Client Testimonials

After 20 years or so, the proof of the pudding is in the eating!! We are having a great pudding feast.

Joan & Rock – Benowa

I have been very impressed with the work of Matthew. He is very precise and gives great attention to detail. Very importantly, he explains the financial matters in a way which is readily understood..

Michael M. – Epping

We have been working with Trent for our financial planning needs since mid 2014.

In that time we have significantly reduced our home loan, been able to go on a trip to the US, purchased a New Vehicle and are looking at doing some renovations. The great part about the strategy he developed for us is that he didn’t tell us we had to cut our spending, instead use what we have to create additional income, reduce our home loan much faster, reduce our tax and live the lifestyle we want to live.

Reg & Jo W. – Wee Waa

I feel confident that Steph is informing us to make good financial decisions and she has our best interests in mind.

Kirsten P – Paradise Point

You have helped to improve our financial position in our first 12 months and exceeded our expectations. If you can help us like this I can only imagine what you can do for other people. You certainly know your stuff.

Alan and Michelle J, Mudgeeraba

Thanks for another great year, Ian! We couldn’t have done it without your support.

Melody H – Southport

Working with Mitchell has been a breeze. He explained everything to me in terms I could understand and really took the time to understand my goals.

Carla P – Miami

We’re now 10 years ahead of where we thought we’d be financially, all thanks to Melinda’s advice and assistance.

Gary and Brenda, Narrabri

Charlotte has been very attentive to our plan. She is always a joy to speak with.

Beryl J, Brisbane

Chris has helped me build a plan for my future and explained everything in terms I can understand.

Martin S, Echuca

Thanks to Nic’s advice and guidance, we were able to visit Greece and Japan – in the same year. We never thought that would be possible.

Janice D, North Lakes

Michael’s caring approach to our situation has definitely helped turn our financial situation around.

Steph F, Southport

Matt has been our adviser for more than five years. When our friends ask us how we’re so comfortable, we give them Matt’s number.

Jenny and Quentin E, Caboolture

Colin’s advice has been a godsend. We tell everyone about him and the great work that HM have done for us.

Kelly and Nic G, Forest Lake

We started our plan with Simone in 2006. And now we’re getting ready to retire – 10 years ahead of when we thought we would.

Steve and Shirley B, Mermaid Waters

Knowledge really is power. We’re actually going to retire 10 years ahead of most of our friends.

Donna and Pete