K&L Williamson

K&L Williamson

Lorna and I have been clients of Whittaker Macnaught for almost 20 years, and Giles has been our financial adviser for the last three years. During that time he has developed a sound core-satellite plan for our future as we transition to retirement. He has made major changes to our portfolio consistent with this plan, and we are confident our financial future is secure. Giles doesn't just review our portfolio once a year—he looks after all our financial affairs on a daily basis through his Ongoing Service Plan. This means we can relax and not have to worry too much about financial things. His fees are competitive and we feel as though we are getting our money's worth. I contact him by email at least once a week with queries regarding our portfolios and other financial matters, and he always answers promptly, which is essential when there are tight timelines. And he always provides a very comprehensive answer. Even if he doesn't know the answer he makes it his business to find out as soon as possible. Giles' advice has extended far beyond the scope of many other financial advisers. When we wanted to review our will, he suggested a suitable solicitor, and worked with us and the solicitor during this process. He has also liaised closely with our accountant, and this link has been invaluable. He has also provided good advice as we look forward to our retirement years. In fact Giles is more than a financial adviser—he's a friend with whom we can discuss the up and downs of life. We admire the way in which Giles has moved confidently from Whittaker Macnaught to his new business, and I'm sure we will find solace in this in the future.
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2018-08-16T16:35:04+10:00
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