TESTIMONIALS

 “It’s their broad holistic approach that set them apart from the others”

– Robert and Brenda

 “Their uncomplicated way of doing business, I like that.”

– Mal

“We found that the whole team has been very supportive, very efficient, very helpful and they seem to get results.” 

– Jill

 

“In response to Ken Wicks winning Proprietor of the Year and Rise Wealth QLD winning Platinum Award for 2017 “We know you guys are the best. Taken a while for the others to realise. Well done!”

 

 

 

– John and Lyn Griffiths

 

“In response to Ken Wicks winning Proprietor of the Year and Rise Wealth QLD winning Platinum Award 2017 “Congratulations to all concerned. It’s good to know we are being looked after by a recognised team of professionals.” 

 

 

 

– Greg McGrath

 

“Ken, we wanted to say a big thanks to you and Tara for coming to lunch for our recent review meeting. We really appreciate the wonderful service we receive, it makes us feel very special. Also a sincere congratulations on receiving the illustrious Platinum award, no doubt in our minds that it was well deserved.”

 

 

– Robert and Debbie McLaren

“You look after me so wonderfully and helped me through some stressful periods of my life with your financial guidance that takes into account my personal life needs at each season.” 

– Jennie Bell

“Your commitment to us is obvious in the cheerful way you patiently deal with our queries, which increases our confidence in the integrity of our advisors. God bless and continue to prosper this much-valued service you give to us. May you go from strength to strength!”

– Bev Taylor

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We know it can be difficult to find a financial planner you trust, which is why we are proud that our clients recommend us so highly!

Check out our Client testimonials page by clicking HERE to see what some of our existing clients have to say!