Client Experiences

All client testimonials

• I was attracted to James’s business by the online referees and comments and have since been very happy with the choice. James has been very patient and professional in rebuilding my superannuation portfolio and the results are pleasing. I very much appreciate his depth of knowledge and his personal skills.

  Geoffrey Todd

• We have found dealing with James a worthwhile experience as he listens to what you require and that investments are reviewed and information to us is clear. We found James helped our transition into retirement an easy experience and very grateful for his expertise. 5 stars all the way !!

  Craig Pullen

• James was incredibly helpful and prompt in his responses. Very accurate in the analysis of the real estate market and my personal, financial circumstances. In just a few hours we understood the best-case scenario, in my situation, and he guided me towards positive and reassuring final decisions to be made. He really placed my personal and financial needs first and we went from there. I really appreciated the honesty in his judgment and of course his valuable knowledge.

  Marta Lentisco

• I have referred James to other colleagues as I find him to be very open and honest. He understands my husband’s and my needs and is always on top of everything. He has great knowledge of superannuation and financial matters. James is always a pleasure to deal with, and we highly recommend his services.

  Jenelle Edwards

• Having been referred to James by a colleague, I found his industry knowledge exceptional. His approach to my financial plan was holistic as he took consideration of what was happening in my life with a short to medium set up. James is also a great people person and very personable whilst maintaining strong professionalism. I can thoroughly recommend James Hayes without hesitation.

  Robert Stewart

• I contacted James for advice with my superannuation policies, he put my mind at rest from the first phone conversation, I appreciated his support and advice in making a decision. No attempt was made to pin me down, allowing me time to consider my options. When a date was made to call me back, he did. He continues to stay in touch and offer guidance. I’m happy with the advice and the results I’m benefiting from.

  Allan Cavanagh

• James has been my family’s financial advisor for the past 6 years. He has looked after our super and life insurance and provided invaluable financial advice. We have used other advisors previously; however, none have offered James’s understanding of our situation and what options might be available to us that we are not aware of. He is a pleasure to deal with, and I would highly recommend him.

  Matt Woodroffe

• James has looked after my family and me for many years. I trust James and he has really helped us understand what we need to do to reach our financial goals. I can’t recommend anyone more than James!

  Andrew Rockliff

• I have been working with James for almost 20 years. I’ve always been happy to make fun of the financial planning game, but my God we were grateful to have it in place when things went wrong. Thank you, James, for your hard work and diligence in helping with the claim and with establishing a great network of financial support and advice, which I’ve been leveraging for years.

  Rhys Baker

• James exhibits the essential attributes and qualities required to be an asset on any person’s path to financial freedom and security. Working with James, I have seen clients benefit from his interactions and instruction and I’m sure many more will.

  Mark Cameron

• Very knowledgeable, tailors an approach and advice to suit each individual’s needs and goals. Great communication, never “too busy”, whether it’s a chat over coffee or a meeting in the office, James’ expertise coupled with a friendly approach is refreshing for those of us who sometimes get lost in the complexities of the industry!

  Nigel

• I would like to express my thanks and appreciation for the work and expertise you have done and provided over the past years. I not only consider you my advisor, but we have become friends over the years and again I appreciate the help you have given me. You have gone on to extend the same help to my now adult children. May you prosper along with your clients.

  Jeremy Bressick

• James Hayes managed my super and investment portfolio for 5+ years, and I couldn’t be happier with not only the results, but the communication and overall professionalism provided. I highly recommend.

  Joe Boy

• I’ve been lucky enough to have James looking after my financial affairs for many years and couldn’t be happier. Genuine guy with exceptional industry knowledge.

  Pietro Di Ciaccio

• I’ve been using James as my financial planner for just over 5 years now. He’s done an amazing job with my super and would recommend him.

  Laura Stevenson

• Really great advice and explained to a non-financial person so well! Happy to recommend.

  Lyn Bradshaw