Testimonial – Pam & Jim

My wife and I have always been interested in our financial future and have attended many seminars and spoken to many advisors over the years. Back in 2010 I had a sea change after 35years in one industry and needed some direction with my superannuation before I was ready to retire. I attended the firm that was attached to my super fund for some advice and direction.

That was the first day I met Ian Helmore and what a great and lasting impression he made.

I went home and spoke to my wife and said you need to come and meet this guy. Which she did with me. The advice, suggestions, explanations were clear and concise. The conversation was active and provided food for thought as well as reasons to go in one direction and not another.

Ian’s presentation on the white board provided myself and particularly my wife great visual information on the advice and proposed plans. All questions were answered. We both walked away convinced that we had found our financial mentor, finally, and would implement the advice we had received from Ian. We felt very comfortable.

Since then our circumstances have changed again and we are both retired but our strong relationship with Ian continued, and still continues to this day. Ian again was to the forefront with expert advice and planning on transition to retirement and retirement. Clear and concise explanations and great delivery on what we needed to do step by step towards, and in retirement. It was very reassuring, especially to my wife. Ian has been there all along through meetings, seminars and personal calls and emails supported by the great team at Crosby Dalwood.

We cannot emphasize enough how important a financial advisor is, especially a great one, like Ian Helmore from Crosby Dalwood. If you do not have a financial planner yet do yourself a favour and call Ian Helmore at Crosby Dalwood.