Kind words from clients
Read our testimonials
Gimli Page has been my Financial Planner for several years and in that time I have found him to be helpful, knowledgeable and always available.
He investigates opportunities to improve the overall performance of our portfolio but always seeks the input of my wife and me before any action is taken. He follows up on queries we raise and is well researched for our review sessions.
I would strongly recommend Gimli to anybody seek the services of a professional Financial Planner.
- Bruce W (70)
It's all double dutch to me and exceedingly anxiety provoking but Gimli understands me and my needs and I trust him with the care of my money!
As always, Gimli was able to reassure me at our recent meeting that my finances are in good, safe hands. He totally understands me and my financial needs and has a friendly professional approach to his work. He guides me gently through the various mazes of life and clears the path of “stuff” I don’t need to deal with! Thanks Gimli – see you next time! Gimli explains options very well and is so comforting in his expertise.
- Deirdre H (71)
Gimli has always exceeded expectations in regard to customer service, product knowledge and piece of mind in making sure we are comfortable with our investments. He always encourages personal contact. All good.
The super has performed well over the years and we feel that the advice given when changes to parts of super is needed has worked well for us. Thanks for the recent review of our super and recommendations which was a pleasant meeting and look forward to our next review.
- Kevin M (73)
Understands me perfectly. Is friendly, helpful and meets my needs. I trust him entirely with my financial management. Thorough, careful and attentive listener. Immaculate manner. Simple, clear explanations. Skilled at rounded interpretation of all factors. Excellent supportive adviser.
In my opinion, not only is Gimli an excellent adviser but also a trust listening ear, thoughtful about client concerns, diplomatic and meticulous in his responses. He is a natural communicator, respectful, kind and intuitive. His style is informal, relaxed and particularly pleasant. I’d recommend him to anyone.
- Victoria B (68)
Honestly the best adviser I have ever had. Listens to what I want and in the last 3 to 4 years has delivered everything I expected in a professional and friendly manner.
- Raymond L (58)
Gimli was my elderly mother’s financial adviser for a number of years. During this time he met with my sister and I along with our husbands, managing our Mum’s investment portfolio most successfully. We all valued his advice and recommendations, they worked well and Mum’s portfolio performed nicely, steadily increasing in value over that time. More importantly, Gimli made sure Mum’s everyday care needs were covered financially, as she moved through various levels of aged care. We needn’t have worried about her financial situation, Gimli responded quickly to every specific need or request and kept us fully involved with every step.
But it was his friendly, open and honest approach and his sense of humour which the four of us liked most. Gimli came well prepared to all our review meetings. He treated us with an easy-going respect and it was obvious he’d researched options and strategies thoroughly, being very clear with recommendations and giving solid reasons and explanations for them all.
When it came time for our own SMSF to be managed, my late husband and I decided Gimli was the person we would most trust. We couldn’t have made a better choice. Having lost my husband in 2019 as well as my Mum, I cannot speak well enough of Gimli’s ongoing help throughout such a tough time. There have been a number of (what were for me) tough investment choices to be faced over this period, made worse with the fall in share markets due to COVID-19. Throughout, Gimli has been rock-solid with his guidance, advice and reassurance. I could not have got through it without his knowledge, patience and level-headed, helpful manner. Many thanks Gimli, I am very glad and very appreciative of all your help over the years.
- Jennifer D (65)
Gimli explains everything in plain English and is extremely knowledgeable with all matters to do with superannuation. After my consultation with Gimli, I had all the information required to go to Centrelink and the steps I have to take. All of which, was not supplied by my previous advisor. I would definitely recommend Gimli.
- Christine D (67)
Gimli certainly provides fantastic service and we have been totally satisfied with his expertise, quality of service and the manner/way he goes about managing our finances now that we are into retirement.
- Michael and Sally C (65 & 63)
Gimli has always treated me with respect and attention and, importantly, listened to what I want to achieve. I have every reason to be happy with the results. He has a friendly, pleasant manner and is able to explain what he has to say in a way that is easily understood, explaining risk or how best to achieve my goals.
He has been patient when listening to my fears and has clearly and thoughtfully explained how the portfolio is structured so as to manage the risk. I wouldn’t hesitate to recommend Gimli to anyone and would be very happy to continue dealing with him for years to come.
- Desmond L (71)