Colin and Margaret Hamilton

Dear Annie and Staff, Margaret and I would like to take this opportunity to express our thanks for your advice and commitment in the management of our financial planning process over the past fifteen years, with the view to our recent retirements.

You and your staff have provided a family-like atmosphere in a professional, modern office, while providing knowledgeable and considered advice in regard to our investment/superannuation portfolios.

We have also been able to take advantage of the more recent expansion of your core service to include Tax Return preparation.
Many thanks and we both look forward to many more years of financial guidance and friendship.