Client Testimonials

My wife Megan and I have been clients of Professional Investment Services for approximately 4 or 5 years. Shane Bradbury has been our financial planner for about 3 years. We have found Shane to be an honest, friendly and conscientious planner who has endeavoured to assist us with all our investments and novated car lease.

Shane has been available to speak with us personally or by phone when we have requested this and he has also contacted us to arrange an appointment in his office regarding our investments.

During this period of global financial crisis our investments have continued to remain stable thus confirming that Shane’s advice has been beneficial.

We would recommend Shane to our friends and relatives and will continue to use him as our financial planner.

— John and Megan McLean, Hervey Bay

Dear Shane,

It is with pleasure that I confirm with you, on behalf of my wife Julie and I, our express gratitude for your efforts in progressing the financial support and advice during our recent endeavours. The opportunity to secure a Novated Lease and additional superannuation contributions, following your thorough detailed and comprehensive analysis of our financial situation, has proven to be of value to us.

Can I indicate that the negotiations you undertook on our behalf and your attention to detail has placed us in a situation where we have directly benefited from your professionalism, enthusiasm and honesty. Although it is now some months since we first engaged your services I have been actively promoting the benefits of engaging with a professional financial planner such as yourself, to many of my work colleagues, family and friends.

Often the advantages of receiving professional financial advice is not appreciated until the specific detail has been explained and demonstrated to you, that you then realise what opportunities there are and what financial gains can actually be achieved. Your ability to articulate in plan english, back up through extensive research for us was one of the highest rewards in dealing with you and your company. Both Julie and I have previously dealt with other providers only to find that their services were not at the standards that you have set and continue to strive for. Can I also say that these days you don't find many professionals that will go that extra mile and it is both Julie's and my experience that you exceeded our expectations in your service delivery.

Shane I have already indicated that I have actively promoted the service you and your associates can offer to a number of people and I would not hesitate to be a personal referee at any time should anyone wish to confirm what services they can and would receive from you and your associates.

Can I wish you all the best with your business endeavours as I know first hand that your reputation, exceptional service delivery and personal communication style will continue to serve you well.

Best Wishes

Pete

Superintendent Peter Hollier
Regional Manager Rural Operations
Queensland Fire & Rescue Service - North Coast Region

— Peter Hollier, Hervey Bay

Dear Shane,

We would like to thank you for all the work that you have done in regard to our insurances etc here at Ki Tech Kitchens. The way you have handled yourself is first class. I love the way that no matter what issues or problems pop up, you always find a way to guide us around them, and while doing so, there is never a sign of panic or hesitation.

During the past couple of years that we have been doing business with you, we have had a couple of hurdles but thanks to you we are now fully covered in the insurance world. One thing that has really impressed us is that when we have asked you to perform a task, it gets done straight away without the need to call you over and over again.

I hope that you are planning on being in this game for a while longer as we wouldn’t know what to do if you decided otherwise. I definitely would and have recommended you to others and will continue to do so in the future.

Shane, keep up the great work. You’re an asset to your industry.

— Darren McCully - Ki Tech Kitchens, Hervey Bay

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