Comments from our customers

Read the below testimonials from my happy clients. Glad I could help!



Malcolm listened to our concerns and was able to put together a plan for us which clearly addressed our individual needs. It was apparent from our plan and meetings with Malcolm that he is an excellent listener and that he understood our goals and objectives. Malcolm's expertise made us feel very confident. We will definitely recommend Malcolm to our friends and family.


Isaac Karschimkus (Financial Planning) Hawthorndene, SA


Malcolm has been invaluable in completely reviewing our finances and restructuring our superannuation. He advised us on issues we weren't even aware of to gain the maximum advantage for every dollar, and is now doing the same for our other investments. Malcolm's attention to detail, depth of financial knowledge and the results we've seen so far give us complete confidence in his advice. A very genuine and approachable bloke and we shall continue to use and recommend his services for the foreseeable future.


Leigh Cohen and Belinda Spry (Financial Planning) Kurralta Park, SA


My partner and I were dissatisfied with our previous advisers management of our financial affairs. Malcolm was recommended to me from one of his existing clients so we gave him the opportunity to review our superannuation situation and see what he recommended. Malcolm completely restructured and reorganised both our superannuation plans and we haven't looked back - our investment returns have outperformed our previous advisers beyond expectations and we've found Malcolm to be professional and pro-active in managing our funds ever since. We have complete confidence in him and he's given us peace of mind allowing us to get on with our lives and not worry about our future. We have recommended him to several of our friends as a result.


Kevin (Financial Planning) Stanmore, NSW


I came to see Malcolm to see how I could best protect myself and my family, prepare for my retirement, plan for my family's future and grow my wealth.

Malcolm is an excellent listener and was able to use his wealth of knowledge and experience to provide clear advice and recommendations in respect of the above.

I am very happy with the service I received and have already referred friends to Malcolm.


DP (Financial Planning) Colonel Light Gardens, SA


Extremely satisfied, I know dealing with you Malcolm that there is going to be a positive outcome.


Mark Sires (Financial Planning) Somerton Park, SA


Malcolm combines an in-depth knowledge of the financial sector with A-grade customer service. His advice and assistance have been, and continue to be, invaluable.


SS (Financial Planning) Sheidow Park, SA


I fully entrust Malcolm to look after my investment and guide me through a journey to better wealth.


J Dodson (Financial Planning) Bellevue Heights, SA


Malcolm was proactive and responsive during the past year to ensure my goals were on track.


MO (Financial Planning) West Beach, SA

Contact us today.


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