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Testimonials

What Our Clients Say About Us


In the past couple of months we have met with other financial advisers to get a feel for who we would most like to work with. To be honest we like the way that there is a framework and clear process to what you provide and we also like that there is an upfront fee so we know we are getting independent advice. We like the fact that you were more interested in our goals and who we are as people in order to properly put together a picture of what we can reasonably achieve, which seems like common sense to us.

Angela & Mark

Ian Wright has been providing advice and guidance to me in relation to my financial planning and personal risk insurance requirements for a number of years. I have found him to be not only extremely knowledgeable and professional in all matters but capable of thinking ‘outside the square’ to ensure optimal strategies are put in place to best advantage my situation. I have with pleasure and confidence referred friends and colleagues of mine to Ian on many occasions who have given extremely favourable feedback. Ian comes highly recommended by me.

Wayne Joliffe, JP

A respected friend spoke highly to me of Ian Wright of Australian Unity a couple of years ago, following a longish period during which, in a busy life, I had put trust in  others concerning my financial setup for the future. The dividend of those recent times had been one of unhappy experiences, via advice given (or not given) in my fairly modest quest to at least set up a reasonable and solid financial platform for the future. I duly linked with Ian, and am more than happy to share the thought now that he has proved to be all that had been suggested.  Affable, expert, thorough and open-minded he has done a fine job in `re-positioning’ me for (hopefully) better days. I am greatly impressed with his knowledge of the complexities of superannuation and the financial world generally and of his ongoing approach – which is to educate himself thoroughly at all times on Australian/global trends – while maintaining a particularly attentive ear to the personal wishes of clients like me. I am happy to be `on board’ with Ian Wright…and he certainly has my recommendation.

Ian Heads, OAM