Comprehensive review and willingness to respond to any issues we raise.
Periodic contact, updates on financial situation. Individual requests for assistance/advice are always dealt with quickly, staff are helpful and give much appreciated advice. Guidance with transition to retirement and actual retirement has been highly appreciated as this can be a very confusing time.
Any help we need, especially Centrelink!!!
Extensive information, up to date advice, clear concise explanations and sense of humour. Knows our situation.
The caring nature of my financial advisor, Craig.