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Client Testimonials

  • All our lives financial matters have been a concern to us because we don’t really fully understand them. In Paul Bronson we have found someone who gave us the confidence to retire, and who continues to look after our financial interests so that we are more prosperous than we expected to be. In addition to regular reviews, he is always available and answers our queries promptly. In short, he is excellent. We may not understand financial matters any better than we did before but we have complete confidence that Paul will keep us in good shape during retirement.

    P & L Jolly

  • We have worked with Paul for many years in the managing of our SMSF and now that we are retired find the ongoing reviews where we review our income and our investments very reassuring. We strongly recommend you speak to Paul if you wish greater control over your financial portfolio

    D & V Field

  • As a business owner, I realise that I can’t run everything by myself, as a result I have had Paul manage my SMSF and insurance requirements for many years and have been very happy with way it has been done. We meet regularly to ensure my portfolio is working as hard as I do and I strongly recommend to all business owners that you get Paul help you to manage your SMSF.

    J Stark

  • Thank you for taking our complex position and creating a financial solution that is easy to understand and follow.

    C & M Whiteley

  • I found the time spent with you very valuable and am confident that I should now be able to achieve my retirement goals.

    Maria Bailey

  • Paul’s professional approach to my financial needs is a testament to his ability to listen and understand my financial situation and provided me with a plan that suited me.

    Peter Fitzgerald

  • We have known Paul personally and professionally for more than 20 years. We have found his help with the establishment and ongoing management of our SMSF invaluable. If you want to be in control of your retirement funds, we strongly recommend that you talk to Paul.

    B & M McInnes.