Testimonials

Customer satisfaction is our primary goal.

"Hey Greg, We really appreciated the advice and all the work you have done. I’m still finding it hard to comprehend that we can retire comfortably now!! but I’m getting used to it very quickly."

Ian & Leanne, Mandurah


"After a disappointing experience with another advisor I switched my portfolio to Geoff Whitehorn some 5 years ago. I have been extremely happy with the advice received and the overall performance  of my investments and the level of communication is excellent. I confidently recommend Geoff to anyone looking for an exceptional advisor."

Ken & Marg, Falcon


"We really appreciated your email on Tuesday. We felt very encouraged after our meeting with you on Monday. Retirement won’t be so overwhelming now that our financial situation is sorted out."

Ken & Tricia, Baldivis


"We have both personally and jointly experienced tremendous advice in all areas of financial planning for our future. Always keeping us up to date with the latest knowledge and easily on call with practical at ease appointments. Geoff has done the worry free facilities of paperwork for us. We greatly appreciate you guiding us to be able to reach our financial and lifestyle goals with ease into retirement. Thanks for the past 25 years and future years."

Trevor & Lesley, Bullcreek

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