INVESTMENTS

“I have contacted other financial planners in the past but was told they only deal with people of a salary 100k plus. I found this service exceptional where anyone can get advice regardless of their salaries.”

“I booked the consultation only looking to talk about investments and Ian helped us with income protection, investment, savings and spending plans. We got a lot out of the consultation.”

“Darren went above and beyond. Seemed like he genuinely had our best interest at heart. Did not feel rushed at all.”

“The projection software was super, it was really cool to be able to see what the next 59 years looked like financially and what would happen if one income was gone.”

“It was a real eye opener and everything I need is taken into consideration. I felt everything was geared towards my success and not that of the advisor.”

“I now have very realistic goals to work towards and know that I can trust the advice I was given. I feel comfortable and confident entering 2021 with a plan.”

“Gave us a great insight on our future financially and how we could give our kids a bright future if we put the right plans into place.”