James’ advice was easy to understand, I felt empowered by the knowledge I took away. Thank you James.

James was patient, professional and very easy to understand when providing much needed retirement advice to us. He took the time to truly understand our needs and his advice was clear, easy to understand and free of jargon!

It has always been difficult to find an expert in our defined benefit scheme who could provide easy to understand guidance and advice. James was excellent!

James was excellent, explaining the PSS scheme in terms that I could understand. I was recommended by a colleague to make an appointment with James as he has extensive knowledge and the workings of the PSS scheme. He answered all my questions and gave me all the information so I could understand the best approach and decision to make to move into my retirement years. He opened my eyes on how PSS and superannuation works. I highly recommend James. He has a very kind, personable, and professional manner. Thanks James!

James is very knowledgeable about all things to do with retirement. He explained my superannuation situation and how pensions are calculated and gave great advice about our investment property. Highly recommended.