Future proof your finances

My wife and I started with Simone 15 years ago. We were new parents and wanted to make sure our families future was going to be solid & stable. Simone has exceeded far and beyond what we could ever have asked for. Simone's ability to understand people, their needs and what they require for their future goals is outstanding and is the reason we still have all our finances in her hands today. Simone is an exceptional financial advisor that truly cares and has the very best interest of her clients at heart

We sold our property portfolio, and this was a big move for us. As we moved into a new diversified portfolio his work made us feel comfortable, and built trust on our part. He led us through a sensitive rebalancing and closer scrutiny of performance, and that pleased us while we came to grips with our changed circumstances. We can easily see that Mark took a good reading of our sensitivities.

His understanding of my rather complex financial situation is exemplary, and he has helped me to re-construct a sound portfolio to assist me into my retirement. Lindsay has also helped me enormously with issues that are outside his job description but have a direct bearing on my financial stability. I have no hesitation in recommending his services with complete trust and I look forward to a continued financial relationship with him.

For me, fundamental to the success of our relationship is trust – and it is essential that this be two-way. Mark understands every aspect of my financial position and my trust in the advice I am given is unequivocal. Annex Wealth works together with my accountant and my solicitor as a single team to ensure that I am receiving holistic advice. The willingness and the ability to work with multiple independent parties provides me with the comfort of knowing that my financial future is secure.

We had a very honest review by a finance professional. He came to see us, probably spent most of the day with us – listening. There was a staggering amount of grunt work involved in setting it up – thanks Peter - almost refreshed our faith in humankind!