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Client Testimonials

  • We’ve known Trevor Boyle for approximately 3 years and in that time he has made a world of difference to our financial planning.

    Trevor is an extremely personable person and puts his clients first in all his endeavours. We have developed a friendship over the few years we have known Trevor and trust him implicitly to take care of our financial planning.

    Trevor’s able to explain the world of finance in plain English and his service consistently goes beyond what’s expected. For example Trevor recently attended an interview with us at Centrelink to address our Age Pension concerns – this I believe is outside the service scope of a financial planner, but Trevor chose to help us and made sure we understood. For this we are extremely grateful.

    Jim Garlinge & Renate Moles

  • Gwenda and I cannot thank you enough for your advice and guidance over the past 3 years or so. One thing lacking in business these days is the personal approach and the feeling that someone does care, this cannot be said of you. Your frankness, professional approach and genuine care, along with sound advice, will take you and your company a long way.

    Your advice has given us a lot more confidence for our retirement years. We are more than willing to recommend you to any potential clients.

    Many thanks.

    Ernie and Gwenda White