What people say?
After recently inheriting, I was in need of some solid advice to secure my impending retirement and leave a legacy for my family, which also involved estate planning. Many of my friends and work colleagues had recommended their "super duo" to me. So, I thought I'd better check them out as well as 2 other advisers which came recommended to me by others. The "super duo" (Simon & Rod) stood out above them all and I couldn't wait to get the ball rolling with them! Ultimately, I chose them because they listened and understood my needs, and I know they will be there for me and my family every step of the way throughout our different stages in life, guiding and advising and doing the very best for us now and well into the future. Their knowledgeable of finance and retirement, and passion for caring and looking after their clients is obvious. They're there with you all the way. They take the stress out; taking care of everything (i.e. reports, paper work, applications, tax returns) organizing it all, and are reasonably priced, too. Put simply, they are honest, straightforward, unpretentious guys who really know their stuff and I am now recommending them to all my best friends, too!
Approximately 18 months ago my husband & I decided to look into retiring early, (we were 52 & 56). We were quite nervous as it is such a big leap, from the minute we met Simon we felt completely at ease and confident with his advise and direction. He and his staff go above & beyond, all of our queries are answered within 24 hours. We are so happy with all he has done for us & regularly recommend him to friends & family. Now we are very happily retired at 54 & 58!
After being impressed with Simon’s initial advice and manner I enlisted him to set up a SMSF for me. During this process Simon has been receptive to my queries and concerns and his considered responses have been communicated in a way that I am able to understand. I particularly like that I can be confident that a phone call, email or text will be answered either immediately or within a short time-frame. I am a relatively new client and we are still in the process of setting everything up but I feel confident about the direction in which we are headed and that I am in capable hands.
We have been with Simon Kelman for over 3 years now. We are impressed by Simon’s knowledge of the investment Industry and environment. Simon is honest and doesn’t take hidden commissions or otherwise which makes him a true independant source of financial advice. We have found Simons attention to detail regarding compliance and associated regulatory requirements first class which gives us confidence for the future in dealing with the ATO & regulatory authorities. Simon is always contactable, communicative & very pleasant to deal with. His advice is honest & transparent. We are so pleased with Simon Kelman’s professional advice that we have recommended him to family & friends.
From the moment we met Simon we instantly felt comfortable and at ease discussing our personal finances. It was nice to finally meet an advisor who took an interest in us personally, making the time to discover what our financial goals are and giving us clear, realistic time frames on how to achieve those goals. We feel like highly valued clients and are attended to promptly when required. Simon’s high level of professionalism, diligence, and honesty makes him a highly regarded advisor. And for that, we recommend his services to anyone.