Client Testimonials

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.