That our advisor is always prepared an knows details of our requirements without having to look it up whilst we are there. He is always very well informed and pleasant.
Comprehensive review and willingness to respond to any issues we raise.
Any help we need, especially Centrelink!!!
Honesty in presenting information, clarification of queries, welcoming and accommodating, Ability to see and understand where we are at re Financial and personal situations.
Our financial set up has been very efficiently handled and suits our life style.
