Testimonials

Customer satisfaction is our primary goal.

"We have been clients for almost a quarter of a century now. Since starting with Roger some 23 years ago we have continuously received great satisfaction out of the service we have received, every time we catch up with Roger we go away with our minds at ease around what our financial future holds. Thank you to the whole team at Next Step PMD for your continued care and for supporting us in experiencing financial abundance."

Tom and Pauline Gorman


"Congratulations on your magnificent win - Consultum Practice of the Year. I was so glad to hear of the win, as I know it is always a pleasure to come in and chat with you. Whenever I do come in, you and your staff are always very welcoming. Thank you for everything you do for me, it is very much appreciated."

Gayle, Ferntree Gully


"Maureen & I want to congratulate you and your team on being awarded Consultum's Practice of the Year award, makes us feel confident that we are in good hands."

Steve and Maureen, Rosanna


"Please pass on our congratulations to Neil and all the staff on achieving Consultum Practice of the Year. A great effort."

John and Jan, Eltham North


"Received in the mail today a letter outlining your practices latest achievement. On behalf of our whole family would like to extend to you and your dedicated team our congratulations on achieving this outstanding award of which we are sure that you are all justifiably proud. The letter outlines the qualities of your practice which we take for granted and don't express enough gratitude to you for these qualities. Please pass on our congratulations to your whole team from us."

Jan, Alan, Michael & Brett, Kalorama


"Thank you for the information sent. I check our balance every day, just as a matter of interest. Raelene and I are aware that our balance has gone to about $XXX today, for the first time in a few years. It is good to see this on paper and we know it is not the end of our journey, but it is comforting to know that you are in control.

We are off on a 13 night cruise to New Zealand on Saturday, and after all of our health issues this year, we feel we deserve this time together. We thank you for your contact and your communication."

Alby & Rae, Portarlington


"As clients of Neil White Financial Services for the past 15 years, we have built an excellent business relationship (with Neil) on professional service and sound advice regarding financial matters which will help us reach our goals and objectives."

Hans & Jackie, Packenham Upper


"Some years ago, my husband and I realised that we needed some honest and reliable advice regarding the investment of our superannuation payouts.

Our knowledge of financial matters was sparse so we followed the advice of a family member and asked Neil White if he would prepare a portfolio for us so we could best utilise the money we had accrued during our working lives. This was done and Neil explained all of the 'risk' issues we needed to consider before we chose a specific scatter of companies to invest in.

Because of Neil's expertise, even though there has been a worldwide financial downturn, we have continued to receive annuities along with our pension – which Neil was able to maximize for us. The peace of mind we have enjoyed because Neil has such a vast experience dealing with small investors as we are, has been very welcome.

We happily and confidently recommend him to our friends, so their post working lives can be worry free."

Marilyn & Bill, Sunbury

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