Testimonials

Will Bird, Connections Group

Nothing is too much trouble for Cam

Cam has been my wealth advisor for a number of years. He is trustworthy, approachable and always responsive. He allows me the freedom to do what I do best knowing my portfolio, super and estate planning matters are well under control. Nothing is too much trouble for Cam - who goes the extra mile to ensure we are always across what needs attention so there are no surprises. He has in the past provided some great advice and access to some interesting opportunities that have stood the test of time and succeeded across various market cycles. I’d have no hesitation recommending Cam to anyone with a reasonable size portfolio and family complexity.

Eleanor

It's been comforting to have my finances managed by such an honest and reliable advisor

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.

Josie

Peace of mind that I'm on track for retirement

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.

Andrew

My returns have exceeded my expectations

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.

Helen

Cam took the time to listen

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.

Investment ManagementFinancial Planning

Making sure there’s time & money for the more important things.

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Melbourne, VIC 3000

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