LR & AJE

Simon Allanson has been our financial adviser since 2009 and has put in place strategies to maximise cash flow and minimise tax. He has impressed us by his sincere and absolute honesty relating changes to the market trends and government changes which have an effect on our super. Also he has been proactive in advising changes to maximise our income and taken the worry and uncertainty from trying to understand the financial market. Retirement is 24/7 so who wants to start a new high risk career of managing our own finances when there are so many other things to do!

Simon, Partners & Staff have always treated us with respect as though we were members of their personal family – We and our family are very grateful and could not ask for better service.