“Gary has the ability to tailor the management of a fund to our needs. He has taken us from our era in a successful business to our retirement. He managed my husband’s requirements after being admitted into dementia aged care, and my retirement and life as his carer. I have complete trust in his expertise and appreciate his caring disposition. I would add that Gary is now looking after the next generation of our family.”

“Gary has advised me for 14 years while he has been with three different companies. During this time, he has consistently and continually provided professional and personable service. He takes a great deal of care and trouble to understand my needs and what I want and will need in the future. He communicates in clear plain English, when others in the same or a similar profession often insist on legalise or financial speak.

I feel assured of positive and consistent market returns while at the same time feeling protected. As he now also advises three others in my family his loyalty and trust have been tested. I can attest to his discretion -­ a rare and valued quality. He’s approachable, even with the simplest of questions, and I like that he most often ends a call with ‘Is there anything else I can do for you?’ ”

“Gary has looked after our retirement finances for the last 20 years and has advised differing strategies with every change in our situation, for which we are extremely satisfied.”