“We highly recommend Jamie from Saint Financial Planning.

From the outset, he has been open, honest & transparent.

He presented us with a free overview of where we were and where we could potentially be in the future.

Not only has he saved us money, he has assisted us to make money for our retirement.

Jamie simplified our superannuation plans making things easy to understand and relatable.

It is hard to think of retirement age when you are ‘young’ or feeling young, it is easy to be blindsided and think ‘things will turn out’ but it is imperative you plan for your future, Jamie has been able to guide and direct us in this respect. We highly recommend Jaime, especially if you are wanting someone who is personable, thorough and responsive. Thanks Jamie for your wonderful assistance and guidance.”

- Brad & Becc

James Beard, as our financial adviser, has shown an ability to understand and respect challenging family complexities and expectations after our farm sale.

With his professional experience and combined coordination with client, accountant and lawyer, options were clearly defined and explained in practical terms.

A cohesive sound strategic plan and ongoing support were carefully resolved.

It is with sincere appreciation this testimonial results.

- Win