"A wonderful job managing our super …"
“Stuart has been our adviser for over 6 years now and has been doing a wonderful job in managing our super funds and making sure we are secure in our retirement.”
"Very happy with the level of service"
“Have been with Stuart for a number of years and I can say without a doubt, I am very happy with the level of service given throughout the year either via face to face meetings or by email updates.”
"… a credit to the insurance industry"
“After experiencing one of the most traumatic experience of my life, Simon provided real support and guidance through the ongoing claims process. He as always been responsive and professional in your services. Insurance policy is one thing that I’ve been actively recommending to my family and friends and True North is a credit to the insurance industry.”
"Customers for over 15 years"
“We have been customers of Daniel for 15 years. During this time, Daniel, has managed our investments including superannuation in an excellent manner. He is proactive and regularly reviews our portfolios. Over time, we have confidently recommended Daniel to both family and friends for their investments and superannuation requirements”.
Geoff and Chris
"… exceptional advice and service"
“Daniel has managed our Self Managed Super Fund investment portfolio for over 17 years. He assisted to accumulate and build our super leading up to retirement and then manage our income stream when we retired. He has outstanding knowledge of super, self managed super funds and retirement strategies. He has provided exceptional advice and service and we have happily referred many of our family and friends who have now enjoyed the same experience.”
Jim and Andrene
"… a really genuine approach"
“I’ve been a clients of Simons for several years now, from NAB to True North. Simon has a really genuine approach and simplifies what can be a dry subject, albeit essential. A great person, and very down to earth with professional guidance on personal insurance matters.”