Financial Planners near Nepean

“I have known Geoff going on 20 years and his financial advice has been informative, astute and rewarding. His suggestions have helped increase my portfolio in so many ways. He has great patience dealing with seniors like me. Geoff is also a person that makes you feel like you’re his most important client. It’s been a real pleasure dealing with Geoff over all these years. Thank you Geoff.“

“Ashton and I can highly recommend Callum. He is endlessly patient and guided us through a very stressful time. We completely trust his advice and know we can call on him to answer all of our questions in a very timely manner. We are learning a great deal about smart money management from him and look forward to working with him for many years to come. He came to us through the recommendation of a close friend of ours and we feel very fortunate to have found him.“

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