Protect & Grow Your Family Wealth
Cathy and I had been looking for a quality Financial Adviser for some time in 2015/2016 after our investment portfolios were drifting sideways following the post GFC uptick. We were looking for someone who was very thorough in their research and honest in their analysis.
Ron perfectly matched our criteria, investment style and personal values. As a result, we have entrusted him to manage our investment portfolios - superannuation, personal and business. His diligence and financial knowledge combined with his friendly manner have made our journey both a profitable and pleasurable one. Our portfolios have seen steady strong improvement ever since we joined forces with Ron. We regard him as a highly trusted colleague.