Our business grows through word of mouth. Below are a sample of comments made by existing long-term clients:
To Whom It May Concern: It is with pleasure that I write confirming my professional relationship with Craig Smith. I have been dealing with Craig as my (and my family’s) primary personal wealth and risk advisor for over 15 years. In that time we have met regularly (once or twice year) where we reviewed our personal financial position in areas such as Life Insurance, Income Protection Insurance, Trauma Insurance, Estate Planning, Superannuation and more recently with Craig’s assistance we have established our own Self Managed Super Fund. At all times in my dealings with Craig I have found him to take a keen interest in maximising my outcomes whilst minimising any risks. He has a passion for his business and long term Customer relationship. I have no hesitation in recommending Craig Smith.
To Whom It May Concern: I have known Craig for over ten years and throughout this period Craig has consistently exhibited qualities that I highly value in a financial planner – integrity, honesty, professionalism and persistence. The latter has been particularly important as many would have decided that it was all “too hard” but Craig has consistently called and offered customer service without any hint of frustration. In fact, there has always been a high level of understanding of the various situations that I have found myself in. His straightforward approach has meant that there are no hidden agendas and that I can feel comfortable that I am receiving advice that will genuinely benefit me. I believe that Craig offers a unique service as he truly cares about the financial outcomes for his clients.
I have been a client of Craig Smith and Associates for over 21 years, since 1991, where our initial relationship was to cover all our insurance needs. Over this time we have expanded our financial dealings with Craig to include Life Insurance, Trauma cover, Income Protection, Managed Funds and all our families’ superannuation needs including our Family Self Managed Superannuation Fund. My initial selection and further continuation of my financial relationship with Craig is as much based on his personal integrity and honesty as much as his detailed product knowledge and ability to help minimise costs and deliver a diverse range of financial products. I consider Craig a personal family friend now and as such I have recommended his services to several other friends who have also gained the benefit of Craig’s personal services and up to date advice and would have no hesitation in recommending his services to anyone else. Regards