“I am writing to thank you for providing a free copy of your handbook, ‘What am I paying my financial advisor for?’. We were approaching retirement and knew we needed to do something about reducing the fees we paid on our super funds. The information in your hand book gave us insight into how your company thinks about this issue and therefore it helped shape our decision to come and see you and ultimately choose to use your services.” Henry and Helen Black

“I had previously not known I was paying so much in fees because I could not see them all in my annual statements. After reading your handbook, ‘What am I paying my financial advisor for?’, I became more alert to the fees I was paying and was able to make better comparisons on fee’s and performances with other funds.” Jack Newman

“Thank you for your assistance in reducing the fees on our allocated pension fund. The $15,000 we will save every year in ongoing management fees will help to pay for the many bills we have in retirement. And I am sure we will get a few extra holidays out of this saving as well. Thanks again.”Joe and Vera Hunt

“Not only did you show us how we could have the same investment asset allocation for half the price we were originally paying, you also restructured my salary sacrifice arrangement to take advantage of the ‘Seniors Australian Tax offset’ with the benefit being tax savings. We appreciate the advice.”Peter and Betty Singleton

“I find it hard to understand why my existing advisor did not explain the many super and allocated pension investment structures to me. Your explanation of these options was easy to understand and made sense. I wish I had made this change much earlier and I would have saved a small fortune over the last decade.” Joan McDonald