What our Clients have said
Our dedicated team brings decades of industry expertise in driving our financial approach, portfolio plan, and allocation advice. This ensures we provided well-informed advice which is best in class, combining substantiated research with the most effective financial planning tools in the industry.
Peter & Sharen D
Clients since 2012
“The service that Emilio has provided to me and my family is excellent. Through reviewing our super, he was able to structure it to provide the best benefits possible, which we weren’t aware of previously. He even took care of all the paperwork for us!
Emilio is not only a fantastic Financial Planner, he is also a very nice and genuine person. He has been there for us the whole time we have been clients, and he responds to our questions and concerns straight away.
He also helped our son to secure his family’s financial future, ensuring that he had one less worry during what was a very difficult time.
I would highly recommend Emilio to anyone.”
Ciaran B
Client Review 2022
“I found Damien to be a pleasure to deal with, he took the time to understand my goals and objectives and felt that he worked with my best interest in mind. I have recommended several friends and family to Damien and they have all had a similar experience. Highly recommend!”
Bryan & Beverley L
Clients since 2008
“We would have no hesitation in recommending Emilio to anyone. He is always very helpful, and provides exceptional service.
Emilio is always looking out for us. When there are any changes in the market, he will call us with updates on our funds, and provide options and recommendations for the best way forward.
He is a trustworthy and honest person, and we are very happy with the service he has provided.”
Stefano & Mary N
Clients since 2010
“We would highly recommend Emilio to anyone. He has assisted us with everything from Centrelink requirements and paperwork, to ensuring we have the right insurance cover in place.
He explains everything in layman’s terms, and makes things easy to understand.
We would trust him with our lives, not just our money! We have recommended him to many friends, and will continue to do so.
We are very happy with the service he has provided to us. Nothing is too much trouble for him, (except updating your address on his records – it seems that is indeed too much trouble for him, even after four years!!!!) and he is always just a phone call away!”
