Patrick (CEO) and Angela, clients since 2005

I enjoy dealing directly with Mike which gives me confidence that my affairs are of priority and importantly he works really well with other partners such as our bank and tax agent to make my life much easier.

Mike takes a very structured approach, which involved setting a long term strategic plan for our situation and working with us to achieve it.  He takes time to thoroughly explain all financial matters in a very calm, measured way and he has a broad business knowledge gained through experience beyond financial planning which I think is very beneficial. Mike is always accessible and he brings a very warm personal approach to our dealings.

I am happy to recommend Mike to my friends and colleagues and I have done so on a number of occasions.  I have always felt that Mike maintains a very high standard of confidentiality and that he is an excellent choice for people who are looking for a comprehensive strategy to manage their financial affairs.

PATRICK (CEO) AND ANGELA, CLIENTS SINCE 2005