Our Smart Clients

CLIENT 6: Pauline T, Self-Funded Retiree

I first met Jason Fleming in 2006 at Westpac Bank when I wanted to set up my Superannuation Portfolio.

I found him to be helpful, and he gave me good advice on a long term strategy. When Jason left Westpac I was confident for him to look after my portfolio.  He keeps in touch, and is always looking at the market and makes sure we are on track, he is conscientious and cares for his clients.

I feel very confident that Jason will look after me and my portfolio.