Bruce and Susan Dennison
We were introduced to Steve via our Bank Manager at the time back in 2007, when we were considering selling our business and were therefore reviewing our retirement options. Despite dealing previously with our accountant for any financial advice we required, we were prepared to listen to a second opinion offered by the bank. Steve went out of his way to come and see us on several occasions, both at work and at home and we were impressed with his enthusiasm and willingness to help us. When we sold the business we decided to accept his retirement planning solutions and subsequently we have continued to have these reviewed regularly with him despite him changing employer. Steve keeps us up to date with all legislative changes and makes the extra effort to make sure all our financial affairs are in order, introducing us to other professionals at David Allen. We would highly recommend Steve and his expertise to anyone seeking financial planning advice.