Testimonial – Robert & Verna

As Crosby Dalwood clients of 15 years, we have had excellent advice on how to structure our financial affairs as we headed into retirement. This included helping us through the transition to retirement phase and ensuring that our self-managed superannuation fund was optimally tuned to generate funds for our retirement and complied with the myriad of regulations. Our queries about financial matters have always been answered promptly and professionally. The team at Crosby Dalwood goes out of their way to make you feel more than just another client by hosting events with prominent speakers from the financial industry.