CONTENT HUB

YOUR SAY REVIEWS

“Very supportive, particularly with the scenario modelling.”

“Good support from the team, very mediocre on portfolio performance.”

“Clear and reliable advice.”

“Our advisers Darcy and Ed are always friendly, knowledgeable and efficient. They understand us well and give us realistic and reassuring financial planning advice. Nothing is too much trouble. Rory on the technical side is good and always responds promptly. “

“We can’t think of anything you are not doing that we may need albeit our needs aren’t that complex. As we don’t dip in that regularly to the funds breakdown we could do with checking if we have the correct App: CPW Connect or CP accelerate web access just to tidy things up. Not a big deal but the only issue we have otherwise it’s great!!”

“Constant advice when needed coupled with reassurance when things are a bit in turmoil.”

“The transfer from transaction to the CPW platform which I believed would be straightforward has taken some time and has left me very unsettled wondering if it was a good decision to allow the move. Unfortunately I am also now using the CPW app and sudden downwards movements have caused me some alarm. I do not know when everything will be completed. Better up front information and more communication could have helped.”

“As someone with ‘number blindness’, Ed always explains everything very patiently with graphs so I understand the facts and figures. He is always knowledgeable and reassuring. I leave our meetings feeling confident that our investments are in the right hands.”

“Very happy with CP. Reason I haven’t put 10 for recommending to friends and family is that I don’t like recommending any financial services to friends and family, not because of any CP shortcomings.”

“The financial advice makes sense and the mechanisms work for us. We have a good relationship with our advisor and, since joining CPW, you keep us up to date without ‘spamming’ us. Good job.”

“In a complicated world of finance and investment, everything is explained thoroughly. There is a good understanding of my needs and how they can be supported. I feel confident I am getting the correct advice.”

“Staff give explanations at my level of understanding as to how my portfolio is doing and they give clear advice on any suggestions/questions that I might have. Ed is very approachable and helpful.”

“Peter is fantastic.”

“Paul: Approachable always there for us gives us confidence in our investments . Also very reliable and excellent communicator.”

“Advice always helpful and prompt response to queries.”

“Just feel happy and comfortable with the service and relationship.”