Dear Anthea
Thank you for taking such good care of my money and of me! Regards
Judi

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Dear Anthea
Thank you for guiding us through to a wonderful lifestyle
John and Edith

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Dear Anthea
We, Ron and Joy would like to inform of our absolute satisfaction with the expertise in which you have handled our financial affairs over the last 10 years or so.....

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Testimonials

Dear Anthea

Thank you for taking such good care of my money and of me!

Judi

Dear Anthea

Thank you for guiding us through to a wonderful lifestyle

John & Edith

Dear Anthea

We, Ron and Joy would like to inform of our absolute satisfaction with the expertise in which you have handled our financial affairs over the last 10 years or so. Through these difficult times of world market crisis you have managed to balance our investments in a professional and skilful manner. We will definitely be retaining your services in years to come.

Ron & Joy

Dear Anthea

We would like to take this opportunity to thank you for the way you have conducted our financial planning arrangements since you took-over the responsibility in 2006.

As you are aware, we have had a lot of things ‘on our plate’ in recent times, including building a new home, moving to part-time retirement and much travel, and we have very much appreciated your advice and guidance in related financial matters. In particular, we have valued (and accepted) your advice regarding our transition to retirement. In this regard, we are both eagerly looking forward to having some more spare time on our hands, without worrying about financial matters.

Once again, many thanks Anthea to you and your staff on the way that you have managed our financial planning affairs. We appreciate your service very much, knowing full well that we can consult you at any time (incidentally without additional costs) with any queries that we have. Our relationship with you has given us much peace-of-mind.

Hylton & Lyn - South West Queensland

Dear Anthea

A brief note to express our gratitude for the way you have handled our financial planning affairs since we became your clients in 2006. In particular, we have appreciated your most recent advice regarding Gail’s transition to retirement, and we are excited about that event. Your clear, concise and friendly delivery of the concepts surrounding the retirement strategy was particularly valuable for us.

Your service to us has been of a high standard, and your staff are to be complimented for their service ethic, in particular the friendliness and timeliness of the ongoing service that you provide so proudly.

Once again, many thanks, and we look forward to a continuing good relationship with you and your staff.

Bill & Gail - Brisbane