“Since I started working with Bryan, I feel more at ease about my financial future. There are less concerns about whether I’m doing enough with what I have. Bryan can relate to my life situation and is not too prescriptive, allowing me space to make decisions as well. He has never failed to provide a detailed answer to my questions that really aids my understanding.”

“Working with Bryan has been amazing. For the first time ever, we actually know what is going on, what our policies are doing for us, and where we need to make changes if necessary. We were previously completely in the dark, blindly following advice from brokers who did not take the time to get to know us and find out what our goals were. We now know 100% that our best interests are being thought about and looked after, and everything is explained so that we fully understand where we are with our planning.”

“Since I started working with Bryan, I am much more confident about what I am doing and I feel more secure that I am on the right track. His advice has been much more in-depth than previous advisors I have worked with and the detailed future calculations are immensely helpful. Bryan is very knowledgeable, provides great advice, and is easy to communicate with.”

“For many years we had advisors who helped us with future retirement planning but were always disappointed that it seemed it was all about how much commission they would earn, irrespective of how badly our investments were performing. Since meeting Bryan for the first time, we’ve felt very comfortable with him helping us with our retirement planning. Bryan has been with us on this road for a few years and we are extremely happy with his patience and making sure we understand what he offers us, how these investments work and how it will help increase our investments going into the future. We also now have a better understanding of how investments work.”

“SInce working with Bryan, I have greater insight into where I am now and what I need to do now and in the future to achieve financial freedom. I appreciate his honesty and the preparation that goes into compiling his reports.”

“Bryan has spent lots of time getting to know us, and is interested in what we want, value, desire and fear in life. He takes a holistic view of our finances, not just looking at what retirement fund investments we have. There was also a significant amount of time spent in analysing our assets, liabilities and expenses in the formulation of our financial plan. That gives us a sense of comfort and security about our finances.”

“Before meeting Bryan, I had never gone past the first introduction meeting with a financial advisor as it always felt too complicated. I enjoy working with Bryan because I feel that he strives to empower me, as the client. I feel more in charge and better able to adapt to changes, rather than feeling trapped in a one-size-fits-all product.”