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Based on his thorough understanding of our financial circumstances and needs, the investment and tax strategies Richard has recommended and implemented have proven to be successful over the past four years.
Richard has always been great in managing our superannuation funds.
Richard’s approachable style and simplicity was very reassuring. I would thoroughly recommend him to anyone looking to change their investment management.
We have worked with Richard for a number of years and have found his services to be carried out efficiently, professionally and in a timely manner. Initially Richard undertook a comprehensive review of our superannuation and insurance needs, and this has been followed up regularly to keep up with changing markets and to meet our requirements.
Our experience with Richard as our financial adviser has been very positive. Richard communicates clearly and tailors his approach to our needs, ensuring we understand complex financial concepts. His knowledge and experience in financial planning, superannuation, and retirement planning are extensive.
Richard has been diligent in providing pertinent financial advice to my wife and I since we retired back to Australia, having spent the best part of 30 years living and working in the UK as Australian expatriates.
Richard is very prompt with his communication and we are confident in his advice.
Richard has always answered any questions we have had at any time and via video call at least once a year. We believe we have greatly benefited from Richard’s financial advice during the period of time we have dealt with him.
Always personable, Richard is my go to person for all advice concerning my pending retirement, superannuation and how to invest my funds, working towards moving to a pension that will be able to support me.
Without hesitation, I would highly recommend Richard for financial planning services. He has certainly left us feeling confident in our financial future.
Richard has provided valuable guidance on optimising our superannuation contributions, and in creating a comprehensive retirement plan for when we return to Australia after 25 years of living abroad as expats. He builds trust, maintains open communication, and genuinely cares about our financial well-being.
Davone has always been very approachable with questions we have had. She is flexible with her time and contactable when needed. Davone is very happy to meet in person and give the time required to explain some of the complexities of super, pensions, tax, and the many other things. A truly lovely lady, that is very knowledgeable and helpful.
Due to our fairly specific financial circumstances, we needed a specialist to help us secure a happy and successful retirement. Over the years we have dealt with Richard, he has always demonstrated he is well qualified to guide us through these matters, so thank you Richard!
Davone is always a delight to deal with. Very compassionate and understanding, and patient when explaining complicated insurance matters.
I value her help enormously.
One of the things that stood out from the first time we worked together, is that Richard made it easy for me to fully understand the financial commitment I would be making. He’s made suggestions on how I can grow my investments that make sense and are within my risk profile.
Davone is very knowledgeable and experienced. She takes the time to explain everything to me and is very passionate about her job.
Richard is very prompt with his communication and we are confident in his advice.
Richard’s advice is easy to understand and very reliable. We find him and his staff to be friendly and always willing to help.
Although Richard is based in Perth, he makes frequent visits to Sydney and is always available via telephone and video link, also via his Sydney support team. We have found his advice for our superannuation needs most detailed and tailored to our needs, a real expert who provides information in a friendly way that we can understand easily. We will not hesitate to recommend his services.
Jacqui and I have recently switched to SMATS Wealth Pty Ltd and should have done it years ago. Richard has provided invaluable advice and restructured our portfolio to maximise our returns and minimise our tax exposure as we head toward retirement.
Richard was originally dealing with my husband while we were living overseas and since coming back to Australia has been in constant touch advising and asking our opinion on all dealings financial. He is never pushy and I appreciate his advice. I highly recommend Richard as a financial advisor and consultant.
Davone is a delight to deal with. She is very knowledgeable, patient and accommodating, explains things clearly and happy to come to you if you cannot go to see her.
We found Richard clear and reliable in explaining services for our needs.
Davone was extremely knowledgeable and did everything she could to resolve my insurance issues as fast as possible!
Davone is always very helpful and explains everything in detail.
Some complex subjects are put in a very understandable way and I fully appreciate her patience in helping me.
What an asset to your company.
Richard stands out in providing very detailed and tailored financial advice and planning, complemented by regular communication and reviews as required.
Richard has been exceptional in providing financial advice services to myself and my partner since 2020. Unlike other financial planners I have dealt with over many years, Richard demonstrates a genuine personal commitment in attaining and maintaining a healthy financial future in our retirement.
