I just wanted to say a very grateful thank Irinder, Sapan, Nik and the team at Sherpa Financial Group for the way you not only took care of me but found and implemented the best financial strategy for me. I appreciated being kept fully in the loop as each stage was implemented and completed. Thank you also for your patience and encouragement over my multitude of questions and in learning some “very new“ technical skills. You provided me with confidence and inspired my trust in your firm, particularly by listening and taking into account my wishes. I look forward to seeing you again at the annual review and know it will be another positive experience.

Nik and his team at Sherpa Financial Group have been very helpful in providing us with financial advice which has enabled us to make better decisions in defining our goals and shaping our future. As we are now beginning to think more seriously and plan for life after work & Nik has provided us with valuable information & confidence to help us make well informed decisions in order to maximise our hard earned savings.

With Nik's ongoing guidance and support, my husband and I look forward to a secure and comfortable future.

In the two-and-a-half years since we signed up with Sherpa, we have been impressed with the professionalism of Nik and his team. From day one Nik has provided us with quality personalised financial advice which is always backed by knowledge of the financial markets and Sherpa's detailed analysis of products offered to us. While previous financial advisors had, for us, only focused on how our super was invested, Nik looked at our assets and liabilities and came up with strategies that really worked for us in meeting our lifestyle wishes and goals. We were able to retire from our jobs and we feel confident that our finances are well looked after and managed into the future. Nik’s advice and input regarding short term investment options when we recently relocated from Victoria to Queensland was also of considerable financial value to us and the management and administration of the short-term investment portfolio was reliable and delivered as promised. We highly recommend Nik and the Sherpa team with the greatest of confidence.

We cannot recommend highly enough the team at Sherpa Financial Group, led by Nik Lal. Our experience of this amazing company is one of feeling we are their only clients. The level of care on a personal level is unmatched.

Our financial situation has improved beyond recognition. The support from every team member has been exceptional and we trust in their expert advice. It is very obvious by our successful financial situation that we have been guided correctly.

Thanks Nik, it goes without saying we wouldn’t be where we are today without you and the team.

Thank you from the bottom of our hearts.

Earlier this year I was referred to SFG by a friend who is a client. I am grateful as my experience with SFG, and Sapan in particular, has been exemplary. From the first consultation, and my first contact with the office staff, the experience has been highly professional and efficient. I am very pleased that I decided to enter into a financial planning agreement. The subsequent conversations, strategic plan and ongoing advice have been instrumental in achieving my retirement goals and instilling confidence in my current and future financial status. I highly recommend their services