Matt Illana – MJI Wealth Management Pty Ltd

“ I have been a financial planner for over 10 years but self employed for 2 years, so my business is in the start-up phase.  I have just started working with Bob and he has already provided me the tools and guidance to really break down my business and point me in right direction so I can have a more sustainable, efficient and profitable business.  He has helped with internal procedures, staffing, marketing and re-engineering my client value proposition.  I  found having Bob’s expertise and industry experience extremely valuable.  He has been able to provide me with honest and unbiased feedback, giving me insights into what works well in other practices which I can easily implement into my own. I would highly recommend engaging Bob’s services”