"In 2012, a friend of ours recommended Chris Smith. Our business, Lazy Janes Cafe, was five years old and doing very well and it was at this point we started thinking: "What can we do next? How can we make it happen? Who can help us?"
Hospitality is our area of expertise, but we needed exceptional service and input in the financial sector - that's where Chris stepped in.
Chris aided us in setting goals in a realistic timeframe. These newly-established goals were then reinforced by financial guidelines including a savings plan and revised spending output. In late 2013, Chris liaised with both our accountant and our bank, and through Chris' support we gained financial approval to open our latest venue, Duck Duck Moose Cafe + Bistro.
In 2015 Duck Duck Moose Cafe + Bistro featured on Nine Network's The Hotplate, which exposed our business to millions of people across Australia.
The assistance provided by Chris not only aided us in setting goals, but achieving them.
Conrad and I know that without Chris' help, getting to this point would have taken so much longer and caused so much more stress.
"We had a dream! Chris realised it and became the director in making it come true. Without his help and faith in us, we would be stuck in a buy and sell house market. His investment knowledge and financial wizardry has helped us to secure our retirement :) Thank you, Chris.
I referred him to my friend and he waived his magic wand for her as well. Great guy. See what he can do for you!!!"
"Chris began assisting us at a time when we needed clarity and direction with our finances. After consulting with us he designed an array of potential strategies for us to implement in order to reach our goals. We now have plans.
We find Chris to be authentic in the way he conducts his business. He has had a genuine interest in how we are doing, helping us to sort out our finances and assisting us in moving forward. Chris has made himself available and is always on the end of the line to answer our financial questions.
Chris’ professional and personalised service has provided us with a selection of detailed options for achieving our different goals. Thank you for taking the time to provide clarity and understanding, as well as in putting us both more at ease with our finances and direction. We would like to continue building upon the growth we have established and to remain informed of our financial situation and options available to us. We trust with Chris’s guidance we will continue to move forward in positive ways."
"Always helpful when I had any queries. You never made me feel like I asked a stupid question - and I probably did. If you didn't know, you looked into it and you were always prompt in getting back to me. I appreciated all of it."
"We were impressed at the speed in which information was provided to us, flexibility with appointments and clear explanation of options relevant to our needs. Chris has a friendly, approachable nature, he is easy to speak to and also relaxed and confident. He is fast at getting things done and always keeps us up to date."