My wife Diane and I have known Robert for approximately the last 7 years or so.

We first met Robert when I was preparing to retire and he unselfishly gave his time to advise and assist us to prepare for this situation and took me to Centrelink and arranged all the necessary protocol to allow me to achieve the required result . He arranged our finances to allow us to invest to achieve an income stream suitable to our needs.

Some time later when my wife Diane also reached retirement age, he again unselfishly arranged appointments with Centrelink to set up a pension and then her investments, along with mine, in a fund to maximise our income stream to allow us a degree of comfort in our retirement.

The investments he put both our super funds into seem to work well for us as they seem to grow each year despite us taking an income from them and also despite difficulties in the financial markets prevailing. We had several investment properties at the time which were not performing to our expectations and Robert helped and assisted us to offload these and set us on an even keel to be able to enjoy our retirement.

Robert has been extremely good to us and very generous with his time and it seems every time bad news is reported in the media re; the financial markets, I ring Robert to ask if we are OK and he reassures me all is OK and he turns out to be right. Robert always treats us with the utmost respect and importance and has became more than our financial adviser but a friend who we have recommended to all our friends without any fears .

Robert continues to remain focused on a high level of customer service and having achieved our business has not ignored us and continues a high level of care for our business. We can not speak highly enough of what Robert has done for us wish him every happiness and success in his life