Callum Sutherland CFP - Financial Planner and Investment Representative

Feb 2024

Ashton and I can highly recommend Callum. He is endlessly patient and guided us through a very stressful time. We completely trust his advice and know we can call on him to answer all of our questions in a very timely manner. We are learning a great deal about smart money management from him and look forward to working with him for many years to come. He came to us through the recommendation of a close friend of ours and we feel very fortunate to have found him.

Feb 2024

I have had the pleasure of working with Callum for several years now for my estate and retirement planning needs and I cannot express enough how satisfied I am with the exceptional service I received. He is very responsive, and has always made time to review and discuss my portfolio on a regular basis.In addition, he also demonstrated a remarkable combination of professionalism and compassion by guiding me through the financial aspects of divorce while ensuring my financial future remained secure. Going through such a challenging life event requires not only financial expertise but also empathy and support.I highly recommend Callum for anyone seeking a comprehensive and...read full review

Mar 2022

I met Callum shortly after starting my first "real" job out of university. Callum was professional in teaching me the basics of money management and creating a foundation for future saving and financial planning. Always available to answer my questions. Has transitioned with me over years of change and always ready to accommodate my needs. I fully trust Callum and highly recommend his services no matter where you are in your financial planning journey.