Dennis has been providing financial advice to me and my mother for several years. His professionalism is impeccable and on many occasions the outcome of his work far exceeded my expectation. There is no doubt in my mind that his advice has contributed immensely to the financial wellbeing of myself and my mother.
Dennis is personable and down to earth. It is quite rare in my long career as a lawyer to come across another professional who displays both excellent professional skills and great humanity, Dennis is such a person.
Paul
Former Deputy Parliamentary Counsel of Northern Territory & Former Law Draftsman of Hong Kong
My wife and I first met Dennis in 2014. We had multiple super funds, a legacy public sector fund and some savings; Dennis was able to sort it out to our benefit and was able to give a lot more certainty to our retirement plans. As Dennis moved/was headhunted in the financial planning world we stayed with him, a recommendation in itself.
He has always taken time to carefully understand our situation and plans and given us well thought out, well explained advice and has always been approachable and respectful. Dennis has helped us to navigate the complexity of Superannuation rules to maximum advantage and given us investment advice we are comfortable with.
We have talked to other planners/advisors, including those recommended by friends, and found Dennis to be the only one who is both competent and unconflicted; we believe him to be highly ethical as well.
We have no hesitation in recommending Dennis for Superannuation and Financial advice.
Franz
Retired Engineer
I have been a client of Dennis for a number of years and feel very comfortable with all advice received. Dennis is very knowledgeable in all aspects of investment, superannuation and retirement strategies. He is very proactive and is always available to answer any questions.
I have and will continue to recommend Dennis’ services to friends and ex staff members.
Wendy
Retiree & Former Public Servant (ex ABC Human Resources)
Dennis has been advising us for several years as we went through many life and work changes. He has made a most valuable and positive impact on our financial affairs ensuring that our retirement income is secure and that our superannuation and investment portfolio will meet our goals.
Dennis is a great pleasure to work with, responds quickly to all our enquiries and discusses our finances clearly, efficiently and comprehensively while making the discussion both interesting and informative. The projections he has made for us have worked well despite many uncertainties in the financial market over the last decade.
We look forward to continuing with him for decades to come.
Peter & Beryl
Retirees
Dennis has been of great help and support in advising me when I retired from the workplace and relocated to another city. He has always been available and generous with his time throughout. Dennis takes the time to explain things which, is a bonus to a novice like myself. I highly recommend him to anyone who requires financial assistance.
Carel
Retiree
I initially approached Dennis for financial advice approximately three years prior to my intending retirement. I found him to be extremely knowledgeable and his attention to detail could not be faulted. His willingness to listen to and understand my personal circumstances enabled him to table a plan which would maximise my retirement income.
Now that I have retired, I continue to use his services as he is able to keep me up to date with the changes to superannuation law and how they will affect me.
I feel very comfortable with the decisions that I’ve made with the recommendations that Dennis has provided.”
Patrick
Former Public Servant
Dennis has provided us with clear advice to suit our situation. Dennis discussed the options available to us in a way we could understand and made it relatively easy to make important decisions. He has provided good follow up service and I wouldn’t hesitate in recommending him to my family and friends.
Rudi & Wendy
Retirees
Our experience with Dennis over the past 5 years has been extremely positive and we do not hesitate in recommending his services to our family and friends. Dennis has helped us prepare for the future in all aspects of our financial planning. Dennis has made sound recommendations for us to obtain power of attorney and guardianship arrangements for later in life.
We have set up testamentary trust and prepared our wills based on his advice, including minimising the tax on any inheritance we may pass on to our children. Dennis has a broad knowledge across all areas of financial planning and tax law. Our experience has been very rewarding in minimising our tax and funding our retirement.”
Edward & Elizabeth
Edward (Retired) and Elizbaeth (Public Servant)
Dennis has provided excellent, personalised advice over a number of years both before and after retirement. We would have no hesitation in recommending him to future clients. .
Margaret & Gary
Retirees
Dennis is a good listener and takes the time to comprehend your situation. He then prepares a plan, taking into account your risk profile which is properly assessed. He then regularly reviews your plan and provided excellent communication about your position and is able to provide accurate and excellent advice about taxation matters and suitable investment options. He is responsive to your own input and respectful in all his interactions.
Cate
Retired Clinical Psychologist
Dennis was a true find when I required a financial planner. He is approachable, extremely knowledgeable and personable. He is able to explain things in terms that can be easily understood. I have total confidence in Dennis and his abilities and cannot recommend him highly enough.
Kerry
HR Manager, soon to be retiree
We are absolutely delighted with your professional services. Your knowledge, experience and genuine interest in achieving the best for us is greatly appreciated. You are truly a great advisor and we are very grateful. We will never hesitate to recommend you as a professional advisor.
Jorge & Roseann
Professionals
Dennis is not only amazing at what he does, he is approachable, listens to what your financial needs are, and we have found his financial advice sound. Because of this we are currently having an excellent retirement – not an average one.
Gail & Chris
Retirees
Dennis provides informed advice and updates, patiently walks me through areas that I don’t understand, responds promptly, and is personable. The outcomes I get match my risk profile with minimum angst.
Jose
Retiree, Former Public Servant
We were introduced to Dennis in 2016 to assist with our retirement planning and we’ve happily been with Dennis ever since. We have been comfortably retired since October 2017 all thanks to the carefully prepared and financially rewarding retirement strategy that Dennis put in place. We continue to meet with Dennis to review and where necessary adjust our financial position which he does so proactively and effectively in our best interest.
Warwick & Louise
Retiree, former engineer / Retiree, former teacher