Geoff Lai's reviews
Geoff Lai

Geoff Lai

  5   (642 reviews)

10 months ago

Very knowledgeable and efficient

Geoff has now handle our finances for not only our current home that recently settled very smoothly, but also the pre approval for our SMSF investment. Geoff is very knowledgeable and supportive throughout each of the process, especially the SMSF, which initially felt very overwhelming. Geoff explained the process from start to finish and no question was a dumb question. Geoff went above and beyond, he went out of his way, even after hours calls and messages to answer any questions we had. I highly recommend Geoff, we will continue to use him for all of our financial matters. He has a huge team of connections that he uses and highly recommends, from that we now have a Finacial advisor and an accountant to assist with managing our personal finances and also our SMSF account and investment.

T
Taryn Clark
New Purchase

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Geoff Lai
Geoff Lai

Partner and Finance Strategist / Mortgage Broker

View profile   5   (642 reviews)
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