• Stephen has been our financial adviser for many years and during our dealings we have found him to be honest, straight forward and reliable. He is explicit in his explanations while ensuring that he does not speak in technical financial jargon, but plain simple English so we understand everything he is telling us. Our best interests are always foremost in Stephen’s mind and I feel so fortunate to have him as my financial adviser.

    Peter and Anne L
  • Dear Stephen, Your knowledge and experience has given us the confidence to know that our SMSF is being run properly. Your strategies have also provided us with some amazing results which we had no idea we could achieve. Thank you so much.

    Bob and Rachel B
  • Dear Stephen, We are so grateful to have found you after being referred to you by good friends of ours. You have shown us the way to financial freedom when we couldn’t find our way and the confidence in knowing that our financial future is assured. Thank You.

    John and Megan R
  • Dear Stephen, Your expert guidance has provided us with peace of mind and the retirement we always dreamed of but did not think we would ever achieve. We cannot thank you enough!!

    Richard and Deb S
  • As always, having Stephen James guiding us through the financial minefields is the very best way to achieve peace of mind.

    We are more than comfortable that our financial future is secure and in the very best of care with thanks to Stephen.

    Noelene and Brian K