"I started working with Timeline in 2025 and have been really impressed with them. Their service has been exceptional, and they have really made me feel valued, which is a rare thing nowadays. The Timeline portal is very useful; it allows me to build relevant client reports quickly and easily and provides in depth data when comparing investment portfolios. To top it all off, investment performance has improved across my client base, so everyone is happy."

"I recommend Timeline's discretionary investment portfolios to my clients due to their focus on low-cost, evidence-based investing. Their portfolios have delivered consistently strong performance, giving clients confidence in their investments. The support from the Timeline team is excellent — they are responsive, helpful, and easy to work with. The range of support materials and tools available for both advisors and clients is also very useful, making it easier to explain investment strategies and keep clients informed. Overall, Timeline offers a cost-effective, well-supported solution that delivers reliable results."

“What I like most about Timeline is the people. You feel like part of a family, supported, and as a sole practitioner, it’s invaluable to have people to reach out to—people with ideas and thoughts who can connect with you so easily!”

“Timeline has blown us away. The access to fund information, adviser support software and investment technical updates has had a massive positive impact at Magenta. Great people to work with, professional, authentic and fun.”

“We have been using Timeline's platform for a while now as we believe that it is the best retirement solution in the market. Timeline's constant new feature development and release strategy has really impressed us.”

"Timeline’s intuitive design and market-leading tools have significantly enhanced my ability to deliver clear, client-focused advice while saving time and improving results."

"Timeline's integrated platform has streamlined our portfolio management and financial planning processes. Its ease of use, regular updates, and excellent support have made it a key part of our success. It's a tool we trust to deliver better outcomes for both our team and our clients."

“We have been super impressed with Timeline – the simplicity of the portfolios, the amazing tech stack, and the incredibly friendly team behind the scenes. Timeline is everything we were searching for and more!”