TESTIMONIALS

Stuart is one of the few people in our life that we really feel comfortable with and have trust in dealing with our financial affairs.
We will always recommend Stuart's trusted service and advice to our family and friends.

We have known Stuart for 14 years since retirement and have found Stuart to be loyal, trustworthy and friendly.
He has helped us with our financial situation, Centrelink and also our journey as we built our new home.
We are pleased with his work and will not hesitate to refer him to our family and friends.

Stuart was recommended to us by friends when we recently downsized and retired to the coast.
He prepared a detailed proposal specifically tailored to our needs and organised concession cards that we didn’t think we were entitled to.
Stuart always makes himself available to explain aspects of our retirement plan and we feel very comfortable with his approach.
We would definitely recommend Stuart to anyone seeking financial advice around planning for their retirement..

Stuart has been looking after our superannuation and investment management for the past 17 years, and at all times we have found him to be a reliable and friendly advisor. Stuart provides regular feedback and we have total confidence with his advice throughout the ups and downs of the financial systems.
We would have no hesitation in recommending Stuart for anyone seeking long or short term financial advice.

Stuart has been our financial advisor for 10 years, advising on our superannuation and investment management. When I retired 7 years ago Stuart advised and recommended a strategy that would provide a conservative and manageable plan for our years of retirement.
His advice has given us a sense of financial security for years to come.
We have found Stuart to be an ethical and dedicated advisor and would highly recommend him .

Ten years ago my husband and I began to plan for our retirement. We were recommended Stuart by our accountant at the time. Stuart set up our Superannuation Fund.
From day one we have had confidence in Stuart, and felt that he has always been honest, upfront and always had our best interests at heart. Since my husband’s passing six years ago, Stuart has made me feel my finances are safe now and into the future.

Stuart Carboon was recommended to us several years ago by our accountant. We were immediately impressed by Stuart’s understanding of our financial situation and his friendly dedication to finding us the best outcome for our future retirement.
Stuart has always been available to assist with any queries and will promptly attend to any changes or correspondence regarding our finances. We highly recommend Stuart at “Retirement Mentors”.

We were very satisfied with the advice given. Stuart understood our financial situation then and has continued to provide excellent advice as to how we should plan for our future in retirement.

Stuart Carboon has managed my financial planning needs for many years and has demonstrated an expertise in leveraging the investment market to deliver the best returns for my investment strategy. He provides regular feedback on investment portfolios and market status. Additional services provided have maximised my Centrelink and Taxation entitlements. I can think of no better a person to provide knowledgeable, professional, and importantly trustworthy financial advice and management.