I made the decision to employ the services of a financial planner about three years ago, after fumbling my way way through the emotional roller coaster of investing and getting nowhere fast. Even though I work in the financial advice industry, I had always thought about outsourcing my financial planning needs but kept procrastinating until a good friend whom I trust recommended that I chat to John.

From the first meeting I was impressed with not only what he had to say, but also the questions he asked and the time he took to really listen to my answers.

John has since helped me build a plan towards true financial independence, and my only regret is not employing his services sooner. He is professional, sincere, trustworthy and extremely competent which are exactly the qualities I was looking for in a trusted advisor.

I wholeheartedly recommend John and his business to any person looking for ongoing, quality independent financial advice which is tailored to your needs and goals and is delivered in a professional, common sense approach.

John Duncan has been our Financial Planner for several years now and in that time has provided us with sound advice tailored to our circumstances. We have always found him to be a good listener with an excellent technical knowledge which he clearly communicates. John has always taken time to answer any questions that we have had and has been proactive in sharing suggestions or ideas that may benefit our family.

As someone who works in the Financial Services industry, I understand the importance of getting independent advice from an experienced and trusted source. The best endorsement would be that I have happily referred my family and friends to John and have no hesitation in recommending him to anyone who is serious about getting expert financial advice to meet their future goals.

John’s conduct is always of the highest professional standards and his integrity is undoubted.