Testimonials
Finance made better by our team of experts
What our Clients have said
Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools.
I cannot recommend talking to Broker highly enough about planning for your life goals. The process involves a thorough examination of your finances which allows them discuss the art of the possible for the future.
John O’Grady, CFA
CEO Rankin Associates
Broker’s service is excellent, I am very satisfied that I received the best advice. They takes the stress out of financial planning and assurance shopping by providing independent, honest, competitive quotes in a clear manner.
Stephanie Daniels
Franklin Limited
Broker is professional, friendly, efficient, pay attention to detail and is always there to assist me. I have full confidence in Broker and have recommended them on numerous occasions to clients and business partners.
Jeffrey Ross, CFA
CEO and Strategic Allocation
I have used the services of Broker Financial Planning on a number of occasions and found them to be trustworthy and knowledgeable in all financial matters including investments, savings and insurance.
Alyona Li
Peters Associates
Broker did a risk assessment of potential future needs and how we could plan for those eventualities. They bring a wealth of knowledge as well as a personal touch so often missing from the larger institutions.
Richard Watkins
MD of Perkins Associates
We are delighted with where our finances are to date and would recommend Broker to anyone seeking financial planning. They are a pleasure to deal with, and will provide you with a solution.
Danielle Hart
CEO Jones & Co.