write to confirm my satisfaction with the service you are and have provided for the past three and half years. I have the greatest confidence in your straightforward advice. I have no doubt whatsoever that your advice is directed to what is in my best interest. You have in excess of one million dollars of mine under your control and this will continue to grow and produce income under guidance. I have no hesitation in recommending you and your advice.”
““I had been apprehensive about the risk of investing in shares or wealth portfolios but Michael tailored a plan specifically to match my risk profile. My cash is now earning significantly more than it was in term deposits and low interest bank accounts, while still giving me the security of a medium risk portfolio. I have already recommended Michael to friends as he doesn’t just provide a one size fits all offering, he takes the time to get to know your individual financial situation and create a realistic but challenging plan to ensure your money will work well for you. It has given me peace of mind as I no longer worry that I’m missing out on wealth creation. My money is working for me without me having to do anything. We also did a restructure of my superannuation and insurances to ensure I’m protected for the future as well. ”
“I met Michael socially in our local area so knew him on a personal level before engaging him professionally. After learning what his speciality is, I asked him to take me on as a client as I was unhappy with the level of service from my previous adviser. Although I had had a previous planner, I didn’t really understand what was happening and never heard from them. Michael was quick to explain the process and I had straight up trust in what he was doing.
Michael’s communication is great and I enjoy receiving the reports on my super and tracking how it is going as I have full confidence in his recommendations. He also put my insurances right to and covered me for what I actually need. We tend not to worry about our super sometimes but after working with Michael I have realised the importance of it and what it can do long term. I feel I am in a much better position and back on track and its thanks to Michael. I have even referred my mum and other family members which says a lot”
“We came to Michael to help guide us in our early years as a couple, to help make sure we are set up correctly for our older years. We are in it for the long haul, however once meeting with Michael I was really surprised on the short-term impact he has had.
As the main decision maker in our household, Michael has helped ease a lot of stress and pressure I was feeling from making all the big calls. I would say this is one of the most valuable things I personal get form his guidance. It’s like having a top player, and he’s on the bench and I get to call him up to play whenever I need, and it leads to all the right goals.
I couldn’t recommend Michael more. Always ready to explain things simply for us, gives us multiple options and most importantly works to our goals. Not just a general plan for wealth, I feel our journey with Michael is personalised, ready to grow and adapt with us. It’s a team.”
“Michael has taken the time to sit and listen to us and work with us on the best solutions for us. We have to say that he has lifted the burden we felt when making certain financial decisions because as parents and business owners we don’t have the time or wherewithal to thoroughly investigate and research our options. It’s like having a coach for your finances keeping you financially fit. Michael is not only a great guy but easy to work with and we feel secure in the knowledge that the plans we are making together are benefiting us now and into the future. We wouldn’t hesitate to recommend Michael as a financial planner. ”