Hear what our clients have to say
Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools.
What our Clients have said
John O’Grady, CFA
CEO Rankin Associates
I cannot recommend talking to Broker highly enough about planning for your life goals. The process involves a thorough examination of your finances which allows them discuss the art of the possible for the future.
Broker’s service is excellent, I am very satisfied that I received the best advice. They takes the stress out of financial planning and assurance shopping by providing independent, honest, competitive quotes in a clear manner.
Jeffrey Ross, CFA
CEO and Strategic Allocation
Broker is professional, friendly, efficient, pay attention to detail and is always there to assist me. I have full confidence in Broker and have recommended them on numerous occasions to clients and business partners.
I have used the services of Broker Financial Planning on a number of occasions and found them to be trustworthy and knowledgeable in all financial matters including investments, savings and insurance.
MD of Perkins Associates
Broker did a risk assessment of potential future needs and how we could plan for those eventualities. They bring a wealth of knowledge as well as a personal touch so often missing from the larger institutions.
CEO Jones & Co.
We are delighted with where our finances are to date and would recommend Broker to anyone seeking financial planning. They are a pleasure to deal with, and above all will provide you with a tailor made solution.