What our Partners Say
We work hard to earn our clients praise by delivering on our promises. It is what our business is all about and gives us great pride.
I am a Chartered Accountant with many Clients who need Financial Planning Services. Frank is fully competent in all areas of financial planning. He is our go to man for our special clients. Frank does not put up standard advice, he considers the individual concerned very carefully and astutely. Only then will he make recommendations. Nothing but brilliant feedback. Many thanks Frank for your excellent service and attention to detail.
We have had the pleasure of dealing with Frank – at Stanford Brown, investment planners of Sydney, Australia. We referred our clients to Frank in the knowledge that he, as a highly qualified and very skilled investment advisor, would look after their best interests. His high standard of service and professionalism has greatly assisted our clients. Additionally, this firm’s standing with our clients has been enhanced. We commend him to you, to assist your clients
I found Frank to be professional and technically savvy in his planning and advisory work. Frank presented an attention to detail and a high degree of quality around his professional service an offering that was valued by both us and the client.
I have no hesitation working with Frank in the future and would recommend his friendly and professional approach to any prospective client and collaborator
I am a private client lawyer, Australia, specializing in estate planning, deceased estates, tax and superannuation. I have known Frank since 2003 and have worked with him on many matters for mutual clients. Frank is skilled professional and I have always found him to be dedicated to the service of his clients and easy to work with. As the business of providing professional advice to clients becomes increasingly more complex and specialized it is enormously valuable to have a person like Frank who can coordinate and ‘project manage’ the delivery of many different services (financial, accounting, tax, legal) for the benefit of the client.
