If a close friend or relative asked me to recommend a financial advisor then both my wife and I would place Andrew Roberts from Trestle Planning at the top of our list of recommended advisors. He was able to develop for our financial goals and produce a financial plan for our retirement that is already producing benefits for us. He is very friendly and approachable immediately putting us at ease and we felt we could work well with him and have done so to date. He is experienced and knowledgeable especially in superannuation and retirement planning. We had previously had a long-term relationship since 1996 with Andrew’s father Keith Roberts as a financial advisor and we look forward to a similar long-term relationship with Andrew.
Warwick Williams
I first met AAron Roberts of Trestle Planning about 9 years ago, he made my transition from working to retirement a smooth and easy to understand experience, and his continued support in all thing financial has been a big boost to my peace of mind, as i have always found he has acted with the greatest of integrity. i would have no hesitation in recommending Trestle Planning to all.
Colin maclean
Having just retired we have been working closely with Trestle Planning for a few years. They helped us prepare for our retirement and navigate our way through the superannuation landscape. They have taken the time to explain our options and are always on hand to offer sound advice as our situation changes. We would highly recommend their friendly professional services. We live in regional Queensland and believe we receive first class service.
Cheryl and Ken
We have worked with Aaron and Andrew Roberts from Trestle Planning for many years. Very professional, excellent communicators and really build strong alignment with the financial strategy and our goals. A relationship built on trust.
Greg Quill
We are extremely happy with Trestle Planning, we have always received great professional advice and service. They have helped us for over 20 years and we are happy to refer friends & relatives who are looking for financial advice.
Neil & Chris
Aaron and his team have been looking after our modest nest egg for several years. We have found them to be honest, professional and easy to deal with. They listen to you and encourage questions and provide clear explanations and guidance.
M&V
I highly recommend Aaron and Andrew Roberts Directors of Trestle Planning, who providing excellent finical planning and advise. Very responsive, clear and professional service.
Mark Crocker
Aaron was very helpful providing sound advice, a pleasure to deal with.