Good friendly advice, always aligned to my needs.
Kevin makes life so much easier for me - he takes the stress out of financial planning and is always available when I need him.
Alex has provided a thorough plan and explained everything to us well.
Delighted with the service received and feel comfortable and confident in my dealings with Raj.
The advice I have received has timely and helpful. The adviser goes "above and beyond" that which I expect.
Kevin is always very efficient, easy to get in contact with and generally seems to know the details of our portfolio quite well. Kevin is also polite, knowledgeable and is very honest, even when delivering not so great news. He also shows great holistic perspective in the long and short term when discussing different options and potential scenarios.
My financial planner (Alex Thong) ensures that my financial program is managed according to my preferences and expectation. He is proactive and professional in his advice and provides good counsel on related matters in areas which affect my savings or financial security.
Communication is excellent, always feel in the loop. We feel that our Adviser has a solid knowledge base and is able to convey this knowledge in a manner that is easily understood. The level of professionalism of the company is of a high standard.
Kevin is very easy to talk to openly. We trust his advice.
Alex is extremely competent and very professional. He takes the time to explain everything clearly. I would be lost without Alex. He is the best!
Rajesh (Raj) has a very high knowledge of the financial industry and goes above and beyond to help us understand. He is especially patient with my husband who has a limited understanding. Raj is always there whenever we need him during the course of the year.
The team and the adviser are always there when needed and they go above and beyond. We have become like family.
Kevin is excellent in providing feedback regarding finances.
Honest and patient. Alex takes the time to work through my finances with me, so I have a correct understanding of financial circumstances and our plan moving forward. I feel Alex has my best interest at heart.
I have been with CPR from its beginning and have received excellent service.
Kevin is a caring individual who displays honesty and integrity in his dealings.
Alex has always communicated in an understanding manner and assisted me to achieve my best financial goals.
I have been with Raj from the beginning and Raj has always been available. He is very courteous, very professional and attentive and cognisant of my circumstances.
Kevin builds a good client relationship, is always prompt in dealing with any questions or issues we have throughout the year, is well prepared for our meetings and has built a high level of trust and confidence.
Exceptional service from all members of CPR in whatever capacity they are employed.
My adviser makes me feel that I am in safe hands. Things are explained in language that I can understand.
Nothing ever appears to be a problem for Kevin. He always makes himself available when needed and is always willing to go the ‘ extra mile’ to see that whatever is required of him is made available to us.
Alex has taken a personal interest in my financial affairs and given me the best advice always. He has always gone over and above his call of duty to help me to connect with government agencies when I was unable to do so myself. He is excellent in his job and a wonderful human being.
Great service, honest & secure advice.
Kevin is genuine, trustworthy, always available to assist and always answers emails or voice mails so quickly. I could not be any happier with the service Kevin provides.
Alex has spent a significant amount of time to understand our circumstances and provide complete advice to us and explain the recommendations thoroughly.
Very happy with Rajesh Malik as he gets in touch immediately when I have any questions. He explains very clearly.
A very thorough treatment of the state of our retirement situation.
Kevin is a consummate professional. He is very skilled at his job and his ability to explain matters in easy to understand lay-man's terms is very well received. Kevin also has a fantastic personal approach and takes the time to understand personal matters with his client - me and I have grown to appreciate Kevin's advice, care and concern over the years we have worked with each other. I have recommended Kevin's services to family and close friends over the years.
Alex is an experienced financial planner who prepared what I needed for the future. He is honest and understands clients' personal situations.
I have been dealing with this advisor for 10 years and have developed a close bond.
I have been dealing with Kevin since 2013. He appears to be an honest and down to earth practitioner. He is also a great human being.
I have found Alex to be knowledgeable and current on latest business / market developments. He has provided sound insights and given me new considerations of possible scenarios which may influence the outcome of my retirement plans. It provides me with a sense of assurance as we are now living in very uncertain economic times and uncertain social environments.
Raj is very professional and approachable in his manner and I feel very confident in his management of my finances.
My Financial Adviser has been with me for a number of years now. If I wasn't satisfied I would have changed my adviser years ago. I receive professional, friendly advice.
We have dealt with Kevin for many years and have always found him to be highly professional & knowledgeable. He has an excellent grasp of what our goals are and we have found his advise in meeting these goals to be sound and well researched. He is upfront with how our funds are performing and is able to make recommendations that may make a difference. In any professional relationship there has to be a mutual respect & trust, we feel that Kevin has always respected our circumstances and the relationship is one that we highly value.
I have followed Alex from different companies over the years - so i guess that tells you everything.
Prompt service / listened and understood my situation / regular communication / outlined regulations and rules around superannuation and is researching a particular question relevant to my situation.
Kevin is always thorough with his advice and backs this advice up with information to support it.
Pragmatic, intelligent, clear explanations, and follows up action items as promised.
I have scored Kevin Kroeger 10/10 throughout this survey. Whilst we should always strive to improve and be better I am not sure I could in all honesty suggest areas of improvements here.
We really appreciated the time and detail that went into the plan that Alex prepared for us. We were previously with another adviser who did not go over the Statement of Advice with us and just emailed it out to us to sign and return. Alex took the time to ensure that we understood our current financial position and the recommendations in the advice document.
Since Raj became my advisor I cannot fault him in his professionalism and friendlines. Raj always returns calls and always looks after my portfolio.
Overall, as a company, CPR is strong at communication and updates regarding investment environment.
We are very happy with the service we receive from CPR. They work as a team and you always feel secure that if someone is away, there will always be someone who can assist.
Anonymous client feedback sourced from Beddoes Institute 2022 Customer Experience Survey results.
