Daniel & Emma Morton with baby Raphael

"Over the last four years we have enjoyed the financial advice Philip has given us. He takes the hassle out of paper work, gives us great investment advice and is always contactable when we need him. Its nice to know we are being wise with our money and have security for our family."

Julie Wheals with sons from left, Andrew & Simon

"I met Phil Windsor 5 years ago. Throughout that time he has been a great support to me setting me on a good road to managing my investments. Through my introduction to Phil, I introduced my sons to him and his team. I cannot speak more highly of them. What I like most is that you talk to someone that speaks in laymen’s terms so it is easy to understand what is happening. The ongoing contact is unsurpassed, not only with Phil but also with his team. I thank Phil and his team for the ongoing support through good times (and unforeseen) bad times. There are no words that can express my continued support, encouragement and faith in the people and the company."

Robert & Susan Pearson

"Philip looks at our needs as individuals and even in these difficult times that we are in at the moment, he finds time to assess our situation on its own merits. We look to Philip for advice and reassurance and we respect his financial expertise."

Ian & Vivienne Payne

"In 2004 Philip developed a comprehensive financial plan for us which enabled us to refinance our loans and invest for our future financial needs. Since then, he has arranged for a pension plan for my wife when she recently left work and has put me onto a Transition to Retirement strategy which will save me over $130 000 in tax through the next 7 years. Philip has always been able to assist us with financial and other advice when we have needed it and I have already recommended Phil to many of my colleagues."