When we first met Alistair our finances were disorganised. He advised us to consolidate our superannuation to a Self Managed Super Fund (SMSF). He then implemented a transition to retirement strategy through our superannuation and restructured our life insurance to be more cost effective.

The overall result is that we are saving more but at the same time we have more to spend because we are paying less tax.  Although we have a SMSF Alistair manages all of the affairs of the fund on our behalf. We are not yet at a point where we can retire comfortably but we are now taking the right steps to get there.
B & M of Thornleigh

When my husband was alive he was the one who managed our financial affairs so my understanding of investments and superannuation is limited.

Alistair has now been my adviser for the last six years. During that time he has organised everything for me so I’ve got my money in investments that I feel comfortable with and I still get some Centrelink pension. I know I can trust Al to look after my affairs. I can call him about anything, whether it is a big or small matter and I know he’ll take care of things so that I don’t have to worry about it.
Mrs R of Collaroy

Alistair is the person I trust to take care of everything that needs to be done in relation to my financial affairs from dealing with Centrelink to making sure my SMSF is in good shape. I don’t have to worry and I can get on with my golf.
Mrs W of Elanora Heights

Alistair was initially referred to us via a contact at work. When we first met Alistair we knew that we needed to get in place a financial plan to meet our goals of being financially independent, especially as we were immigrants who had settled in Australia and needed to re-build our wealth. Alistair has guided us through the phases of putting in place wealth accumulation and wealth protection strategies which we are continuing with today.

The wealth accumulation strategies he put in place have a long term focus and even throughout the Global Financial Crisis these strategies continued to operate and were able to profit from the opportunities that were presented.

We find him and his team easy to deal with and always available to take our questions when they arise. I know I can just pick up the phone and have a chat with him about how our investments are going.  We have subsequently referred a few of our contacts to Alistair and believe we are all in great hands supported by Alistair and his team, who clearly have passion for the important work they perform.
Mr & Mrs B of Mona Vale