I have great pride in providing a first class holistic financial planning and wealth service. Just don't take my word for it, here are what my clients are saying.
Hamish has looked after us since his days in the Bank. He has impressed us with his intelligent informative and understanding approach. He has introduced us to both Consilium and Dimensional FA who back him with advice. His plan for us was encouraging, directional and revelatory! It set out a road map for us which was sensible and practical. We are appreciative of his guiding hand and plan to entrust his offices with our entire portfolio to secure our financial future" Ken & Bev
"Our funds were originally invested through our bank, but we never received any planning advice and we were constantly concerned about having sufficient funds to last our retirement. Thanks to Hamish, we now have an investment strategy which has helped us to plan for the future. Hamish always keeps in touch and provides us with all the assurance we need." Gail & John
I have found Hamish to be a honest and genuine person. These two attributes are essential for me when deciding on who I use to invest my money. Hamish is upfront and realistic when explaining the expected returns on the investments he has made for me. I am very comfortable using Hamish to look after my investments and trust that he will do the best for my situation." Brent
“We have worked with Hamish both in his previous role and now with his own company for our retirement fund. We have valued Hamish’s financial knowledge, his ability to put it into layman terms, and appreciating our conservative approach on investment of our funds. From this he has presented us with a well-structured investment plan that meets our wishes and as well delivers for our future retirement. We appreciate his integrity and ability to listen. Most of all, we trust Hamish! Both of us would have no hesitation in recommending Hamish to other prospective clients.” Mr & Mrs Murray
“We first met Hamish in 2016 while he was with his previous company, Hamish filled us with confidence and we certainly appreciated his friendly, down-to-earth approach and manner. Therefore we were very disappointed to hear in August 2018 that his position had been made redundant. It was quite a big decision but one that we have not regretted when we chose to support Hamish in his new venture Optima Wealth, early 2019. We have been more than satisfied with the financial planning,investment advice, support and reporting processes that Hamish provides to us. We would have no hesitation in recommending his services to anyone looking for a professional and personable financial advisor.” Dianne & David