I was approaching 55 years of age and I was aware I would be eligible for transition to retirement. It has been great working with Damien; he understood my current financial situation, where I want to be in retirement and how to achieve this. He is always accessible with any question you may have. I feel confident that I am on the right track preparing financially for retirement.
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Before working with Damien, my financial situation was a mess without any direction. It has been a pleasure working with Damien as we felt him to be honest, sometimes brutally so, but always with our best interests at heart. Damien has now made me feel at peace. He has always done his best as though it was his income, can’t ask for more than that. I would highly recommend Damien because before answers are given there is always a lot of thought covered by facts. He is just a nice guy and welcome at any time.
Before working with Damien, my financial situation was a mess without any direction. It has been a pleasure working with Damien as we felt him to be honest, sometimes brutally so, but always with our best interests at heart. Damien has now made me feel at peace. He has always done his best as though it was his income, can’t ask for more than that. I would highly recommend Damien because before answers are given there is always a lot of thought covered by facts. He is just a nice guy and welcome at any time.
I was approaching 55 years of age and I was aware I would be eligible for transition to retirement. It has been great working with Damien; he understood my current financial situation, where I want to be in retirement and how to achieve this. He is always accessible with any question you may have. I feel confident that I am on the right track preparing financially for retirement.
I was approaching 55 years of age and I was aware I would be eligible for transition to retirement. It has been great working with Damien; he understood my current financial situation, where I want to be in retirement and how to achieve this. He is always accessible with any question you may have. I feel confident that I am on the right track preparing financially for retirement.
Before working with Damien, I was worried about my financial situation but did not know what to do. I was recommended by a trustworthy source to contact Damien, as I needed help in making the right decisions regarding Super to minimise tax and paying off debt. Damien is lovely and very professional in his job. He explains very clearly and provided useful material which helped me to understand. Firstly, I have never tried working out a budget. With his help I have a budget worksheet and now know exactly where I stand with my finances. I am happy with the decisions I made and looking forward to my retirement. I am pleased with the setup of my new situation and Damien even helped me register to get online access to my investments. I would like to thank Damien for his help and support and will recommend him anytime the opportunity arises.
Before working with Damien, I was worried about my financial situation but did not know what to do. I was recommended by a trustworthy source to contact Damien, as I needed help in making the right decisions regarding Super to minimise tax and paying off debt. Damien is lovely and very professional in his job. He explains very clearly and provided useful material which helped me to understand. Firstly, I have never tried working out a budget. With his help I have a budget worksheet and now know exactly where I stand with my finances. I am happy with the decisions I made and looking forward to my retirement. I am pleased with the setup of my new situation and Damien even helped me register to get online access to my investments. I would like to thank Damien for his help and support and will recommend him anytime the opportunity arises.
My financial situation was completely unstructured until the day I walked into the bank to start my journey of financial stability. It was my very good fortune that Damien was on duty, and ease of mind has been mine since that day. Out of disorder has come complete confidence and substantial financial growth because of Damien’s personal attention, diligence, thorough knowledge and pleasant disposition. I have no hesitation in strongly recommending Damien to anyone.
My financial situation was completely unstructured until the day I walked into the bank to start my journey of financial stability. It was my very good fortune that Damien was on duty, and ease of mind has been mine since that day. Out of disorder has come complete confidence and substantial financial growth because of Damien’s personal attention, diligence, thorough knowledge and pleasant disposition. I have no hesitation in strongly recommending Damien to anyone.
In Approximately 2004, having just sold a property and having the money sitting in low interest bank account with one of the major banks, my wife and I decided to see a financial adviser there who worked on the premises (Damien Burns). After talking to him we went along with his advice as it gave us confidence in what he told us. In the 10 years or so we have worked with Damien, we have increased our interest earnings considerably even through the troubled 2008 GFC he prevented us from hitting the “Panic Button” and we got through with minimum losses, and have now slowly built up a healthy nest egg as we are now retired, we have peace of mind with a regular income from our investment. Damien is very proactive, if things need doing he contacts us, and we have regular meetings to discuss our finances, that gives us peace of mind. We have trust in his advice and recommendations and feel other could benefit. We have had 10 years of what we feel is good advice, and can highly recommend Damien to anyone who needs financial advice.
In Approximately 2004, having just sold a property and having the money sitting in low interest bank account with one of the major banks, my wife and I decided to see a financial adviser there who worked on the premises (Damien Burns). After talking to him we went along with his advice as it gave us confidence in what he told us. In the 10 years or so we have worked with Damien, we have increased our interest earnings considerably even through the troubled 2008 GFC he prevented us from hitting the “Panic Button” and we got through with minimum losses, and have now slowly built up a healthy nest egg as we are now retired, we have peace of mind with a regular income from our investment. Damien is very proactive, if things need doing he contacts us, and we have regular meetings to discuss our finances, that gives us peace of mind. We have trust in his advice and recommendations and feel other could benefit. We have had 10 years of what we feel is good advice, and can highly recommend Damien to anyone who needs financial advice.
Before working with Damien, my financial situation was a mess without any direction. It has been a pleasure working with Damien as we felt him to be honest, sometimes brutally so, but always with our best interests at heart. Damien has now made me feel at peace. He has always done his best as though it was his income, can’t ask for more than that. I would highly recommend Damien because before answers are given there is always a lot of thought covered by facts. He is just a nice guy and welcome at any time.
Before working with Damien, my financial situation was a mess without any direction. It has been a pleasure working with Damien as we felt him to be honest, sometimes brutally so, but always with our best interests at heart. Damien has now made me feel at peace. He has always done his best as though it was his income, can’t ask for more than that. I would highly recommend Damien because before answers are given there is always a lot of thought covered by facts. He is just a nice guy and welcome at any time.
Before we met Damien we were both working and managed our finances ourselves. When we decided to move from the city to the country, our situation became a bit more complicated so we contacted our bank for financial advice. Damien was our first contact. He took the time to get to know us, a genuine interest. He tailored a financial plan to suit our needs and we are still very happy with the ongoing advice we receive. Damien seems to keep a lookout for market changes rather than just settle on one scheme. Open to options and listens to the client. Doesn’t just tell us what is best for us. We have no hesitation in recommending Damien.
Before we met Damien we were both working and managed our finances ourselves. When we decided to move from the city to the country, our situation became a bit more complicated so we contacted our bank for financial advice. Damien was our first contact. He took the time to get to know us, a genuine interest. He tailored a financial plan to suit our needs and we are still very happy with the ongoing advice we receive. Damien seems to keep a lookout for market changes rather than just settle on one scheme. Open to options and listens to the client. Doesn’t just tell us what is best for us. We have no hesitation in recommending Damien.
My late husband was near to retirement and we were in need of some long-term advice and management of our finances. Our bank introduced us to Damien. Working with Damien is a pleasure. He has managed our financial affairs for 11 years and we have always found him to be kind, genuine, trustworthy, efficient and always contactable. Damien was a great help to me after my husband passed away, helping me with all the relevant paperwork, advice and management of my new financial situation. I feel happy and confident that Damien will continue to advise and manage my financial affairs as he has done in the past. I have no hesitation in recommending Damien based on the excellent service and advice over the past 11 years.
My late husband was near to retirement and we were in need of some long-term advice and management of our finances. Our bank introduced us to Damien. Working with Damien is a pleasure. He has managed our financial affairs for 11 years and we have always found him to be kind, genuine, trustworthy, efficient and always contactable. Damien was a great help to me after my husband passed away, helping me with all the relevant paperwork, advice and management of my new financial situation. I feel happy and confident that Damien will continue to advise and manage my financial affairs as he has done in the past. I have no hesitation in recommending Damien based on the excellent service and advice over the past 11 years.
Prior to working with Damien I had just set up a superannuation portfolio with the bank. Mr Burns was assigned to me as a result of staffing changes within the bank; I therefore had no choice in his initial appointment as my financial advisor. Working with Damien has and continues to be open and honest. Mr Burns is very client focused, providing all relevant information and guidance in structuring ones financial short and long term plans and objectives. I am very happy working with Damien as is very thorough in his provision of information. He is a person with a high degree of integrity and esteem. He is not interested in pushing his employers’ products for financial gain. I would not hesitate in recommending Damien.
Prior to working with Damien I had just set up a superannuation portfolio with the bank. Mr Burns was assigned to me as a result of staffing changes within the bank; I therefore had no choice in his initial appointment as my financial advisor. Working with Damien has and continues to be open and honest. Mr Burns is very client focused, providing all relevant information and guidance in structuring ones financial short and long term plans and objectives. I am very happy working with Damien as is very thorough in his provision of information. He is a person with a high degree of integrity and esteem. He is not interested in pushing his employers’ products for financial gain. I would not hesitate in recommending Damien.
Before working with Damien, our financial situation was steadyin gainful employment, however our bank savings were the only finances we had and were fairly stagnant with the small interest rate provided. After various considerations we decided a financial adviser would enable us to invest our savings to enhance/improve our financial situation for our retirement. Damien was recommended and we have been with Damien for a decade now. Damien is a wonderful and sincere person, easy to work with and absolutely committed to his role as a financial adviser/planner. When the Global Financial Crises problem caused absolute panic among investors, Damien’s advice was to stay calm and ride out the storm despite the expected loss at the time. We did follow his advice and have recovered very strongly and steadily. We feel very confident and satisfied that Damien has our interests and financial well being at heart at all times. Damien has consulted with us at regular intervals, planned our investment portfolio and allocated pension fund to our continued advantage. We would highly recommend Damien – A financial planner/adviser who is firmly committed and sincere with his clients’ welfare at heart at all times. We wish his business all success now and into the future. Damien has no problem visiting at your residence or workplace, which really makes for convenience, especially for the older retired clients.
Before working with Damien, our financial situation was steadyin gainful employment, however our bank savings were the only finances we had and were fairly stagnant with the small interest rate provided. After various considerations we decided a financial adviser would enable us to invest our savings to enhance/improve our financial situation for our retirement. Damien was recommended and we have been with Damien for a decade now. Damien is a wonderful and sincere person, easy to work with and absolutely committed to his role as a financial adviser/planner. When the Global Financial Crises problem caused absolute panic among investors, Damien’s advice was to stay calm and ride out the storm despite the expected loss at the time. We did follow his advice and have recovered very strongly and steadily. We feel very confident and satisfied that Damien has our interests and financial well being at heart at all times. Damien has consulted with us at regular intervals, planned our investment portfolio and allocated pension fund to our continued advantage. We would highly recommend Damien – A financial planner/adviser who is firmly committed and sincere with his clients’ welfare at heart at all times. We wish his business all success now and into the future. Damien has no problem visiting at your residence or workplace, which really makes for convenience, especially for the older retired clients.
My financial situation was completely unstructured until the day I walked into the bank to start my journey of financial stability. It was my very good fortune that Damien was on duty, and ease of mind has been mine since that day. Out of disorder has come complete confidence and substantial financial growth because of Damien’s personal attention, diligence, thorough knowledge and pleasant disposition. I have no hesitation in strongly recommending Damien to anyone. Ann Berwick Before working with Damien, we had banked with one of the major banks for some time and sought some financial advice after being recommended by the bank staff. Acting on Damien’s advice we followed his recommendation and are very happy with the results. We are very grateful for his advice having stayed with Damien as his situation changed and on a financial level he has always been helpful. We would definitely recommend Damien – we are very happy with his advice. He has always given speedy attention to any requests. Alex and Janice Narre Warren North I was approaching 55 years of age and I was aware I would be eligible for transition to retirement. It has been great working with Damien; he understood my current financial situation, where I want to be in retirement and how to achieve this. He is always accessible with any question you may have. I feel confident that I am on the right track preparing financially for retirement. Maureen North Dandenong Before I met Damien I hadn’t a clue about finances. I was recommended to see Damien by a friend, and I’m glad I did. He sorted out everything for me. I had money in the bank and wasn’t getting much interest. Damien helped sort everything out with my money and helped me deal with Veterans Affairs as well. I would recommend Damien. Jean Pakenham Prior to working with Damien I had just set up a superannuation portfolio with the bank. Mr Burns was assigned to me as a result of staffing changes within the bank; I therefore had no choice in his initial appointment as my financial advisor. Working with Damien has and continues to be open and honest. Mr Burns is very client focused, providing all relevant information and guidance in structuring ones financial short and long term plans and objectives. I am very happy working with Damien as is very thorough in his provision of information. He is a person with a high degree of integrity and esteem. He is not interested in pushing his employers’ products for financial gain. I would not hesitate in recommending Damien. Graham Chelsea Heights In Approximately 2004, having just sold a property and having the money sitting in low interest bank account with one of the major banks, my wife and I decided to see a financial adviser there who worked on the premises (Damien Burns). After talking to him we went along with his advice as it gave us confidence in what he told us. In the 10 years or so we have worked with Damien, we have increased our interest earnings considerably even through the troubled 2008 GFC he prevented us from hitting the “Panic Button” and we got through with minimum losses, and have now slowly built up a healthy nest egg as we are now retired, we have peace of mind with a regular income from our investment. Damien is very proactive, if things need doing he contacts us, and we have regular meetings to discuss our finances, that gives us peace of mind. We have trust in his advice and recommendations and feel other could benefit. We have had 10 years of what we feel is good advice, and can highly recommend Damien to anyone who needs financial advice. Paul & Lise Narre Warren Before working with Damien, our financial situation was steadyin gainful employment, however our bank savings were the only finances we had and were fairly stagnant with the small interest rate provided. After various considerations we decided a financial adviser would enable us to invest our savings to enhance/improve our financial situation for our retirement. Damien was recommended and we have been with Damien for a decade now. Damien is a wonderful and sincere person, easy to work with and absolutely committed to his role as a financial adviser/planner. When the Global Financial Crises problem caused absolute panic among investors, Damien’s advice was to stay calm and ride out the storm despite the expected loss at the time. We did follow his advice and have recovered very strongly and steadily. We feel very confident and satisfied that Damien has our interests and financial well being at heart at all times. Damien has consulted with us at regular intervals, planned our investment portfolio and allocated pension fund to our continued advantage. We would highly recommend Damien – A financial planner/adviser who is firmly committed and sincere with his clients’ welfare at heart at all times. We wish his business all success now and into the future. Damien has no problem visiting at your residence or workplace, which really makes for convenience, especially for the older retired clients. Walter and Merlyn Lockwood Lynbrook In 2006 my husband and I went to one of the major banks where Damien was working as a financial planner. When my husband passed away, Damien was very sympathetic towards my financial needs as I needed guidance in that area. I found Damien very easy to work with and I have trusted his advice on all my financial matters. I have found Damien easy to have dealings with and his financial advice has been exceptional. I would recommend D&M Financial Services to my family and friends as I am sure they would be happy with his advice. Dulcie Beaconsfield Before working with Damien, my financial situation was a mess without any direction. It has been a pleasure working with Damien as we felt him to be honest, sometimes brutally so, but always with our best interests at heart.Damien has now made me feel at peace. He has always done his best as though it was his income, can’t ask for more than that. I would highly recommend Damienbecause before answers are given there is always a lot of thought covered by facts. He is just a nice guy and welcome at any time. Betty Dingley I was recommended by a friend to go and see Damien about handling my superannuation and I have been with him for many years. I found him excellent in his service and have been very happy with the way he has handled my affairs. Damien has a great personality and explains everything fully to me what was happening to my investments. Damien has helped my investment improve and does everything he can to keep it that way. Damien is confident and eager to make his business work and he will make sure his clients are looked after. I have no hesitation on recommending Damien to my friends and wish him every success.
My financial situation was completely unstructured until the day I walked into the bank to start my journey of financial stability. It was my very good fortune that Damien was on duty, and ease of mind has been mine since that day. Out of disorder has come complete confidence and substantial financial growth because of Damien’s personal attention, diligence, thorough knowledge and pleasant disposition. I have no hesitation in strongly recommending Damien to anyone. Ann Berwick Before working with Damien, we had banked with one of the major banks for some time and sought some financial advice after being recommended by the bank staff. Acting on Damien’s advice we followed his recommendation and are very happy with the results. We are very grateful for his advice having stayed with Damien as his situation changed and on a financial level he has always been helpful. We would definitely recommend Damien – we are very happy with his advice. He has always given speedy attention to any requests. Alex and Janice Narre Warren North I was approaching 55 years of age and I was aware I would be eligible for transition to retirement. It has been great working with Damien; he understood my current financial situation, where I want to be in retirement and how to achieve this. He is always accessible with any question you may have. I feel confident that I am on the right track preparing financially for retirement. Maureen North Dandenong Before I met Damien I hadn’t a clue about finances. I was recommended to see Damien by a friend, and I’m glad I did. He sorted out everything for me. I had money in the bank and wasn’t getting much interest. Damien helped sort everything out with my money and helped me deal with Veterans Affairs as well. I would recommend Damien. Jean Pakenham Prior to working with Damien I had just set up a superannuation portfolio with the bank. Mr Burns was assigned to me as a result of staffing changes within the bank; I therefore had no choice in his initial appointment as my financial advisor. Working with Damien has and continues to be open and honest. Mr Burns is very client focused, providing all relevant information and guidance in structuring ones financial short and long term plans and objectives. I am very happy working with Damien as is very thorough in his provision of information. He is a person with a high degree of integrity and esteem. He is not interested in pushing his employers’ products for financial gain. I would not hesitate in recommending Damien. Graham Chelsea Heights In Approximately 2004, having just sold a property and having the money sitting in low interest bank account with one of the major banks, my wife and I decided to see a financial adviser there who worked on the premises (Damien Burns). After talking to him we went along with his advice as it gave us confidence in what he told us. In the 10 years or so we have worked with Damien, we have increased our interest earnings considerably even through the troubled 2008 GFC he prevented us from hitting the “Panic Button” and we got through with minimum losses, and have now slowly built up a healthy nest egg as we are now retired, we have peace of mind with a regular income from our investment. Damien is very proactive, if things need doing he contacts us, and we have regular meetings to discuss our finances, that gives us peace of mind. We have trust in his advice and recommendations and feel other could benefit. We have had 10 years of what we feel is good advice, and can highly recommend Damien to anyone who needs financial advice. Paul & Lise Narre Warren Before working with Damien, our financial situation was steadyin gainful employment, however our bank savings were the only finances we had and were fairly stagnant with the small interest rate provided. After various considerations we decided a financial adviser would enable us to invest our savings to enhance/improve our financial situation for our retirement. Damien was recommended and we have been with Damien for a decade now. Damien is a wonderful and sincere person, easy to work with and absolutely committed to his role as a financial adviser/planner. When the Global Financial Crises problem caused absolute panic among investors, Damien’s advice was to stay calm and ride out the storm despite the expected loss at the time. We did follow his advice and have recovered very strongly and steadily. We feel very confident and satisfied that Damien has our interests and financial well being at heart at all times. Damien has consulted with us at regular intervals, planned our investment portfolio and allocated pension fund to our continued advantage. We would highly recommend Damien – A financial planner/adviser who is firmly committed and sincere with his clients’ welfare at heart at all times. We wish his business all success now and into the future. Damien has no problem visiting at your residence or workplace, which really makes for convenience, especially for the older retired clients. Walter and Merlyn Lockwood Lynbrook In 2006 my husband and I went to one of the major banks where Damien was working as a financial planner. When my husband passed away, Damien was very sympathetic towards my financial needs as I needed guidance in that area. I found Damien very easy to work with and I have trusted his advice on all my financial matters. I have found Damien easy to have dealings with and his financial advice has been exceptional. I would recommend D&M Financial Services to my family and friends as I am sure they would be happy with his advice. Dulcie Beaconsfield Before working with Damien, my financial situation was a mess without any direction. It has been a pleasure working with Damien as we felt him to be honest, sometimes brutally so, but always with our best interests at heart.Damien has now made me feel at peace. He has always done his best as though it was his income, can’t ask for more than that. I would highly recommend Damienbecause before answers are given there is always a lot of thought covered by facts. He is just a nice guy and welcome at any time. Betty Dingley I was recommended by a friend to go and see Damien about handling my superannuation and I have been with him for many years. I found him excellent in his service and have been very happy with the way he has handled my affairs. Damien has a great personality and explains everything fully to me what was happening to my investments. Damien has helped my investment improve and does everything he can to keep it that way. Damien is confident and eager to make his business work and he will make sure his clients are looked after. I have no hesitation on recommending Damien to my friends and wish him every success.
We chose to work with Damien because he made us feel very comfortable and we were confident that he would ensure that our finances were taken care of and would grow. Working with Damien has been very constructive and communicative. Damien has always explained everything to us in a way that we could understand. He created a portfolio for us and separated the funds with different institutions where our money can grow. After working with Damien we have been very satisfied. Damien has made sure to spread our investments to minimise risk and take advantage of a rising market. Our opinion is that Damien Burns is very experienced in what he does and we are even willing torecommend him to others. We would like to wish Damien all the best.
We chose to work with Damien because he made us feel very comfortable and we were confident that he would ensure that our finances were taken care of and would grow. Working with Damien has been very constructive and communicative. Damien has always explained everything to us in a way that we could understand. He created a portfolio for us and separated the funds with different institutions where our money can grow. After working with Damien we have been very satisfied. Damien has made sure to spread our investments to minimise risk and take advantage of a rising market. Our opinion is that Damien Burns is very experienced in what he does and we are even willing torecommend him to others. We would like to wish Damien all the best.
Both of us were working and we contacted Damien on our forthcoming retirement. We have thoroughly enjoyed meeting and working with Damien. He directed us regarding putting us in the right direction for retirement. We have found Damien’s advice to be very sound and fair, and we are very happy with the result of actions taken with our finances. We have full trust in Damien’s recommendations and would recommend his business, D&M Financial Services.
Both of us were working and we contacted Damien on our forthcoming retirement. We have thoroughly enjoyed meeting and working with Damien. He directed us regarding putting us in the right direction for retirement. We have found Damien’s advice to be very sound and fair, and we are very happy with the result of actions taken with our finances. We have full trust in Damien’s recommendations and would recommend his business, D&M Financial Services.
Before working with Damien, we had banked with one of the major banks for some time and sought some financial advice after being recommended by the bank staff. Acting on Damien’s advice we followed his recommendation and are very happy with the results. We are very grateful for his advice having stayed with Damien as his situation changed and on a financial level he has always been helpful. We would definitely recommend Damien – we are very happy with his advice. He has always given speedy attention to any requests.
Before working with Damien, we had banked with one of the major banks for some time and sought some financial advice after being recommended by the bank staff. Acting on Damien’s advice we followed his recommendation and are very happy with the results. We are very grateful for his advice having stayed with Damien as his situation changed and on a financial level he has always been helpful. We would definitely recommend Damien – we are very happy with his advice. He has always given speedy attention to any requests.
Our finances needed to be consolidated and we had a recommendation that Damien was a very competent and reliable adviser. We have found Damien to be honest and with sound advice. We had a goal when we went to Damien and with his advice, have now been able to achieve that goal. After having worked with Damien for 8 years, we feel he is genuinely looking after our interests and our financial situation is now under control. We believe Damien to be a very trustworthy and competent adviser and would highly recommend him to anyone.
Our finances needed to be consolidated and we had a recommendation that Damien was a very competent and reliable adviser. We have found Damien to be honest and with sound advice. We had a goal when we went to Damien and with his advice, have now been able to achieve that goal. After having worked with Damien for 8 years, we feel he is genuinely looking after our interests and our financial situation is now under control. We believe Damien to be a very trustworthy and competent adviser and would highly recommend him to anyone.
Before working with Damien my husband and I had received financial advice from another advisor for nearly 20 years. We decided to seek support from another professional as we wanted to ensure we were maximising our returns on our superannuation. Damien was recommended to us by a friend who spoke very highly of the service he had been providing her for the last few years. After meeting with Damien, my husband and I were impressed with his knowledge and understanding of the ways we could structure our superannuation for maximum returns while still being comfortable with the direction we were moving in. It has been very easy working with Damien as nothing seems too much trouble. He is very good at answering our questions or going away and researching options for us. He has assisted my husband and I to change to new superannuation funds with lower ongoing costs. He also recently assisted us through the process of adding some money we inherited to our super funds. My husband and I are very happy with the financial advice we have received from Damien. He genuinely seems to care about our future finances and what is best for us in our retirement. Damien has helped improve our financial situation by giving us options and ‘demystifying’ how we best ‘set up’ our money (especially in relation to an ongoing pension). We have already recommended Damien to our friends!! He gives fair and honest advice.
Before working with Damien my husband and I had received financial advice from another advisor for nearly 20 years. We decided to seek support from another professional as we wanted to ensure we were maximising our returns on our superannuation. Damien was recommended to us by a friend who spoke very highly of the service he had been providing her for the last few years. After meeting with Damien, my husband and I were impressed with his knowledge and understanding of the ways we could structure our superannuation for maximum returns while still being comfortable with the direction we were moving in. It has been very easy working with Damien as nothing seems too much trouble. He is very good at answering our questions or going away and researching options for us. He has assisted my husband and I to change to new superannuation funds with lower ongoing costs. He also recently assisted us through the process of adding some money we inherited to our super funds. My husband and I are very happy with the financial advice we have received from Damien. He genuinely seems to care about our future finances and what is best for us in our retirement. Damien has helped improve our financial situation by giving us options and ‘demystifying’ how we best ‘set up’ our money (especially in relation to an ongoing pension). We have already recommended Damien to our friends!! He gives fair and honest advice.
Before working with Damien, we managed our own finances with advice from a superannuation representative in regards to retirement planning. When my husband was retrenched and unable to find work we decided to search for a financial planner locally. On our first meeting with Damien, he made us feel relaxed with his friendly professional manner. After a leisurely discussion of our financial future we felt confident we could work with Damien. A comprehensive financial evaluation was undertaken. An income stream was set up for us. Damien explained in detail all the investments in the fund and the level of risk we were comfortable with was put in place. I have remained with Damien after the loss of my husband. He was very supportive at the time, ensuring everything would continue uninterrupted. It is reassuring I have someone to call and as my ability to work has fluctuated, Damien has been able to advise on income adjustments. Damien has managed my investments very well through a difficult time in the markets and he has achieved gains that have kept my investments growing. We have had twice yearly reviews to change investments as required. I highly recommend Damien to anyone as I believe they would really benefit from his advice.
Before working with Damien, we managed our own finances with advice from a superannuation representative in regards to retirement planning. When my husband was retrenched and unable to find work we decided to search for a financial planner locally. On our first meeting with Damien, he made us feel relaxed with his friendly professional manner. After a leisurely discussion of our financial future we felt confident we could work with Damien. A comprehensive financial evaluation was undertaken. An income stream was set up for us. Damien explained in detail all the investments in the fund and the level of risk we were comfortable with was put in place. I have remained with Damien after the loss of my husband. He was very supportive at the time, ensuring everything would continue uninterrupted. It is reassuring I have someone to call and as my ability to work has fluctuated, Damien has been able to advise on income adjustments. Damien has managed my investments very well through a difficult time in the markets and he has achieved gains that have kept my investments growing. We have had twice yearly reviews to change investments as required. I highly recommend Damien to anyone as I believe they would really benefit from his advice.
Before I met Damien I hadn’t a clue about finances. I was recommended to see Damien by a friend, and I’m glad I did. He sorted out everything for me. I had money in the bank and wasn’t getting much interest. Damien helped sort everything out with my money and helped me deal with Veterans Affairs as well. I would recommend Damien.
Before I met Damien I hadn’t a clue about finances. I was recommended to see Damien by a friend, and I’m glad I did. He sorted out everything for me. I had money in the bank and wasn’t getting much interest. Damien helped sort everything out with my money and helped me deal with Veterans Affairs as well. I would recommend Damien.
