We have referred our clients to Geoff for the last 12 months, and have had excellent feedback on the service he provides.
Personally, I have used Geoff for financial planning and find his approach intelligent, well researched and financially rewarding.
I would not hesitate in recommending Geoff as an exceptional financial planner.
York Robertson & Thorne Accountants
Many thanks for your council and guidance with refinancing. It has helped us face our short-comings in money management and will alleviate a lot of stress.
It is a pleasure to work with someone who places the customer’s requirements above brand products, and this we feel you did.
You are an asset to Yellow Brick Road, and I think you definitely follow what I have heard Mark discuss in the media about helping people with finances.
Hi David, I would like to thank you for all your assistance in helping me secure finance for my property. My experience has all been positive and as a first home buyer your assistance made the process so much easier to understand and manage. Your constant updates and prompt responses to ensure everything was on track was faultless, so well done!
I will definitely be recommending your services to my friends and family and look forward to engaging again for any future advice I will need.
It’s been an absolute pleasure working with you and once again, a sincere thanks.
Geoff has looked after my investments for two years now. I have found him to be knowledgeable on investment markets, and he has provided me with well researched and tailored advice. I have always found Geoff to be very personable, and a person of high integrity.
Greg Page, Entertainer, Greg Page Entertainment.
Geoff has a great deal of knowledge on financial markets and how to create wealth for customers of all different portfolio sizes. Geoff has a unique ability to simplify the complexities around superannuation and funds management to suit his customer audience and adds immense value in all areas regarding business and finance.
When it comes to the management of my wealth the two most important things to me are trust, followed by performance. Geoff has all of my trust and his performance is second to none.
Ben Lyons, National Business Development Manager, Prospa