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Trent Donohoovia Google

6 months ago

James came recommended by a friend who said he was impressed by the way James gave all his friends quite different advice, because James takes everyone’s unique circumstances into account to tailor the advice to their individual situation. We took our friend’s advice and used James for our own rather unique situation. Exactly as we’d been told, James went through our specific situation and gave us incredibly tailored advice that answered so many questions and made us both feel as though retirement isn’t going to be a pipe dream. He is easy to speak with, very knowledgeable, clearly very experienced, and illustrates everything in a way that makes it very easy to follow as he goes. It was money very well spent and he wasn’t crazily expensive either. Would recommend him to anyone - especially if you’re on the downhill run to retirement in a few years.

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Geoff Edwardsvia Google

11 months ago

Highly recommended. James is friendly, engaging and very knowledgeable. He was able to help us understand our current situation with clarity and how we can maximize our superannuation.

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Jo Bvia Google

11 months ago

James provided clear and thoughtful advice, very helpful as I'm planning to transition to retirement in the coming years. James took the time to understand my position and goals and then worked through a few different scenarios and how they would impact me and my PSS pension. These options included enough detail to really understand the differences and start to make plans with confidence.

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Simon Rowellvia Google

12 months ago

I really enjoyed meeting with James. He gave me some really clear advice and plenty of food for thought to help me start thinking about retirement. We covered a lot of financial fundamentals and I feel like I got a much better idea about what I should be thinking about to plan my future. Highly recommended!

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Jessica Smithvia Google

over 1 year ago

I was head strong in believing I needed to work another year before I would be able to retire. Two weeks after my session with James I was retired! I was initially referred to him by my brother in Canberra as many of his colleagues had spoken very highly of him and the accurate financial advice he provided to them. I live in QLD so we used Zoom which worked extremely well, James was well prepared and was able to share, show and discuss documents I had sent him on the screen as we spoke. James provided very clear, concise information and explained everything in detail, but in an easy to understand manner. I have subsequently been asked by several of my colleagues for James' contact details as they are keen for a consult too.