What Our Customers Have to Say

“Always a highly professional and friendly service. The complexities of financial advice explained in layman terms. An extremely expert service delivered in a friendly and easily understood fashion.”

good-review

Les & Jenny

Working Life

“You make our finances simple for us. We like seeing the progress you have helped us with over many years. You are honest, always on time and are flexible with the times that you can see us.”​

good-review

Dave & Kathy

Working Life

“We are extremely happy with what you do Brent and your service is great. We are confident with you and what you do for us. You make us feel secure about our future.”
 
good-review

Ian & Sue

Retired

“I would like to thank Adam Vermillion for setting up our family insurance; unfortunately I had an accident and had to make a claim. Adam helped me with the paperwork and, thanks to the insurance, we had the funds to continue to pay our bills and live comfortably until I was well enough to go back to work.”​

good-review

Gary, Debiie & the kids

Working Life

“You have given us excellent pre-retirement advice. You always say that you are ‘here to help’ and you do that. You have a relaxed attitude which makes us more comfortable talking about our finances to you. We wouldn’t be in the position we are today without your help and guidance. You always ask about our family and we now consider you not just our adviser but also our friend.”​

good-review

Greg & Lorraine

Approaching Retirement

“Thanks for securing our future. You help us run our finances to achieve our retirement goals. You are upfront with the ‘pros and cons’ of what we discuss and support our decisions. You explain everything so well and we appreciate the one on one time you have given us over the last 4 years.”​

good-review