Trevor & Vicki, Beaconsfield

Trevor & Vicki, Beaconsfield

“Kevin was recommended to us by our accountant five years ago and we have been working with him ever since to manage our finances.  During that time, we have begun planning for retirement and established a Self-Managed Superannuation Fund. Kevin’s advice and support in these two vital areas has been invaluable.  We feel very comfortable with Kevin and are able to ask him any questions knowing he will give us clear and easy to understand explanations and guidance.

He is always willing to give us as much time as we need to discuss our queries and concerns. Kevin is a good listener and does an excellent job of walking the tightrope between a couple with somewhat different investment profiles. During the two years our SMSF has been running we have enjoyed watching our planning bear fruit.  We now feel much more in control of our future and safe in the knowledge that we are being counselled by an experienced and prudent advisor.”
Trevor & Vicki, Beaconsfield