"Brian has considerable experience and the resources of Shadforth to enable us the greatest opportunity of achieving our goals. We value Brian’s focus and ability to achieve results that more often than not mirror our objectives. We also value him presenting advice in laymans terms — it creates clarity and comfort in our financial direction."
Ric and Barbara Barrett Mooloolaba, Queensland
"Whenever we contact Brian, we always get a prompt and well considered response. Brian manages our financial portfolio with precision and the appropriate risk level, to ensure we’re on the path to achieving our hopes and dreams in retirement."
Michael and Sandra Handfield Carseldine, Queensland
"Brian’s abilities to manage my financial affairs have always been second to none. I believe it’s the way he listens and relates to me as a person that greatly contributes to my positive financial position. Brian has become more than just my trusted adviser — he’s also my friend."
Margaret Rich Taringa, Queensland Drew Douglas, Private Client Adviser (Brisbane, Queensland) "Drew provides me with excellent advice that makes my life much easier. I appreciate his honesty and the personal manner in which he communicates issues. He has managed my financial affairs through my life changes so that I can enjoy and focus on what's important to me."
Dr Michael O’Rourke Hendra, Queensland
"Drew has been the steady hand guiding our financial affairs for the past decade. He is honest, professional, and always available when needed. Drew's thorough understanding of our financial position and goals means that he can always be relied upon to give sound, timely and well-researched advice."
Dr Andrew Hallam and Ms Christine Bongers Newmarket, Queensland Cameron Wenck, Private Client Adviser (Brisbane, Queensland) "Being a widow for the past nine years, Cam has helped me to provide income and to set up trusts in order to minimise my tax position. He keeps me involved with all my investments and share portfolios, so that I fully understand their benefits. Thank goodness Cam showed my late husband the need for life insurance and income protection, as my husband died suddenly at aged 41 years.
My regular reviews, efficient communication and solutions to my financial position are some of the reasons I value the advice and service provided by Cam and Chris Heyn. Cam and Chris are honest and always looking to simplify my part of the process, which allows me to get on with my life. Thanks Cam and Chris!"
Jo-Anne Barrett Teneriffe, Brisbane Daniel White, Private Client Adviser (Brisbane, Queensland) "Daniel provides a complete package for our financial future. We are treated as an individual client with our own special requirements. Daniel has a genuine interest in us and doesn’t just tell us what makes us happy — we discuss issues and come to mutual agreement to move forward. We have always received good advice and have complete trust and faith in him." Raymond and Marjorie Perkins Wynnum, Brisbane