"I was very lucky to find Stephen Coulston by accident when I walked into Quadrant Financial Planning Wodonga with a general query.  I was a single retired lady pensioner.  Stephen has shown empathy for my needs, taken the time to understand my lifestyle, shown great patience even when I frustrate, and encouraged me to learn something about my portfolio, Allocated Pension, Centrelink and Aged Care ramifications.  Stephen has shown respect and has never patronised me.  I would recommend him to any retired person looking for the best outcome with their retirement funds."

-- Patricia Palmer-Lee --

 

"We have been clients of Neil's for many many years and there could not be a better Adviser anywhere have no complaints at all. "

-- Brenda & Kevin Brown --

 "Neil is a very knowledgeable man, very easy to talk too and very experienced in his field of work Neil will go the extra mile to get a fantastic result for myself in my financial matters I have been a client of Neil's for many years and will continue to be for many more to come "

-- Bernadette--

 

"Neil is always so professional and dedicated to his clients. He strives to achieve the most efficient and comprehensive service possible. Thoroughly recommend his services to all people looking to invest or secure their financial future"

-- Carla  --

 

"Neil has always been a great adviser for as long as I have known him over the past 15 years. He has always been professional and ethical in his dealings with me and I am always happy to speak to him about my financial affairs and how I am travelling. I hope he does well in the future"

-- Rob --

 

 "When I first looked for an advisor Neil was the only potential advisor who told me what I wanted to know rather than what I may have wanted to hear."

--Barbara--

 

"Neil is the ideal advisor for us, always ready to answer any questions, or to have regular meetings to update us on any new policies that may affect our portfolio. Has a nice easy going personality, someone in whom we can trust our life savings. Totally satisfied."

--Robert--

 

 "Neil is clearly an expert in his industry. We felt very reassured, comfortable and confident in his assessment and advise. Very accommodating basically wouldn’t have a clue what we would have done without him."

--Meagan--

 

"I have been a client with Neil since 2006. He has helped me with my super investments and has helped me through my retirement process. His door is always open if I need any financial help and time is not a problem to him. I would recommend him to anyone that needs financial help. "

--Hazel--

 

"Neil has looked after me for many years and I rely on him to handle all of my financial affairs with my investment and also looking after my Centerlink payments. I trust him completely and I hope to be with him for many years to come"

--Ronnie--

 

"Neil was recommended to us several years ago now and during our time and dealings with him we have found him to be courteous and honest and if you do have to phone him with any questions or enquiries our calls are answered promptly. Nothing is ever too much trouble for Neil to help you.

--Rob & Pam--

 

ft logo new

Quadrant Securities Wodonga Pty Ltd ATF QS Wodonga Unit Trust (CAR No. 1261334),  are Corporate Authorised Representatives of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.