Client Testimonials

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

Hans and Jackie – Pakenham 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 utilize 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 and Bill – Sunbury