"I have known Jonathan Schafer for over four years and as a self funded retiree he has been my financial advisor. I have found him to be very informative and helpful in developing a strategy to achieve my financial and lifestyle goals during this retirement period. He is very approachable and any questions or queries I may have he is always there to offer his recommendations as he is very knowledgeable in all things financial. I have always appreciated his help and I would certainly recommend him to those seeking financial help and advice from someone you can have confidence in."

"After purchasing my new home, Jonathan assisted me to put in place income protection, trauma and other insurances. Unfortunately within a year of moving into my new home I was diagnosed with cancer, however thankfully the insurance provided me with a lump sum payment to meet my costs as well as provide a financial buffer which has meant I haven’t had to stress about my finances at this challenging time. I would recommended Jonathan to anyone seeking insurance or financial advice."

"Things changed for me four years ago & I needed to find a financial adviser. A Friend recommended a young man, Jonathan Schafer & I am really glad she did. I made an appointment to see him & I was very impressed. He is very patient and explains everything well. I know my finances are in good hands with Jonathan"