Financialadvisor.Com.Au Financial Planners Sydney

I have been a client of James for a number of years, and have placed a substantial amount of money in his hands to be invested. My wife and I completely trust James' team's capacity,experience and skill in managing our investment.

My experience so far has been really positive, specially compared to my previous financial advisor. James and his team take the time to know you, listen to you carefully, consider your situation holistically, follow a specific approach to ensure they capture all elements that might impact your situation, etc. They are also open to suggestions, to exploring new ideas if you have any, but still follow their duty of appropriate advice. They take the time to answer all your questions and do not rush you to make decisions if you aren't comfortable with them. James has been transparent on the fees he will perceive. What I also like is that James and his team are focused on progress, which means that things get done! Highly recommend them!

James has been my financial advisor for many years. His advice, service and staff are terrific. He provides the most professional and timely advice at all times. I would recommend him ahead of anyone.

James and the team are Amazing. Great financial advice but also great advice in general in all aspects.
James has helped us make some key decisions that we would not have had the confidence to do on our own, couldn't recommend high enough.