We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us.

Mid-Life Couple

Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Your team had this and more. Your dedication to clients, business excellence and education sets you apart and I would highly recommend you to anyone wanting to achieve better financial outcomes.

Retired Couple

I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach.

Younger Client Starting Out

Joining this financial education team as a person new to the industry has been so energizing in their positive outlook, the constant and excellent mentoring, the focus on being the best version of themselves and the access to such a large toolbox of options to serve clients has given me a lot of confidence that I too can be excellent here.

New Agent

This team is outstanding in its abilities to find the best possible and well suited products for clients. They are on the leading edge of new developments and it is a please to work with and support them as an insurance and investment provider.

IA Financial Group

Having worked on this team for the past five years, I have never learned more, been more confident in my ability to support both clients and new agents, no longer rely on my former static pay cheque and truly begin to achieve our goals and dream that depend on having the time and money for them. It has been amazing to retire my spouse!

Five Year Agent