I started my financial advice journey with John some years ago, and I was new to Australia then. I was really looking for a professional who has the experience and knowledge and personality to bridge my family wealth management needs between Australia and Asian regions. So far I have been very fortunate and confident to work with John for my holistic strategies of our family wealth localisation.

John is excellent to work with. He is very personable, very experienced professional adviser who understands our real needs and goals, and provides great advice on our Family Protection, Tax Effective Investment, Family Trust and SMSF strategies. He revived and acquired our full confidence with financial advice after he took us aboard from 2008. Love the long term trusted relationship with John. Great to work with John!

John is a professional adviser and he follows through very well with his excellent services. John has proven to be extremely competent and has offered me and my family very helpful advice. We are very happy to have him as our financial adviser. Also we have always been happy with the way John handles our affairs – he has our interest at heart and will do extra work to see that we have the best option. No hesitation in recommending him.

I am fortunate that John is my Financial Adviser as he has always listened to my comments and regarded my financial needs with honesty and integrity. He takes an interest in his clients and meetings are conducted more on a friendship basis than on an Adviser-Client basis, which creates better results for everybody. I would without hesitation recommend John to anyone looking for a financial adviser. He is very knowledgeable and approachable.