100% Satisfaction Rating

Client Testimonials

"Wit has assisted with our retirement planning and streamlining our insurances. He has provided sound and balanced advice, specifically tailored to meet our circumstances and requirements. He genuinely cares about our future and outcomes and we have recommended him to family and associates and we wouldn't hesitate to continue to do so."

Kim – Landsdale,

"Wit was really helpful and his advice was very simple and easy to understand."

Peter – Currambine,

"Wit is friendly and very easy to talk to. He listens and responds in an efficient manner. My wife and I have sought advice on investments and shares and have made welcome changes to our preexisting situation. We are happy to remain as his client and hope to be able to better plan for our future based on his expertise and advice."

Andrew – Aveley,

"Financial markets can be very volatile and can change very quickly. The same can be said for any individuals financial situation, when something does change, being able to get access to information and being able to change your strategy is perhaps the most important aspect of financial planning. with this in mind, Wit has always responded promptly to any questions or requests I have made of him. This sets him apart from other planners."

Callum – Newdegate,

"Wit's advice has always been genuine, looking after our retirement portfolios. He's knowledge and experience, we feel very confident with advice given was right for our needs. Would recommend Wit to friends and family."

Lesley – Wanneroo,

"I have been a client of Wit's for some time. He is very knowledgeable and delivers good sound advice for your future."

Stuart – Butler,