portrait shot of Craig Young

Craig

Director and Financial Planner

photo of Lawyer Mina

Mina

Lawyer

What Our Clients Are Saying About Us

We have been clients of Craig’s since 2006 and feel very comfortable with our business relationship and discussions regarding our finances. His personal and caring attitude, his professional support and advice has helped us achieve the best outcomes over the years. His ability to explain everything thoroughly, always making sure that we have a firm grasp and understanding of the situation has built up a well-founded trust as we have worked together to make sound decisions.”
-John and Elaine Boyd

“We have been associated with Craig Young for almost 20 years. During that time we have had excellent service with quick responses and any explanations in a language that we can understand. We’d both like to thank Craig very much for all of his advice and support.”
- Maureen and Brian Phillips

“Our association with Craig began in the late 90s when we met to arrange my parents’ retirement affairs and knew immediately that we would seek out Craig to handle our financial matters in the future. Since then we have continued to appreciate his very up-to-date and broad financial expertise and the genuine friendship developed during our superannuation and retirement investment decisions. All proposals were diligently calculated and explained logically and clearly, always providing us with the information to consider several options. After the sale of joint assets recently, again Craig managed our changed circumstances to our best advantage. We will always value his ongoing professionalism, advice and genuine friendship.”
- Mark & Maureen Power