Dan and Jarod did a fantastic job in assessing our needs and walking us through the entire process of our first major financial investment. Both guys are a wealth of knowledge, easy to talk to and have a great sense of humour, they educated …

We were recommended to meet with Jarod by a friend. His knowledge and enthusiasm were a great fit for us and we felt very comfortable having his guidance as we ventured into our first investment. He was very patient, teaching us about our …

I have been working with Jarod over the past 2 months to develop my retirement strategy based on a early retirement with a sustained ongoing level of income and needless to say, he came up with a master plan that exceeded my expectations. …

I'm a self confessed control freak and as such the decision to hand over any sort of financial responsibility to someone other than myself is a little foreign, however... I have no hesitation in providing a glowing reputation to Jarod and …

It was an absolute pleasure working with Dan and Jarod in getting a top down view of my finances. They were able to provide some valuable information about my financial health and how to reach some of my financial goals. I’d highly …