“Jonathan is a massive help to myself and my husband. Retired, we needed to fix our super fund and
needed help with our pension he have us great advice and if we need any help to clear any problems we
don’t understand, he takes time to explain them clearly to us.”

- Carmen

“The flexibility in organising appointments to suit me, Friendliness of Brendan and personal interest he
has demonstrated and frequency of communication is of high value. I feel confident that Brendan has
my best interest at heart.”

- Maria

“Anthony deals with us in a professional and timely manner. He has a vast knowledge of Centrelink,
banking, shares, and many other investments. A straightforward talker at everyone’s level and a
knowledge of the tax”

- Anthony

“Jonathan has been very helpful in all aspects in financial advice. He always uses language that is easy to
understand. He is available when ever I have any questions to help answer and understand that I need
to do next. I am very happy to recommend Jonathan to anyone that asks.”

- Ruth

“Professional friendly advice without the financial jargon, that are easy to understand. The only way
Brendan could be any better is to come round in the morning and make the coffee!”

- Greg

“My Planner, Anthony to me is very efficient and knowledgeable on planning and Centrelink matters.
He is always contactable or if unavailable contacts ASAP. The office staff are polite and helpful. To date I
have not been able to find any weaknesses and am very happy with the level of service ”

- Gary

“Gave clean explanations in plain language that was easy to understand. Didn’t push and answered all
our questions.”

- Wendy

“I have been with Brendan for over 10 years. I have found him and his team to be most helpful in all
forms of our finances. Brendan is very knowledgeable and always there to help.”

- John

“I’m being guided by Anthony O’Hara, who is a wealth of knowledge and I feel has my best intentions
at heart. I’m retired and have no understanding of how money works, so I have put my trust in Anthony
and have not been let down. Peace of mind, one less thing to worry about.”

- Keith