Much more than money

Due to a few reasons, I’ve been putting off going to a Financial Advisor for years. However, if I knew I would meet people there like Trevor, I would have gone sooner. He is the perfect balance between personal and professional, and presents all information (the good, the bad and the ugly!) all in a digestible way. Highly recommend.

My wife and myself have been working together with Trevor from Much for many years now. He and his team have been instrumental in so many things during our personal journey (without Jaan I think we still wouldn't have a house loan :-)) and also in growing my business. Trevor doesn't just give financial advice and helps with making proper investments; he tailers it all to your personal lifestyle and believes and coaches you in the most positive way when things seem a bit uncertain.

Much More Than Money were recommended to us by friends, and I am here to return the favour and recommend them to others. Nourah and her team have helped us to plan for retirement, and to work out the best solution for our situation. Nourah and her team have been professional and thorough throughout the process....and have turned retirement from a scary and confronting thing, into something exciting and wonderful. They will be helping us to put everything into place, and we will be going forward knowing that Nourah and her team have helped us to find the best solution for us. Highly recommend Much and their services.

It was a chance meeting whilst I was with my accountant in October 2001, 23 years ago, that I first came into contact with a financial advisor from Much More than Money or Godfrey Pembroke as it was then known. On my accountant’s recommendation, I then entrusted my financial affairs and retirement planning to them. Until then I had been managing my own retirement, not very well I might add, making poor decisions and less than average returns. My then financial planner consolidated my investments into one portfolio, and I haven’t looked back since. Upon his retirement I was then allocated my current financial advisor, David Rule, who, with his team, has again continued to effectively manage my financial and retirement planning, providing me with a seamless transition, adjusting and maintaining my portfolio to ensure it is reflective of my lifestyle and family objectives. The advice ranges from cash management, investment options to maximise my returns, estate planning and navigating through the various family needs and priorities that inevitably arise from time to time. On this last matter the name change to Much More than Money is a true reflection of the values my advisor and his team adopt when managing my financial affairs and the importance they place on ensuring that you are personally their priority. The fact that I have been with the company for more than 23 years is testament to the value I place on their service and advice and know that under their stewardship I do not have to worry about my future financial needs. Highly recommended is probably understating my rating of their service.

My wife and I have been impressed by the professionalism and availability of the organisation's team as a whole, and especially the availability of our Key contact Trevor.bransdon and his immediate team members. They have managed complex tasks and requirements for us. Clients like us who have transitioned from career to retirement and relocation will especially benefit from the organisations experience helping people through this life changing experience.

Jaan was an incredible help sorting out our mortgage and securing us a new one. Our situation was complex - multiple properties, own a company, maternity leave, times aligning etc. Nothing was too much trouble and he always took the time to explain things so we understood where we were in the process and what was to come next. We would highly recommend Jaan and his team.

It’s been a 3 year long game since when I first got a friend’s recommendation to give Jaan a call to get his guidance to owning a home with my partner. Last week our settlement became a reality and what can I say: Jaan and Sarah have been amazing every step of the journey! I live in Sydney and all was made possible digitally and virtually without even needing to travel to Canberra (even then, with the professionalism they have shown, I would’ve). I’m extremely grateful for all the hard work that they put in to making our dream a reality - cannot recommend them enough!