We were referred to Ross McConachie during the Global Financial Crisis after we had received poor advice from a former adviser. We are now confident that our money is being invested properly, and we are now confident about our future financial health.

Ross engages his clients in the investment program. We find his advice easy to understand and follow. He cares about his clients.

Mick and Jolaine

When considering retirement, a major question for us – as it can be for many others – was, “Who do we turn to to manage our retirement funds?”

For some, it can be a complex, bewildering decision but, for us, Ross McConachie was the stand-out person who answered our needs.

In concert with us he devised a plan which suited our two primary goals – to conserve our retirement funds whilst providing for our regular living expenses.

We’ve found, however, that Ross is not a professional who rests on his laurels – he is proactive in providing advice whenever a situation calls for it.

We are happy to recommend Ross McConachie.

Colin and Judith