Alex McKenzie

We have been seeing Alex for many years now. From our first meeting we found Alex to be professional and willing to answer any of our questions/concerns. Alex has opened our eyes to what we can achieve with his knowledge and guidance. We are now getting ready for retirement and thanks to Alex we are in a position that we never thought would be possible. We would have no hesitation in recommending Alex to anyone.

I met Alex when I opened my Tax Practice in Penrith, and needed advice to maximise my contributions for my Super, so that I could plan for a comfortable retirement. In the following 30 years he has always been a straight shooter and has never given me bad advice, steering me down a better path that the one I had envisaged. He has kept me on firm ground and away from slippery slopes. My super balance and my wife’s is a testament to his diligence and expertise. He is always at the end of that phone and I always come away feeling that "that's another problem put to bed.“ He is very family oriented and likes to keep abreast of what’s happening with my family, and he is generous in sharing what he and his family are doing. I know I can depend on him for wise counsel and have recommended him to my family and close friends.