Since meeting with Elliot 4 years ago in 2007, we have developed a strong ongoing relationship that has allowed us to work through life’s challenges together. Elliot has helped us through many things including the Global Financial Crisis and significant changes in our personal circumstances.
Together we have accomplished many things, including consolidation of our superannuation funds, establishment of an investment portfolio, reduction in the amount of tax we pay, Improvement in cash flow management, implementation of a wealth protection plan, adjustment of our plan to reflect personal changes in particular, our marriage.
Elliot is very committed and passionate to his job.
One of the things we value the most is the regular contact and accessibility of Elliot – whenever we need anything he is always available to speak with us. We find it very easy to talk to him and he understands what we need and he knows where we want to head.
He has given us the peace of mind knowing that our financial future is secure.