CONTENT HUB

YOUR SAY REVIEWS

“Codie is great, very reassuring, a great listener and also gets things done so they don’t get forgotten about. Also provides a few nice touches such as birthday and anniversary gifts which are really appreciated. Support from Naomi is great too (as it was from Rebecca previously).”

“Better investment returns”

“You are the always so promptly when needed.”

“Just need to get things spot on first time.”

“Constant communication and always willing to listen when things ain’t going too well.”

“I had been a client of Chamberlyns for nearly ten years and was very satisfied with the investment advice, the level of service and the quality of input from Michael and the team – I valued the “boutique” style of operation. I am appreciative that Georgia has continued as our Relationship Manager, I was disappointed to see Michael disappear and with no discernible communication. I appreciate the considered investment approach, the level of communication and I recognise that there is an increased level of data / reporting. It all feels a little like dealing with the bank – sound business but very reliant on strength of Relationship Manager. CPW is clearly a well structured and quality Financial Advisory company, it is nonetheless not boutique and therefore remains fairly remote from its clients.”

“Working with the Peter and his team has been really smooth and easy. Always reassuring for the approach and journey we’re on, including transparent and honest feedback and inputs. Always on hand to respond to ad-hoc advise. Have reassurance of a personal approach with the backing of a reputable brand. Improvements would be mainly around more efficiency (i.e tool rather than word doc to capture annual spend/income) and communicating for ad-hoc items. More nice to haves though..”

“Codie is simply brilliant, knowledgeable and reassuring. Our meetings are so productive and great to be part of. It 100% feels like ‘our’ plan.”

“Regular updates and clear advice.”

“Excellent and professional service from Marie and team.”

“Delighted with the team.”

“We are pleased with the advice received from Darcy and the annual presentation and catch up’s. The newsletters are also useful.”

“Good People.”

“We feel confident in your advice and strategy with investments. We miss the little attentions to clients – these now seemed to be reserved for employees of CPW. Cooper Parry Accelerate seems clunky and does not update every day. We can be more specific about Accelerate versus Transact when the tax statement is available.”

“Professional, clear, consistent.”

“The team are always responsive and happy to help answer wider questions that can inform our decision making. And they’re patient! To improve – we find it difficult to fully trust an advisor, so it’s important to feel we’re not just being sold more products. Some of the answers to questions do feel formulaic / unsophisticated – like timing of investment and comparative assumptions on investment alternatives. But overall very happy. “