We specialise in delivering financial advice and investment solutions to help achieve your goals and guide you through market cycles.
John Kuo at Sierra Wealth is an absolute pleasure to work with. I have known John for many years and he has always carefully and honestly managed our family's financial planning. John is very professional, thorough and personable. John has extensive experience in the industry and worked diligently to address all of our financial planning and insurance needs. I highly recommend working with John!
John recently assisted me in setting up income protection insurance. His broad knowledge and professional services across all financial planning areas supported me in understanding all questions I got clear. I highly recommend him to all my friends needing Financial Planning advice.
John has been an excellent financial planning adviser to us over the past 4 years. He has taken the time to listen and really understand our needs and goals. John has tested our priorities with high quality questions (seeking to understand) and put forward well considered strategies for discussion and agreement going forward. His style is highly engaging, accountable, experienced, and committed to achieving the best outcomes for his clients. I'm really pleased to provide this review and endorsement of his services.
We recently contacted John Kuo at Sierra Wealth, and we were extremely impressed with the level of expertise and dedication he brought to the table. From the initial consultation to the final plan, John was attentive, patient, and always willing to answer any questions we had. He took the time to understand our financial goals and offered personalised advice that was tailored to our specific needs.
John has a wealth of knowledge and experience in the field of financial planning, and it was evident in the way he approached our situation. He was able to identify areas where we could make improvements and presented us with a comprehensive plan that not only helped us reach my financial goals, but also gave us peace of mind knowing that my finances were in good hands.
What I appreciated most about John's services was his transparency and honesty, and the fact that he always had our best interests in mind. He was also available for us and working around our schedule with kids, and was always prompt in responding to any queries we had.
I highly recommend John Kuo at Sierra Wealth for all your financial needs. He is professional, knowledgeable, and truly cares about his clients. He will work with you to create a plan that is tailored to your specific needs and will help you achieve your financial goals.
I have been a client of John Kuo’s for over 10 years, and cannot recommend his financial services highly enough. From the outset of our working relationship, it was clear that John was extremely knowledgeable, and strived to gain a comprehensive understanding of my life circumstances and financial goals. He researched and presented very clear options, with sound advice I have always felt I could trust implicitly. When my life was in a transition phase with my new partner, and thinking about retirement, John worked tirelessly to develop financial strategies to meet our joint needs, and my wife found him to be highly respectful, and a delight to work with. This included many out of hours calls going above and beyond to ensure the best outcomes for us. The proof is in the pudding they say, and we are now living comfortably in semi-retirement on the Sunshine Coast, mortgage free, and with financial freedom to soak up the benefits of John’s advice in the enjoyment phase of life.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2003
- Years of experience 20
- Certified Financial Planner (CFP)
Sierra WealthSuite 4, Level 11, 6 O'Connell St
Sydney, NSW 2000
- 8:30am – 5:30pm Monday – Friday
- In person
- Video call
Capstone Financial Planning Pty Ltd