I have had the pleasure of working with Brad from Profusion Planning. Brad is friendly, approachable and knowledgeable in his field of finance. Furthermore, Brad has good communication skills and supportive of novice clients, such as myself. He has been instrumental in effectively assisting me on many occasions to set goals and implement strategies to set up a comfortable financial future. Brad and the friendly staff at Profusion have helped with the preparation of a long term financial plan involving: a Transition to Retirement strategy, a superannuation pension, preparation of a new will and enduring power of attorney documents, advice on the sale and purchase of property, advice on taxation changes and on running a self-managed super fund.
Jenny (Teacher)