Our Clients
We've helped hundreds of clients and we're committed to complete satisfaction every time.
Here's what they have to say.
Callum & Leanne Howell
Building your Financial Future
After living in the UK, Callum and Leanne Howell returned to Australia in 2005 to settle down and start a family. To make sure they were heading in the right direction financially, the couple approached Geoff Sharpe for some professional advice – and they’ve enjoyed working with him ever since. “Geoff gets where we’re at and what we want to do.”
Jim & Barb Hogan
A Financially Secure Future
Jim and Barb Hogan from Everton Hills first got in touch with Geoff Sharpe in 2008, when they were both working for the Australian Tax Office. Jim had been doing some DIY investing, but he and Barb felt it was time to start planning seriously for their retirement.
Sandra, Queensland school teacher
Financial Security in Retirement
Queensland school teacher Sandra from Redcliffe first got in touch with Geoff Sharpe in 2007. With her retirement approaching, Sandra wanted someone to give her the financial guidance she needed to set herself up for the next phase of life. “I’d previously received some investment advice from my super fund, but each time I contacted them I spoke to someone different,” Sandra said. “That wasn’t what I was looking for, though – I preferred to have an ongoing professional relationship with one person.”
Success Stories
"We wish to express our thanks for the work you have done for us over the years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Your continual advice on financial issues has saved us significant amounts of money. May you prosper, along with your clients."