Testimonials

86516473Testimonials are a great way to get a feel for the Financial Adviser as well as understand the kind of service you can expect.

To find out a little more about how we’ve helped our clients and the different options for financial advice take a look through some of the testimonials below.

  • “Over the past 3 years, SCWM have helped us to clarify our financial goals and effectively plan how we will achieve them. I’ve recommended SCWM to a number of friends and colleagues and would do so to anyone seeking a valued financial partner offering quality advice and exceptional service”

    Shane – Information Technology Manager – VIC

  • Keith worked hard to understand our current financial situation and requirements for the future, enabling him to provide appropriate investment advice. He was friendly and knowledgeable, and all reporting and correspondence was concise and efficient.

    Krystle – Software Sales Manager – WA

  • Dealing with Keith is a dream, so attentive, so switched onto my needs, so reliable. With his personal touch, he is clearly a trailblazer in his field.

    Simon – Project Manager – VIC

  • Keith assisted transferring a UK Superanuation to a QROPS scheme. Talk to Keith at SCWM before you make a decision it will save you time and $$$$$$$$ and you will get honest advice which will pay dividends. He provided sound advice based on thorough and unbiased research in a Financial Minefield.

    Stewart & Anita – Retired NSW

  • The high standard of personal service that I receive from SCWM, and the fact that they are fully in tune with my situation, is the main point of difference between them and the rest. I appreciate that SCWM operate with the highest possible integrity, provide relevant advice, and don’t try to baffle me with bulldust. It all helps to reduce the worry around the financial side of retirement.

    Lance – Credit Analyst – WA

  • Keith analysed what our existing policies offered and then determined what options there were in the market which offered better cover and/or cheaper premiums. At the end of the process we had more comprehensive policies with significant savings . Without his help we would still be lost in the insurance maze! Thankyou

    Rachelle – Executive Assistant WA

  • I would just like to thank you for all the assistance you have provided to my clients. The feedback I have received from my clients has been second to none. Thank you for your Professional and Courteous manner when dealing with my clients.

    Eric – Finance Broker -WA

Call us today for an obligation free consultation 08 9335 8333