Client Testimonials

Alex has been our advisor for nearly 10 years and over that time we have seem him on a regular basis to review our superannuation and prepare us for retirement. He has given us advice on salary sacrifice and suggested we use a transition to retirement strategy, both of which reduced our tax and increased our super significantly, even with the GFC. Now we are looking to retire in the near future and we are confident we have enough savings to enjoy the retirement we want.

 

Bob & Kerry Jess

 

I have known Alex McKenzie since he was a young boy.

 

The time arrived when I was in need of financial advice and rang Alex.

 

A short time after an initial meeting with my husband and me, Alex presented us with an excellent financial plan.  The future no longer looked bleak.

 

As close as a phone call he keeps us in the loop and reassures us when we need it.

 

Now we know where we are with our financial future.

 

Thank you Alex for your attention to detail and on going advice.

 

Dianne Egan