Testimonials

My wife and I have been using the services of Cosgrove & Co for many years now. We thoroughly recommend them as personable, knowledgeable professionals, who go well beyond what one might expect from a firm of financial planners and accountants. Cosgrove clients become almost ‘one of the family’, as Brian and Renee help to guide through the mine-field that is taxation, wealth creation, superannuation, transition to retirement and general financial management.

We have greatly appreciated their friendly, concerned way of dealing with us, as well as their professional expertise and knowledge. We feel, for the first time, that we have someone with our best interests at heart, who will work to help us meet our financial goals. We are confident that we made the right decision in selecting Brian and Renee to guide us towards retirement, as we meet regularly and decisions made are acted upon. We thank them and recommend them highly to any prospective clients.

Mike and Marg, Burleigh Heads

We first came to “Balanced Investment Strategies” 4 years ago when we asked a friend for a trustworthy financial planner to assist us plan our retirement. We were certainly not disappointed with his recommendation of Renee and Brian who represent a firm based on honesty and integrity.

From our first visit, they had the happy habit of making us feel not only valued and welcome but they also made us feel included in their friendship. Through Renee’s cheerful disposition and Brian’s thoughtful contemplation we felt that we had found a highly enthusiastic and motivated team that had our best interests foremost in their plan for us.

“Balanced Investment Strategies” presents as a very authentic, professional, up front, no strings attached firm with the added bonus of being very personal and individual in meeting the needs of the client. Their priority is always to set realistic and achievable goals.

They have enabled us to reach our goal for retirement comfortably through well informed and carefully researched strategies without too much penny pinching along the way and during a time of extreme economic uncertainty.

Mike and Pam, Stanthorpe