TESTIMONIALS
Testimonials from partners of national law firms*
"…I think it is true to say that I have never felt so comfortable in a discussion with an advisor before. I also have never been in a meeting when I have felt that the advisor has been so on top of the situation. It has been a breath of fresh air working with you and I just wanted you to know that I greatly appreciate your efforts and expertise."
Client since 1995*
"…your services represent long term value because of the flat fee structure, prudent investment practice, and first rate advice on planning and structure."
Client since 2001*
"I am delighted to be able to provide a testimonial to your services.
I believe that I first met you when I was a partner of ..... when you explained to me (among other things) the underlying economic basis of your investment strategy (buy the index, don't stock-pick and concentrate on asset class allocation etc).
It took me a year before I came on board, and you may recall that I then spent 2 years doing an experiment, comparing my actively-managed portfolio and my own stock-picking portfolio to your portfolio. My present position shows my conclusion - I have liquidated my direct stockholdings and active funds. It's always interesting to read the AFR reports on the performance of various funds each year and how the index is usually beaten by only a couple of funds, and then only in limited asset classes. More interesting is the fact that this is always played down - I of course couldn't possibly comment as to whether the AFR has a vested interest in playing up actively managed funds who are big consumers of advertising and the like!
I must also say that the service I have received from you has been excellent, delivered with a high degree of professionalism that a partner of a tier 1 law firm needs."
Client since 2002*
"I have appreciated Scott Johnston's service in undertaking a rigorous assessment of my family's means and needs, helping us to develop realistic and long-time objectives, a practical plan to achieve those objectives and practical assistance in implementing that plan."
Client since 2004*
* Client confidentially in all matters is a basic tenet of our service
Individual client comments from a confidential client questionnaire
"Coordination of all financial services so a balanced outcome is achieved"
"Integrity and impartiality of advice"
"Knowledge of our financial affairs"
"Promptness of advice and service"
"Personal contact with the same person who appreciates my particular situation"
"Confidence in dealing with a consultant who can be trusted"
"Peace of mind knowing that our affairs are professionally managed by someone I can trust"
"Accessibility"
"Efficiency of service"
"A service I can't afford to be without"