What our clients are saying about us
We have been with Beach Wealth Advisers for over ten years.
Leading up to retirement Beach Wealth Advisers assessed our financial position and offered a number of options to secure and optimise our finances.
The objective was to retire with a portfolio of investments that would provide us with a comfortable financial income whilst paying little or no tax once we retired.
Our experience with Beach Wealth Advisers was friendly, professional and stress free. We are now both retired and have a solid income which allows us to choose our lifestyle, instead of our financial position restricting our lifestyle.
Beach Wealth Advisers constantly monitor our portfolio and we are welcome to contact them at any time if we have any queries.
It is a pleasure to deal with Beach Wealth Advisers as all staff are friendly, helpful and professional.
In late 2015 we entered into an agreement with Beach Wealth Advisers to administer and advise on my elderly mother’s financial affairs after the death of her husband.
We were recommended to meet with Greg Duff, and we can see why he comes with such great praise.
Neither my mother or myself have any formal financial experience so we were completely in Greg’s hands. Added to that were the complexities of my late step father’s Will, which required a one off individual actuarial review by Centrelink which was unique. Greg liaised with Centrelink and managed to get us a favourable outcome. At all times he kept us fully informed of where we were at.
Greg was able to visit my mother at her house to discuss her circumstances and his advice, which was particularly convenient.
Not only would we thoroughly recommend Greg on a professional basis, we would also recommend him due to his personal warmth and friendship.