Pictured above Ben Devenish (West Perth, Western Australia) Ben Devenish (Private Client Adviser) "During the many years that my wife and I have been dealing with Ben and his team, we’ve found them to be friendly and highly attentive towards our investments, superannuation and our savings plan. They’re always abreast of what’s happening in the market and know how best to support our needs now and into the future. When there’s relevant market changes, Ben is always in touch."
Tony Hurley Melville, Perth "Ben brings balance and discipline to our investment portfolio. Ben responds constructively to our concerns and any anxiety we have around market volatility and changes. In all our dealings, Wendy and I have found Ben professional, confident and gracious."
Robert and Wendy Given Mt Pleasant, Perth Patrick Carden (Private Client Adviser) "Patrick is meticulous in his planning and provides clearly detailed data not only on our present financial circumstances, but also on the projected management of our finances. His attention to detail and awareness of current markets and financial situations is always obvious and enables him to provide us with very clear advice and guidelines. Patrick displays a genuine concern for the well-being of our financial future — his interpersonal skills can only be commended."
Martin and Janice Brandreth City Beach, Perth David Rose (Private Client Adviser) "David’s in-depth knowledge of superannuation has resulted in approx $35,000 of tax savings and increased super for my retirement. David and his colleague Anne Forrester have always been readily available to discuss any concerns, which has always left me feeling confident and secure in their expertise."
Annette Marwick Scarborough Western Australia
"We have complete trust that our financial planning is in safe hands with David. He brings ease of comprehending our objectives and planning for the future with the recent innovation of screen projections to provide immediate answers to our life."
Norm and Felicity Harvey Claremont, Western Australia "David provides me with advice on how best to invest my funds to provide peace of mind for the long-term future of my investments. I always feel confident that my funds are well managed. David is very understanding and he listens to any perceived problems that I may come up with. Both David and his colleague, Anne Forrester are always friendly and prepared to spend the time explaining things I don’t quite understand."
Graham Freeth Bedfordale, Perth