The advice process

John has been extremely helpful in my transition from permanent work to retirement. His courteous and knowledgeable manner makes it easy to seek information regarding financial advice and planning for our future - Neil
John has given advice in arears including managed super funds, shares and fixed investments, super funds. He was able to explain things in a clear way. John’s knowledge and experience together with his research on products and to detail and issues, gives me confidence in the advice given - Peter
The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.
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