26 November 2023 5:30
Rhys has been fantastic to work with. He worked tirelessly to find us exceptional rates, fill out paperwork and troubleshoot when we ran into difficulty with the third party. He was across all the details, even catching and negotiating for us something that was technically correct but put us at a slight disadvantage. Rhys worked at exceptional speed, was always enjoyable to deal with and his customer service is second to none. We HIGHLY recommend him!
21 November 2023 5:45
The service Rhys and his team provided exceeded my expectations. There is enough detail in the plan to give me a roadmap for my retirement. Highly recommended for those who are planning on retiring in the near future.
22 December 2022 15:50
Rhys has been great to deal with. He provides so much confidence in the decisions we make and is very intentional about serving his clients.
17 October 2022 18:25
Rhys was recommended to me after my husband died. Not understanding the financial aspects, he has helped me make the best decisions for my financial future and is in constant contact with me to keep me informed. I feel at ease now, knowing he has my best interests at heart. Rhys is an excellent Financial Advisor. I can not say enough good things about Rhys. He is professional, kind and caring. Bottom line is he is awesome and I am honoured to have him as my Financial Advisor.
28 September 2022 15:19
We are a couple of months into working with Rhys and he has been nothing short of phenomenal. Rhys is quick to respond, easy to talk to, and fantastic at explaining things in a way that is simple to understand, and gives us the knowledge to make informed decisions - I can't recommend him enough!

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