In this day and age, we rarely visit a new restaurant or engage a tradesman without checking online for other peoples opinions on quality, service and value. Finding a great financial adviser is no different, in fact, current client opinions are an essential step to review when finding a professional to trust with your hard earned money. We have supplied some nice testimonials in the space below, but if you really want an unfiltered honest opinion, we recommend you take the time to speak to some of our current clients who will tell you what their experience has been. Let us know if you would like to be connected to a current client.
“Tony has been my Financial Adviser for many years. I value the personal approach he has taken in providing me strategy, advice and guidance in helping me achieve my goals."
Roger B - Medical Practitioner Kiama
“Tony Wray has been our friend and adviser for over 20 years and has always given us an honest answer to all our questions and been able to assist us through the transition from working in our own business to a retirement strategy that makes sense? We would recommend anyone going through this to speak with Tony.
Robyn & Gerry F - Retirees Gold Coast
'I was referred to Tony some 10 years ago by another financial adviser in Adelaide. Tony had a clear grasp of my goals and was able to develop a strategy using a Self-Managed Super Fund. The strategy was one I could easily understand and is taking me towards my end goal of a comfortable and stress free retirement'
Simon C - Adelaide
“I first met Tony 20 years ago who was then providing advice on superannuation and other finance matters to the company I was then employed by. Tony has provided me with the financial guidance and alleviated the stress around managing my financial affairs. I believe I am certainly in a better financial position than I thought I would since engaging Tony’s services. I’d have no trouble recommending his services to anyone, either on an individual basis, or as an adviser on corporate matters."
David M - Retired Finance Director, Balmain