Testimonials

We highly recommend J.Brookman & Associates.
They explain our investments in language we understand,
giving us confidence that we have made the right decisions for a secure future. Their ability to make us feel at home in a friendly atmosphere is phenomenal. We would feel at ease in recommending them to others.
- Mr & Mrs S.B

I should like to express my appreciation and satisfaction with the wonderful service my mother and I have received after approaching J.Brookman & Associates Financial Services late in 2003.

We had been left with my late father's estate and neither of us had any experience of handling large sums of money. So when Jeff offered to help us with the pension opportunities for people in our particular situation we were extremely relieved to find a financial firm in whom we could put our trust to manage our funds to our satisfaction. We had been to several other companies and had not been reassured by their advice.

During the two years we have been clients of J.Brookman & Associates we have been more and more impressed with the standard of service and advice given by them and my mother being a natural sceptic has actually found peace of mind in her dealings with Jeff & Scott Brookman.

I hope we will have many more years as their clients.
Thank you.

- Ms. SBD



Investment and planning for retirement is a field for the experts and in our case required careful structural changes and balancing to be tax effective. Once that was in place it was a case of trusting the investing prowess of both Jeff and his son Scott to maximise the return without taking any undue risks.

My wife and I were initially apprehensive at taking the first step into retirement but after the first meeting were impressed by their knowledge and experience, and the family atmosphere of the firm assured personal attention.

In summary, we found them to be very professional, trustworthy and well experienced in the nuances of the financial industry, and as for us...

...we are enjoying a lifestyle and income that we thought we could only dream about!
- Mr PGA