What our clients say

“Ross Curulli has been our financial adviser for 20 years. He’s seen us successfully through tumultuous economic times with our self managed superannuation fund and more recently to advise on transition to retirement. He is both professional & friendly and is always prompt with answering all enquiries regarding our investments. We’ve recommended his services to family members and wouldn’t hesitate doing the same for others.”

“17 years ago the financial investment industry was a landscape that I had no knowledge or experience to enable me to navigate my finances toward. Fortunately, a client of Ross’ who remains current to this day, introduced me to him and so our association and my financial investment portfolio began. I’ve been guided by his expertise, which has resulted in an association that has benefited both my ‘bottom line’ and my confidence in my financial future, going into retirement. He has always combined both a professional and very personal approach in all aspects of our dealings and any financial questions needing explanations or answers are just a friendly informative phone call away.”

“Ross has over the course of 17 years provided excellent financial service; I can recommend his business model to anyone seeking good financial management. He has always been honest and reliable in all matters relating to my finances and relationship”

“Ross Curulli has been our financial adviser since 2006, covering financial matters such as superannuation strategies and estate planning across all areas of our complex financial situation, helping us to feel comfortable with the big picture. We have found him to be very knowledgeable, available and professional. We highly recommend his services.”

“Since 2007, Ross has overseen the growth of my superannuation fund and personal investments in a manner that has made me comfortable and relaxed. His advice is based on an investment strategy which incorporates superannuation investments, personal investments and personal insurances to ensure that not only I am protected, but also to ensure my family are protected in the event that anything should happen to me.

I have found Ross to be trustworthy and straightforward with his advice. One of the things that has impressed me about Ross is that he does not make unrealistic promises, nor does he exert pressure to adopt a particular investment strategy. His advice has always been measured, well thought out and supported by past performance. In my experience, his advice has been reliable and my investments, both superannuation and personal have benefitted accordingly.

I have the upmost respect for Ross, and I would not hesitate in recommending Ross’ services to anyone who is seeking financial advice. ”

“We have been clients of Alisa Honeyman for eighteen years. We have been with her for this long because of who she is as a person, and what she does for us as our expert financial advisor.

Alisa’s expertise speaks for itself through her tertiary achievements and by her industry certifications.

To us, Alisa’s strengths are her honesty, her principled approach, her empathy, her manner of engagement, and her dedication and precise attention to us as individuals.

These strengths are hard to find. Alisa couples these major personal attributes with her extensive knowledge about the financial sector, the taxation system, and the aged-care sector and she delivers extremely sound and well-researched and prepared advice and direction. This advice is always tailored to be specifically about us and our circumstances – and she covers all aspects and future possibilities – wills, powers of attorney. Her manner of delivery is personal and caring.

Alisa Honeyman is just a very smart and beautifully natured human being. We are lucky to be her clients. She just ‘gets’ us.”

“We have had the privilege of knowing Alisa Honeyman for 25 years, and throughout this time, she has been an exceptional source of support and expertise. Alisa exemplifies trustworthiness, consistently providing ongoing service that we can rely on, especially in navigating the complexities of retirement planning. Her flexibility and depth of knowledge make her a true professional, always ready to tailor solutions to our changing needs. A natural problem solver, Alisa approaches every challenge with creativity and determination, ensuring the best possible outcomes for us, allowing us to relax and enjoy this current stage of our life. We wholeheartedly recommend her to anyone seeking reliable guidance and unparalleled service. ”

“Alisa Honeyman has managed our financial affairs since 2002. We are now retired and are happily enjoying the direct benefits of Alisa’s financial management. Alisa has established an excellent portfolio of investments and superannuation over the years that is balanced, secure and reliable. It has maintained an impressive annual growth that has withstood market fluctuations and now generates a healthy pension.
Alisa has cleverly structured our investment portfolio to anticipate changes in our personal circumstances: from retirement from the Australian Army in 2002, to operating our own company and now to full retirement. The investments have evolved and adapted to meet changing circumstances and provide us the financial freedom to undertake overseas travel while maintaining a very comfortable retirement lifestyle.

Alisa is wise, cheerful, caring, personable and thoughtful. She displays a remarkable level of professional knowledge and is the model of efficiency. We are the beneficiaries of her proven expertise in delivering financial management at the strategic (longer), operational (mid term) and tactical (immediate) levels of needs.

Thank you Alisa. We are in safe hands.”