What people are saying
I wanted to send this letter to thank you personally and as a means of recommendation of your professional services to potential future clients.
Over the last 5 years you have provided me with excellent financial advice and service on a wide range of personal and corporate finances including insurance, income protection, investments, mortgages and estate planning / wills.
Your availability to me as your client has been outstanding. Your communication to my wife and I easily understood, avoiding jargon. We have always felt that you have had our best interests at heart after seeking to understand our particular financial situation and future plans.
You have interfaced with my accountant seamlessly to advocate on my behalf and this has been invaluable. I know my accountant has appreciated your advice and expertise in managing my portfolio.
Over the last 5 years we have built not only a professional but a personal relationship. Being able to honestly discuss some of the most sensitive financial issues in life with a confident with insight and expertise has been invaluable to me.
I wish you every success in the future and look forward to our ongoing relationship. I will continue to highly recommend your services to friends and colleagues.
Dr. Karl and Joanne Logan