Contact us on 0418626914

Suite 7, 61 Dundas Court, Phillip, ACT, 2606

Testimonials

  • Dear Sumer & Tina,

    It has taken me too long to send this card of thanks to you both. I am sorry life just gets a bit too busy at times! Anyway I really appreciate what you both did to help me get my loan refinanced, it was a battle I know. Lets just hope I can pay it off now!! I will keep in touch.

     

    Kind regards, Cath Hilman.

     

     

    Sumer provided a very professional service tailored to our individual needs and always provided us with the best financial advice and package.

     

    -Eric Fairall

     

     

    We have already recommended him to work colleagues.  Sumer was always ready to spend time explaining things and he really understands his area of expertise.  He made a complicated subject understandable and took us on the journey with calmness and professionalism.

     

    -Paul Whittingham

     

     

    He listens, understands and works toward your goal, not his or any company targets or approaches.

     

    -Raymond Young

     

     

    Nothing was too difficult. My situation was not a standard run of the mill situation and had some quite specific requirements that needed to be met to maximize the return and minimize the tax liability as well as advance payment of interest.  Dealing with CBA was particularly frustrating and if not for Sumer’s patience and persistence to achieve the desired outcomes I would have changed institutions.  I am well pleased with the final result and I believe Sumer has lost much hair from his head as a consequence for which I’m rather sad about.    

     

    -Claude D’Abrera

     

     

    Sumer has been a fabulous help to me over the past few month in organizing my finances and refinancing my home loan post separation. He was professional, courteous, efficient and understanding in every dealing I had with him. I am very grateful for Sumer’s assistance. 

     

    -Anona Taylor

     

     

    Best customer service we have ever received. 

     

    -Garry French

     

     

    Friendly, helpful, very good follow up and patience

     

    -Michael Gawalski

     

     

    He helped me to refinance and guided me through from the beginning to the end point.  I am very happy.

     

    -Alexandria Connolly

     

     

    His professionalism, integrity and financial knowledge is  impressive

     

    -Louise Cooper-Finch

     

     

    Dear Sumer, Just a little something to express my gratitude for your help sorting out my mortgage last year. You were extremely helpful at what was a particularly difficult and stressful time. My beautiful daughter and I are now happily enjoying living in our own home, thanks in large part to you. Thanks again. 

     

    -Anona Taylor

     

     

    We would like to say thank you for all you have done for us over the years (most times at short notice). We really do appreciate your willingness to help us out no matter the issue. Like i always say to you Sumer, you are a star!

     

    -Terry and Patricia