Our Smart Clients

CLIENT 7: Aaron & Rebecca B, Self-Employed

Jason has been our Financial Planner now for almost 10 years. We have always appreciated his approach to the way that he provides us with financial advice which is; honest, direct, informative and personable. He is always available when we need him and he maintains contact with us on a frequent basis. We like this as we will often forget to review our position each year so knowing that we can rely on Jason gives us peace of mind.