“Chuck Audino has been our financial adviser for over 10 years now. During this time, we have found his commitment to providing excellent service and quality advice exceptional.

We feel we are always on the right path to achieving our goals, and when there is a change Chuck reacts efficiently to keep us on track.

We have also been impressed with Chuck’s willingness to engage with my other advisers (Accounting and Legal) which provides us with peace of mind.

We meet each year for an annual review where we discuss our progress which importantly helps us understand if we have sufficient funds for our retirement needs.”

- Neil and Robyn -

“We have been clients of Murray Mallee Financial Planning for many years.

The service provided includes a proactive Review Program as part of our Ongoing Service Agreement.

We are very thankful for the expertise provided and attention to detail. We meet with Chuck on a scheduled basis for an annual review meeting where Chuck presents a detailed report of our investments performance for the last 12 months, we discuss our current situation and goals to ensure the strategies we currently have in place are assisting us in achieving our goals.

Beyond our scheduled annual review meeting, Chuck is always approachable to discuss any issue or change and he reaches out to us about particular updates relevant to us. We always feel in the loop, receiving interesting news updates and seminar and function invites.”

- Bill and Helen -