“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.”
“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.”
“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.”
“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.”
“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.”