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)

Like many people I did not take much notice of my superannuation fund. Retirement seemed somewhere in the distant future with a busy family and work life taking priority. Fast forward to 2015 and I found myself in Brodie Martins office discussing my GESB account. His knowledge of GESB has given me options I had little idea about. I am in the fortunate position to be able to fully salary sacrifice, allowing my superannuation to grow and minimise tax. Like many women I was in and out of the workforce and also working part time so my superannuation was not as healthy as a full time worker. It’s now growing rapidly, which is a good thing as retirement is now no longer in the distant future!

Leanne

At a stage in my life where I wished to transition to retirement, Brad provided the best options for me. I have been able to cut back to four teaching days with what appears to be very little difference in take home pay. Any queries I’ve had, Brad has patiently explained them to me. I am glad a friend recommended Profusion Planning.

Karyn

Brad was recommended to me originally because he is particularly knowledgeable about government superannuation. He has inspired confidence in us through his knowledge and expertise. He has shown an appreciation of our particular circumstances and needs. Brad has proven to be reliable and dependable. He's ever willing to advise, and makes himself available, even at short notice. He has a friendly and relaxed manner.

Neil