Towards the end of our working life, we realised we were not really prepared for retirement and all that meant. We were advised to seek professional help from a financial adviser and we were introduced to Martin Newnes. Martin assessed our situation and prepared a portfolio which gave us an assured retirement income and low risk security. We have always been confident with his strategies and the way he regularly explained his plans for us.  Martin’s expertise has taken away all our anxieties about future security and allowed us to live a well-balanced and productive lifestyle in confidence. While difficulties were faced through the financial crisis we have survived and survived well and continue to be confident in the way Martin handles our portfolio and trust his personal judgements that ensure this continues.

22/7/21. Carl and Annette, I  just wanted to pass on my appreciation and to thank you both for your time and effort in helping me step into the investment property market.

It was so lovely dealing with you both. You made sure everything ran smoothly and  answered all my questions so thank you.

Hopefully I will have the opportunity to work with you both again.

Josie is a great communicator and answered any questions I had. She explained things thoroughly to me and no question was a “dumb” one. I will definitely utilise her skills again.

I had never purchased or financed a new car before so the whole process was new to me, David was extremely knowledgeable in putting forward multiple options that were most suitable to my finances. He was also extremely diligent in follow up to make sure I had everything I needed or if had any questions. During the financing process of the car, David went over and above what was required to ensure I had the best deal and made it prevalent that he genuinely cares for his clients. I would recommend anyone to David for the transparent client focused service and he is also just a good down to earth bloke.

Josie has been able to assist us in our home loan journey for the past couple of years after being referred to us by a family member.  She is very punctual, follows up information and is always keeping an eye on things to make sure we get the best deal. Her service is exceptional.

I would like to say thank you for taking the best care of me, my loans and my accounts. You are not only one of the nicest ladies I have ever met, you are also the best out there at what you do. Thank you for managing my portfolio of investment properties, for always getting me the most competitive interest rates, and for managing all of my transfers and accounts so that any and all transitions happen as smooth as possible.

I appreciate the high level of professionalism you continue to provide. I have recommended you to many of my family and friends, and everyone who meets you is impressed with how easy you make the transition to better loans.

You are great at what you do, and always make sure your clients best interests are at the front of what you do. Thank you again for working so hard to make my life easier.

Tanya is just a beautiful person who is extremely professional and genuinely wants what is best for her customers. When you deal with Tanya you feel like your dealing a friend.

She always finds an answer to our needs, no matter how challenging. Her product solutions always provide us with something that exceeds what we previously experienced. She knows her stuff.