What our clients are saying about us
My parents had been with Beach Wealth Advisers for many years. They always spoke very highly of their team of advisers and admin staff. Greg’s professionalism and in-depth knowledge was invaluable to my parents who had a very comfortable retirement.
I became involved with Greg as my parents aged and I started to assist them with their finances. His sincere empathy and care for my mother following my father’s passing complimented his thorough knowledge of his business and his ability to tailor financial advice for the change in my mother’s life. Both my mother and I would not have been able to navigate the documentation for pension and fund requirements had Greg not been our adviser. More recently, Greg has assisted me with the requirements for closing pension funds of my mother’s Estate.
Greg’s genuine rapport curbed by an ethical, clear, rational approach to money and his ability to tailor superannuation, investments and knowledge of regulations impressed me. This led my husband and I to become clients of Greg and have found that sincere concern and adaptation of his skills to manage our life finances suit our aged related needs. I have no hesitation in recommending Greg Duff as a caring, considerate adviser with very high ethical standards and a very strong knowledge of the many areas of monetary management and investment.
Kane has always been polite, respectful, and non-judgemental. He has offered constructive advice, and has gone “the extra mile” in forecasting and modelling alternative outcomes. He is open to ideas, and warmly helps to achieve great outcomes.
I have been with Tim for 20 years and have found his wealth of knowledge and experience to be exemplary. He has been able to guide us through some tricky times. Any problems or questions that have arisen have been dealt with promptly and efficiently. He always has regular face to face meetings to keep us to date and informed regarding our Superannuation and investments as well as newsletters, emails and phone conversations. We feel very fortunate to have someone as qualified as Tim looking after our affairs.
We have been extremely happy with the way Greg has handled our Financial Investments. His advice has been invaluable and he has always achieved the best results possible for us.
Kane has been managing our finances since we sold our business and retired in 2019. He is extremely knowledgeable about the tax and superannuation systems. He explains everything in such a clear and concise way that we always feel confident that we understand the actions he is recommending. He responds quickly to any queries and resolves issues quickly. We have also found Kane to be very friendly and interested in what we are doing so we enjoy our annual catch ups. We would definitely recommend Kane as a financial adviser. We feel that our finances are in safe hands.
I have always found Tim to be polite and approachable. He takes care to explain difficult concepts and always checks to ensure that I understand. I feel that he is very trustworthy, knowledgeable and is up to date with current events, in the financial sense.
Kane was highly recommended to me by a friend. I have always found him easy to communicate with and he is always prompt with replying to any email queries that I may have. His main attribute, in my opinion, is his patience explaining financial steps and strategies that will optimise my financial situation. Thank you Kane – a gold star for you!!
Tim has a strong empathy for client needs and aspirations along with an honesty in identifying consequences of strategies identified. His advice is always contingent on strong ethical considerations.
Kane is very easy to talk to. Easy to contact. He is managing our 2 super accounts and we very happy with the outcome.
As a nurse with very limited financial knowledge or expertise, Greg has made a very big difference to my finances. He has a respectful, understanding smile when he needs to explain details again to me and I trust him completely.
Kane is highly professional in his approach. He cares about the personal and financial situation in finding the best outcomes. This is evidenced in the time he gives for his face to face meetings, and the prompt responses to questions and queries.
We have been with Beach Wealth Advisers for over ten years.
Leading up to retirement Beach Wealth Advisers assessed our financial position and offered a number of options to secure and optimise our finances.
The objective was to retire with a portfolio of investments that would provide us with a comfortable financial income whilst paying little or no tax once we retired.
Our experience with Beach Wealth Advisers was friendly, professional and stress free. We are now both retired and have a solid income which allows us to choose our lifestyle, instead of our financial position restricting our lifestyle.
Beach Wealth Advisers constantly monitor our portfolio and we are welcome to contact them at any time if we have any queries.
It is a pleasure to deal with Beach Wealth Advisers as all staff are friendly, helpful and professional.
In late 2015 we entered into an agreement with Beach Wealth Advisers to administer and advise on my elderly mother’s financial affairs after the death of her husband.
We were recommended to meet with Greg Duff, and we can see why he comes with such great praise.
Neither my mother or myself have any formal financial experience so we were completely in Greg’s hands. Added to that were the complexities of my late step father’s Will, which required a one off individual actuarial review by Centrelink which was unique. Greg liaised with Centrelink and managed to get us a favourable outcome. At all times he kept us fully informed of where we were at.
Greg was able to visit my mother at her house to discuss her circumstances and his advice, which was particularly convenient.
Not only would we thoroughly recommend Greg on a professional basis, we would also recommend him due to his personal warmth and friendship.
Kane has always been considerate of my lifestyle needs and available resources, when providing informed and sound management of my financial situation. He explains financial strategies to me in a clear and informed manner, and I have found him to be readily contactable. Coupled with his skills in financial management, it is the effort Kane makes to understand his clients individual lifestyle and interests, that is important to me.
Kane is approachable, supportive and knowledgeable with his advice. We feel very comfortable and secure with Kane’s recommendations and highly recommend his services.
I am very pleased with the advice from and services offered by Tim. He has a very deep understanding and extensive knowledge of all facets of financial strategies for a comfortable retirement, and together with his staff, have been instrumental in assisting us to live a full and comfortable retirement free of any worry or concern about our financial situation. He is always available to assist with any queries we may have, and he communicates in a clear and concise manner that is easily understood. I have the highest regard for Tim and all his staff, and feel proud to recommend them to any prospective client seeking their services and expertise.
Greg has always been excellent to work with. He takes the time to listen to and clearly understand my goals, and works hard to find the best solutions. Greg’s assistance in dealing with Centrelink has been invaluable – he is always willing to go the extra mile to ensure his clients are treated fairly. His knowledge of the different avenues of investment is excellent and he is clearly up to date with current trends. Greg’s communication is clear, concise and timely. I am a long term client of Greg’s and look forward to many more years working together.
Tim has been my financial adviser for many years. I totally trust him and the advice that he has given my over the years. He is honest, reliable, proactive, on the ball when it comes to current advice and what government policy changes will affect my portfolio. I would have no hesitation in recommending Tim to anybody looking for sound financial advice.
Kane does a remarkable job of explaining financial matters to me, someone who describes herself as being completely financially illiterate! Kane was recommended to me by a friend when I was about to retire and needed to manage assets, investments, additional income from book royalties, and communications with Centrelink. Like every accountant and tax agent I have employed over my professional life, the complexities of Educational Lending Rights, Public Lending Rights, royalties from a publisher and the associated work requirements of an active author were not their everyday business. Even Centrelink had no idea how to assess this income and how it should affect my Age Pension payments. Kane was quick to develop an impressive understanding of the various payments from government bodies and publishers. More importantly, he explained to Centrelink (over and over and over again) how these random payments worked, why I did not need to participate in fortnightly reporting, and on occasions – why my pension payment should be higher than it was! I still don’t fully understand what Kane does, but that’s nothing to do with him. For anyone who needs help navigating their investments or retirement, I have no hesitation at all in recommending Kane.
Greg is always extremely professional in his consultations, while being friendly, approachable and easily-accessible at all times. Very highly recommended!
Tim is always clear in his explanations. He is friendly and interested in my fanatical needs and concerns. I continue to be happy with his advice and find him and his staff very approachable.
Greg was recommended to us when it became clear my parents needed financial advice in the final stage of their life. After they died, I felt confident and comfortable engaging Greg to manage my superannuation and my parents’ estate. My husband and I often reflect on how fortunate we are to have Greg on our team. Everything is managed with the utmost professionalism. Information is dispensed in such a way as to be useful and meaningful, I never feel as though my frequent questions are silly, or that I should already know the answer. We are happy and loyal clients!
Since we became clients of Tim many years ago we feel we have developed a real relationship with him both on a business and personal level, it’s nice to sit down and have a general chat and laugh before getting down to business. Tim helps us understand things and is always willing to be challenged, his knowledge and advice has been invaluable. We are very happy with the performance of our portfolios which Tim has set up especially in these trying times and would and HAVE recommended Tim to quite a few of our friends. We also love dealing with the rest of his staff when need be.
I couldn’t recommend Kane’s services more highly, and have done so for several of my friends, family and colleagues. Kane is personable and easy to relate to, and yet I have found his professional ability to grasp and interpret the complexities of financial planning to a layman like myself, extremely valuable (and a relief).
I have worked with Beach Wealth Advisers since its inception. Being a novice at investment but anticipating a long retirement Tim has helped me develop an appropriate portfolio. I have appreciated Tim’s ability to translate the complicated to sufficient simplicity for me to feel confident in the planned direction. Tim and his staff respond quickly and courteously to requests, and regularly keep me informed of progress. The end result means I can sleep well at night.
We recently visited Kane to look thoroughly into our pension payments and superannuation investments. Kane was extremely knowledgeable in every aspect of pensions, tax, Centrelink planning that we required. Kane took the time to explain everything to us so that we clearly understood everything that he recommended. I would highly recommend Kane’s services to anyone who needed financial planning, we couldn’t be happier with the service we received. Thank you, Kane.
Tim has consistently given advice specific to our family circumstances, in contrast to previous ‘one size fits all’ advice from other organizations.
Greg has provided both my husband and myself with sound, comprehensive advice regarding our superannuation conversion to retirement planning and investments for several years now. He is able to explain to us in a manner that is easy to understand and is able to answer most satisfactorily any questions we have. Through Greg’s knowledge and experience, particularly of our circumstances, we feel very confident that the advice we receive is right for our needs. Greg is always readily available to talk with us outside of our scheduled meetings . We are extremely satisfied with Greg’s services and would not hesitate to recommend him to any prospective new client.
Tim has always taken the time to explain things thoroughly and in plain English. He and his team are very responsive to keeping me updated and I am very happy with how my financial affairs are progressing since starting to work with Tim. He gives me great peace of mind knowing that everything is being looked after.