If you are seeking retirement planning or aged care financial advice, what best describes your situation?

"Understands our investment requirements and puts forward sound , sensible options. Jim@Annette.

"I have appreciated Craig's advice in converting my superannuation fund to a tax free pension fund. He has also taken into account the fact that I may need to draw on some of this money in the near future."

"Focused on providing good advice."

"Craig is very accomplished in his field of investment advice, extremely friendly and caring."

"I believed he has worked hard to get the best results for me in the short period of time to achieve these outcomes. He had to work with a lot of people to achieve the outcomes and they are coming together as planed"

Craig was of great assistance when I was faced with placing my mother into Aged Care. This was a very stressful time for me and Craig's knowledge and patience made the process easier.

"I am very happy with the service provided"

"We would highly reccomend Craig. His knowledge and expertise has been invaluable in assisting us with managing our superannuation and retirement goals. "

"We liked that Craig tailored his advice to our goals and circumstances and didn't push us into any higher risk investment strategy."

"Have confidence in Craig he is willing to listen, is very friendly and has been very helpful to us"

"I have really welcomed Craig's expertise to set up my super and insurances aligned to my ethical investment values. "

"I felt confident he knew what he was talking about..."

" Friendly and knowledgeable"

"A knowledgeable man that speaks to you in a professional and friendly manner. I feel like I have known him a lot longer than I have."

"Great service! Very helpful!"

"Craig was really helpful in setting me up for my financial future. He takes the time to explain everything. "

"Craig is very knowledgable, communicative, responsive and provides his services with a sense of humour which is important. "

"A very approachable and competent adviser who has dealt with me in a manner that is appropriate and he has looked after and advised me in an acceptable way "