After going through a really difficult period in my life, it’s been comforting to have my finances managed by such an honest and reliable adviser, as Cam. He was very supportive and responsive to help get my financial affairs in order and my investments well managed which allowed me to focus on getting back on my feet.

I find my adviser Cam honest and reliable. He has helped me to understand my super and investments and to set realistic goals for my portfolio. This has given me peace of mind that I’m on the right track for retirement and I enjoy our regular calls and meetings to review our progress. I feel comfortable with the risks I am taking in the portfolio even given the uncertainty in the world and the strong returns have been an added bonus.

Cam has assisted me with managing my investments for a number of years. My returns have exceeded my expectations using a core portfolio of market linked returns blended with some really interesting wholesale funds.

Cam has worked at a number of the larger private banks and uses this experience in his approach to investment advice and allocating capital. He’s great at explaining things in layman’s terms and is a safe set of hands.

Cam took the time to listen and understand my immediate financial needs and financial goals for the future. He gave me confidence in my ability to transition to retirement and plan for my financial legacy.