Testimonials

Terry (Chelmer)

I just wanted to say how impressed I am with your level of professionalism. We feel at ease with you and you are happy to answer our questions without being intimidating. Whilst we are professional at what we do  we need people like yourself to guide us forward with your knowledge in the areas we lack. I've been dissapointed with with a lot of service providers in recent times, it's comforting to know that there are still professionals out there that can deliver.

Thank you for a most professional delivery of service.

Vyv and Keryn (Redland Bay)

Throughout our time with them both my wife and I have formed a great relationship with anyone we have had to contact and we feel we would be struggling a great deal if it wasn’t for their knowledge and help.

Anthony and Kelly (Wakerley)

We were first referred to Boyd in 2008 through a colleague at Anthony’s work. At that time, we felt we were doing a pretty good job of managing our finances ourselves, but we wanted to ensure that we were making the most of opportunities – and also planning for our future.

Over the past six years, Boyd has proven to be more than just a financial advisor. Following plans developed collaboratively, he has been able to ensure that our current goals – both financial and lifestyle – have all been achieved. Conversations with Boyd often lead to “big” thinking about family, career and the like. He always takes the time to “check in” and has always shown genuine interest in our lives and wellbeing. Boyd is someone whose advice we value highly, particularly when planning and considering those “big” purchases.

Boyd clearly understands that things don’t always go to plan and that both circumstances and people’s ideas and opinions can change. At no time have we ever felt “locked in” – Boyd ensures there is flexibility in all our planning. He is particularly responsive to our own opinions and does a great job guiding us. Boyd always makes himself available when we need – even if he is on holidays!

From the very beginning and to today, we have felt that Boyd is working with us. He is as much a financial advisor as he is a partner in our goals, and a friend. While we know we still have some time before all our goals are achieved, we have every confidence that, with thanks to Boyd, we will be able to achieve them. 

Mal and Kym (Highvale)

Our financial plan has achieved all of the goals we initially set and more, while taking the worry out of investing. We can see now that after only a few years we have cleared our home mortgage (years ahead of when we would have by ourselves) and are well on the way to achieving the next milestone on the path to financial independence.

We have found Boyd to be an open, honest adviser who explains all our options and gives us his considered opinion regarding questions we ask him. He ultimately leaves the final decision to us which we enjoy as we feel educated and informed about our options.

I just wanted to say how impressed I am with your level of professionalism. We feel at ease with you and you are happy to answer our questions without being intimidating. Whilst...
Terry (Chelmer) read more
Throughout our time with them both my wife and I have formed a great relationship with anyone we have had to contact and we feel we would be struggling a great deal if it wasn’t for...
Vyv and Keryn (Redland Bay) read more
We were first referred to Boyd in 2008 through a colleague at Anthony’s work. At that time, we felt we were doing a pretty good job of managing our finances ourselves, but we wanted to...
Anthony and Kelly (Wakerley) read more
Our financial plan has achieved all of the goals we initially set and more, while taking the worry out of investing. We can see now that after only a few years we have cleared our home...
Mal and Kym (Highvale) read more