"Bradley Macaulay, of Investment Zone Pty. Ltd., was referred to me by my mortgage broker as a reputable financial planner. Brad's approach to advising me about planning my financial affairs was most professional and delivered in a way that was clear and understandable.
He listened carefully to what I wanted and, more importantly, what I didn't want in my plan and prepared a comprehensive strategy based on that information.
Brad spent time with me, going through the Financial Plan which was presented in a written form that was very comprehensive. It set out the advised investment and insurance recommendations in detail, with supporting calculations as well as important facts about what steps to take. A detailed summary of costs was also included and Brad went through these with me to my satisfaction.
I felt well informed and comfortable with the Financial Plan before signing off. Brad's pleasant manner and the detailed process he followed ensured that I now have a Financial Plan I understand and can manage into the future."