The company’s client base crosses the spectrum of client and financial scenarios:
- From clients in their 20’s starting to save to those in their 90’s moving into a nursing home.
- From clients starting a new career and wanting to sort out their insurance and super arrangements to those planning their retirement.
- From clients with social security issues to clients with significant tax planning opportunities.
- From family groups to divorcees and widows.
Here are some testimonials as to the quality of the company’s work.
I was able to trust Kevin to help me simplify and sort through my complex financial situation following my husband’s death. He continues to calmly and efficiently look after my tax, investment and superannuation affairs, and he proactively identifies and deals with issues.”
— Ann, Melbourne.
I utilise and often recommend Kevin Smith because of his superior technical knowledge, integrity and independence. Unlike many Financial Planners he provides a fee based service avoiding potential distortion that can come from selling commission based products. He always acts in his clients best interests.”
— John, Sydney.
Kevin is an absolute professional in all he does, a man of the highest integrity, extremely intelligent and very approachable. I have no hesitation recommending him to others.
— Samantha, Sydney
If you have a testimony about Kevin you’d like to share please contact us!