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What our Clients have said
John O’Grady, CFA
CEO Rankin Associates
I cannot recommend talking to Broker highly enough about planning for your life goals. The process involves a thorough examination of your finances which allows them discuss the art of the possible for the future.
Broker’s service is excellent, I am very satisfied that I received the best advice. They takes the stress out of financial planning and assurance shopping by providing independent, honest, competitive quotes in a clear manner.
Jeffrey Ross, CFA
CEO and Strategic Allocation
Broker is professional, friendly, efficient, pay attention to detail and is always there to assist me. I have full confidence in Broker and have recommended them on numerous occasions to clients and business partners.
I have used the services of Broker Financial Planning on a number of occasions and found them to be trustworthy and knowledgeable in all financial matters including investments, savings and insurance.
MD of Perkins Associates
Broker did a risk assessment of potential future needs and how we could plan for those eventualities. They bring a wealth of knowledge as well as a personal touch so often missing from the larger institutions.
CEO Jones & Co.
We are delighted with where our finances are to date and would recommend Broker to anyone seeking financial planning. They are a pleasure to deal with, and above all will provide you with a tailor made solution.