Hi, my name is David Smith. I’ve known Jeanette since 2002, if my memory serves me correctly, so just over 22 years. When she moved to BMP, she moved some of her clients with her and I was one of them.

I wanted to put some money aside for my retirement and also set up a plan for what to do with what they call the “provident fund” in Cathay Pacific after retirement. I was introduced to Jeanette by some friends who lived close to where we did. Having met her and started working with her, we decided this is the person we wanted to work with for the long term.

The really important thing for me was to have our money in a secure place where it could generate the sort of income we were looking for when we retired in Australia.

Well, we’ve worked with Jeanette for the past 20 years, with about 17 of those leading up to retirement. She had a very good track record and I felt confident that when I went into retirement, the funds we’d placed with various platforms would be sufficient to keep us going, and they have.

I don’t believe that I could have handled the cross-border complications on my own. Having Jeanette there as the professional, I felt confident in her ability to better handle that side of things.

We’ve always had the impression that Jeanette cares deeply about her clients. And that’s the way she’s always treated us. We’ve always felt we can trust her totally in her decisions and the way that she wants to manage our funds for the future of our investments.

The best piece of advice was to move the Cathay Pacific provident fund across to one of her platforms. This has been performing quite well, despite the fact that the global financial system is not doing so well at the moment, and it’s provided us with the income we’d been looking for in retirement so far. Provided that goes on like that, we have absolutely no problems with it at all.

The move to BMP has been seamless. Jeanette has always advised us well in the past, and she has been the front person with regard to our financial advice and decisions and continues to do so very well.

I would recommend Jeanette and BMP Wealth to other people. She has always been entirely trustworthy and a safe pair of hands for us. If anybody asked me to recommend someone in the financial world, Jeanette and BMP would be the first people I would think of.

Certainly, for my retirement I needed a professional financial adviser and a safe pair of hands; Jeanette and BMP have provided both.