For several years, Adrian has provided me with peace of mind and excellent financial planning outcomes thanks to his well-informed and considered advice. Always friendly and easy to deal with, he gives me confidence that my financial goals are on track, especially in relation to retirement planning. I have no hesitation in recommending him as a financial advisor.

Pat

We have been clients of Adrian for over 7 years now. We find his ethical approach to everything very supportive of our needs and provides us great confidence in the work he does for us. We appreciate his in-person meetings greatly. We were pre-retirees and starting to plan over retirement from our business (self-employment) to retirement and couldn’t really see a way forward. Adrian not only provided us confidence in doing that but helped us managed that amount of change.

He assisted us in getting a Disability Pension and Careers allowance that helped us financial as we are not over 67 just yet. He also managed our insurances and helped not only reduce costs when we first met 7 years ago but also transitioned us out of these as we retired. He provided us support in reducing Capital Gains Tax Liabilities on our Business Property.

He set up our personal pensions, from our own funds and continues to ensure they are managed as we approach Centrelink Retirement Age. He has provided advice on our Direct Equity Portfolio and all our investments, and performance has improved under his guidance.

He provides a guiding hand when needed and is always available to us. He has provided much greater value to us then we have paid for. We consider him a friend now and he has started to provide advice to our children when they need it. I would encourage you to use his services.

Dawn & Pagie Kingaroy

Adrian Judd has been our Financial Adviser for eight years. Adrian has provided financial assistance / advice relating to superannuation, pension, investment, retirement planning and Centrelink. Adrian has always been reliable and accommodating with home visits as required. Any questions between visits have been answered promptly with phone or email contact and any problems relating to our finances have been dealt with and solved in a timely manner. Adrian’s honesty with advice has resulted in a trusting relationship. We would definitely recommend Adrian as a Financial Advisor to others requiring financial advice.

Regards Jenny & Ross

Adrian Judd took on the task of been my super adviser about 8 years ago.

In the roll of advising on my super plan, he advised me on changing it to a more productive plan which I did. Which has done so much better for me. He is a master at dealing with any issues that arise.

Adrian talks in plain English, that us common folk can understand.

I get the impression, big or small he treats everyone as an equal.

Absolutely I would recommend Adrian to anyone that needs he sort of advice.

Ken

Adrian Judd has been helping me with my finances for over six years now. His friendly nature and ability to guide me in the right direction is invaluable to me. I also appreciate his regular updates to enable me to keep informed. I would highly recommend his services.

Linda

Adrian, thank you for your researched and detailed advice regarding superannuation (SMSF) and investments over the past eight years; your annual visit and contact with information via email/ telephone has been given in good faith and allows me to adopt your recommendations for sound returns.

I appreciate your response to accountancy requirements (SMSF & Personal) on my behalf. Your interest extends to guiding my family, in the future, when their attention to my affairs is required. Particularly in the present environment, your valued, prompt and credible advice is much appreciated with investments/money management. I would happily recommend your services to family and friends.

Jill

Adrian has been our financial adviser for eight years, in that time we have a very trusting relationship.

Adrian has supported and reassured us with his wealth of knowledge in superannuation, pensions, investments, retirement planning and Centrelink support.

Any complex issues we encounter are explained and made easily understood giving us the confidence to make the correct decision without any regrets.

We also receive regular visits to our home and support via email or telephone if needed in between visits.

Nothing seems too much trouble which gives us peace of mind and the confidence to recommend Adrian’s services to others.

Darryl & Dianne