Professional Recommendations & Client Endorsements

Professional Recommendations & Client Endorsements

Below are some of the professional recommendations and client endorsements that we have received from the professionals and clients that we work with.

Harts Financial Solutions have revolutionised services and servicing in the Financial sector... In an industry that has sadly become commoditised where your 'adviser' tries to sell product that you dont need, these guys tailor exactly what's needed Professionally and Performance focussed with Client top of mind... I couldn't be happier.

- Robert Gordon, CEO, WorkFocus Group, WA

As a commercial lawyer in the private wealth area, I come across hundreds of different financial planners and advisers, but Nigel is one of the most outstanding I have ever worked with. Professionalism, integrity and transparency are the cornerstone of Nigel's practice. Nigel's advice is of the highest quality, always first class, built on an extremely comprehensive and robust advice process. His reports are written very clearly and display an in depth knowledge of his client, their issues and objectives, and the vast arrary of possible strategies and their consequences. Sound strategy and judgment resonates throughout his work. But perhaps the biggest thing that sets Nigel apart from the rest of the pack is the strategic, holistic approach he takes to advising and the client relationship. It is never just about the transaction at hand or choosing the right investment product. Nigel always sees the bigger picture beyond documenting the advice. He recognises that the greatest strategic value can be added to an individual or business by introducing and helping clients build genuine, meaningful relationships with the right skill set of external advisers. Nigel is also a strong performer when it comes to implementation and delivery of a strategy. I've never seen an adviser work more closely with others to achieve results for his clients. Nigel is a friendly, timely and effective operator whom I have no hesitation recommending.

- Jim O'Donnell, Associate, Jackson McDonald, WA

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