Chris Couldrey & Peter Carroll, Jan 2015
We approached Hillross Zenith as we had found ourselves in a financially critical position, so close to Retirement, after having been badly let down by an adviser of a large financial planning company.
We approached Hillross Zenith because we had noticed an article in our local paper by Simon Boylan of Hillross Zenith alerting future retirees to important upcoming Centrelink changes. That struck us as being quite proactive. Exactly the attribute we were hoping to find in a Financial Planner.
Simon Boylan of Hillross Zenith helped us by making us aware of how much we could actually achieve in Retirement, as opposed to our previous way of thinking, being how much we would have to limit our lifestyle in Retirement.
Simon thinks outside the square! He made it possible for us to consider replacing our present car and even taking a holiday in Europe in the foreseeable future. Goals we had previously thought unattainable.
The result is that after only a short time with Hillross Zenith and now having retired, we feel completely secure knowing Simon is taking care of our finances and we are well on our way to achieving our financial goals leading to a comfortable retirement.
We wouldn't hesitate to recommend Simon Boylan and the entire Hillross Zenith team to anyone who may be searching for a dynamic, knowledgeable, easy to deal with and professional Financial Services organisation.
Garry, Oct 2015
We will be forever grateful for Simon's expertise, knowledge and management of a complex financial situation regarding my mother. He was very caring and removed the stress of this situation from us completely. Our experience was very positive.
Sandra, Jul 2015
We have been with Simon for over 15 years and have always been happy with the advice he provides I would not hesitate to recommend Simon to anyone wanting financial or retirement advice. Simon and his staff are always ready to assist with any enquiry we should make, always calling back promptly with the information requested.
John, Apr 2015
During the many years my wife and I have had Simon Boylan as our financial adviser we have always found him to be professional, knowledgeable, honest, reliable and generous.
Marilyn, Mar 2015
Simon was extremely helpful and I found his guidance in regard to my mother's financial affairs invaluable. Simon also recommended the best Aged Care facility and how to invest her money. I was very happy with Simon's advice and will visit him again for my own financial circumstances.
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.