"Don explains things in a clear way and is very knowledgeable and up to date with the latest industry developments, strategies and resources. Don is genuinely interested in you as a person and takes great pleasure in helping you reach your goals. He is more than just a financial adviser, his interest in, and ability to see the big picture make him as much a 'life coach' as a financial adviser. We couldn't be happier or more excited for what the future holds."

- Tom

"Don doesn't rush our meetings, he explains things well and is always happy and available to answer any questions. I am very happy to recommend Don"

- Janet

"Don has given us advice on preparing for retirement in a way that we usually understand. I usually receive Don`s full care when we request it."

- Ken

"Don gives very clear accurate advice. He is trustworthy, knowledgeable and understands our requirements. He certainly has a wealth of knowledge and experience. I would highly recommend Don."

 - Andrew

"Don has given me advice in areas including wealth management. Don was usually able to explain things to me in a clear way. Through Don's knowledge and experience, I feel confident that the advice given was right for my needs. I always received Don's full care and attention when I needed it."

- Paul

"Don has given myself, my wife and my son advice in areas including loan products, self managed super fund options life insurances and trauma insurances. Don has always been able to explain things to me in a clear way. Through Don's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Don's full care and attention when needed"

- Adrian

"Don has really helped my husband and myself to understand our assets and to manage them. He's very patient when explaining complex matters. I feel that I have learned a great deal already and that I will keep learning from Don as we move towards full retirement."

- Seana

"Don help me understand and set up my supper and has being giving me advice along the way. His advice and guidance has being of great value. "

- Rodney

"Don to me and Wife Jo is very able and professional and gives us both great confidence in his knowledge and wise decisions which he applies to our conservative needs."

- Don

"Don provided exceptional service and advice. I feel comfortable discussing my money matters with him and confident he has given me the best advice possible."

- Anthony

Does his job well .Have recommended him to others."

- Geoffrey

"Don answered all questions above and beyond without time pressure, very understanding of my circumstances and the needs I have."

- IIona

"Don is very thorough and explains things clearly, also follows through "

- Michelle

"A couple of years ago Don suggested I should go onto a new super plan which seemed a little bit out of the normal but I took up the advice and am very happy with the growth of the fund and also the security as the eggs are well placed and are reviewed every year."

- Tim

"Don offers sound advice appropriate to our life stage, treats both my wife and myself with respect and is transparent with fees and costs."

- Mark

"Don has extensive knowledge of all aspects of financial planning which made me feel comfortable in implementing his recommendations "

- Don

"Don is understanding and has an excellent knowledge of the financial industry. Don has a caring nature which makes him so approachable."

- Sonya

My husband and I came to Don for financial planning advice and have found him to be very easy to work with and extremely helpful. My husband was fairly knowledgeable in the area but is very time poor. I knew nothing and also felt time poor. It's been a relief to know that someone with great expertise is working with us.

Don has the knack of explaining complex matters very clearly and in a way that makes them stick in the mind. I feel much more confident now that I understand things like stocks and super. It's also excellent to have all our assets being managed under the one umbrella. That makes it so easy to see where we are and to work out where we need to get to.

Don has also helped us to look ahead and plan for all eventualities. This meant putting in place better life insurance for me and also better wills with trusts and trustees for us both.

Our personal (and financial) life is complicated by the fact that we have a son who has additional needs and who we expect to be dependent on us for many years. We need to be able to provide for him, quite possibly forever so this adds another layer of complexity.

My Husband and I have a clear aim of retiring fairly young, with enough income to support our children as needed. It sounds so simple! But it will be complex to get there and we aim to continue working closely with Don to ensure that we get there sooner not later. 

I feel that Don will be there with us through life's inevitable curveballs and that his advice will remain solid, expert and delivered with a very personal touch.

- Name withheld for privacy

In recent years I fell on hard times with regard to my health. To say I hit rock bottom as a result, is an absolute understatement. No one anywhere seemed to listen or care. Until I spoke to Don McRae and as a result, my destiny changed from that day forward.

The team, led by Don McRae have ALWAYS been there for me, treated me with respect, and I cannot recommend or rate them highly enough. Without Don McRae and his admin team, I truly believe I would not be here today and I mean that most sincerely.

My dignity and self-respect has been restored purely based upon my dealings with Don and His team. They showed me compassion and were so caring and considerate in their dealings with me , especially during the times when I felt like I had no one to turn to, no future and I was on the brink of suicide. Don made time to travel to WA and then drive four hours south to personally explain documents to me so that I could comprehend them and understand them totally. He always made me feel like I was a valued client. I would have been lost without him. He accepted my calls late at night, sometimes very late (given the time difference between WA and NSW) and on weekends after giving me his personal mobile number on order to contact him at any time. He listened and advised me, calmed and reassured me and as a result, he made the hard yards that much easier for me to deal with. I don’t think he could possibly ever understand how much he has actually done for me.

In what was the darkest few years of my life, I CANNOT thank Don McRae and his Team enough. I will be forever grateful to him and truly believe and credit him for saving my life, changing my fate and giving me a brighter future to live for. I will never forget what Don McRae has done for me and can never repay the kindness and professionalism that his entire team showed me, which as a result, has changed my world.

- Name withheld for privacy

Hi Don, just wanted to say thanks for the excellent support you gave me last year, with some money to invest and Superannuation to sort out I really needed professional guidance. 

The Development and monitoring of a share portfolio that invests in companies across the globe has reassured me that my investment risk is minimised and will continue to grow and be protected for myself and my family.

Your friendly personal manner and professional skills were just what I need to organise and arrange my finances. The welcome I receive from you and all the team members every time I visit makes me feel very comfortable.

- Liz

Don McRae has organised our previously chaotic financial arrangements into a plan that gives us peace of mind for the future. He has explained the pros and cons of various strategies in a clear and detailed manner.

My wife and I consider Don to be a friend and we have not hesitated to recommend him to friends and family.

We now have an achievable goal for our retirement years that has been tailored to our individual needs and we know that Don is always available to assist us if we have any concerns.

- Stephen & Anne

As someone who was struggling to make sense as to how to manage their superannuation, having had unsettling results from previous attempts, it was a relief to find Don and receive expert support and guidance in finding a way forward.  Don is very diligent and efficient in responding to any query or issue regardless of importance. I am now comfortable knowing that I am well supported in making decisions about my superannuation and retirement planning.

- Alison

Don has been our financial advisor for the past 2 years. As new parents, my wife Kylie and I both agreed that it was important for us to not only set our family up for the long term but also to find solutions for any short term ‘speedbumps’. Don’s advice over this period has been invaluable, especially for less than financial savvy people like us.

Don has been able to provide exceptional guidance around structuring our finances to meet our long term goals whilst keeping abreast of current market conditions/forces to ensure our money is working as hard as it can for our benefit.

Don has taken a great interest in our family and I feel that he has our future at the forefront of his mind.

We wouldn’t hesitate in recommending Don to any family or friends who are looking for a financial planner who is both very professional, knowledgeable and down to earth.

- Matt, Kylie & Ollie.

Just wanted to pop you note of thanks for the work you did for me over the last year. I must say that since we combined all my super funds, evaluated my portfolio position/risk posture and implemented strong levels of insurance with your guidance – I feel much better about my long term outlook. It’s nice to have peace of mind for my family and a solid strategy for the coming years. Great work and thanks again!

Cheers

- Jason

We originally approached Don for advice on Superannuation and setting up a plan that best suited our needs and situation. We received great advice and a package tailored specifically to our needs.

Don and his team however are much more than just Superannuation Advisors. Don has a genuine desire to help you plan for the future and ensure you have the best advice and options available. He's not only interested in helping you grow your investments but also in ensuring they are protected both for you and your children in the future.

Don has helped us with our Superannuation, Income & Wealth Protection as well as Estate Planning. His honesty, integrity, depth of knowledge and experience have given us real peace of mind and reassurance that we are in good hands.

What we have worked so hard for is now protected and our Estate will be managed according to our wishes thanks to Don!

- Tom & Liz

The benefits of going through the Estate Planning process with Don was quite eye opening, and provided a holistic view of potential outcomes and options as to ensure that my estate and it’s proceeds are managed in the way I would have wanted. Don took the time to go through all aspects in detail which ensured I had a full understanding and made the process simple which has ensured that I have a full peace of mind.

-  Adam