Dr Leon Kondos
James became my financial adviser after being highly recommended by a business colleague. I cannot speak highly enough of James. His attributes as a financial adviser are many and varied. He is an extremely good listener. He is able to grasp complex business dealings quickly. Any information that is not available, he is like a bloodhound and leaves no stone unturned until all is at hand. He follows up relentlessly but in an affable way.
He quickly develops a very good working relationship with all members of the team. In my case, accountants, superannuation specialists, lawyers, banker and brokers. He communicates very well and regularly and if anything is not clear, he is always available to explain in detail and forward a written explanation.
His planning skills are beyond excellent. He assesses business plans and then offers all the various permutations with his evaluations as to which path is best and why the alternatives may have drawbacks. He is meticulous with his number crunching with short, medium and long-term outlooks. He makes complex decision making appear easy. As a busy General Practitioner, I would not have been able to progress my business dealings if I did not have James’ assistance. I have found James invaluable.