James was experienced, knowledgeable and down to earth. He had a thorough understanding of my needs and put in place a financial strategy that would facilitate a comfortable retirement.
James had very good knowledge on how to set up a superannuation pension and an investment fund while minimising tax. He was able to explain how it all works in simple "layman's" terms which my wife and I understood. Importantly, you feel comfortable knowing your money is invested wisely through James's expertise.
Good guy, halved my fees from previous Super fund, with a more simple easy to manage and view fund. Looking forward to future with James, at last an honest Financial adviser and good bloke.
At first I thought I would not require a personal financial adviser. Thought I would just go with my funds adviser. But after a meeting with James and quick review of our situation it became clear James's service would be of great benefit. We feel so reassured our retirement is looked after. Highly recommend James.
Very helpful and has a great understanding of our needs.
Smart Financial162-172 Shellharbour Rd
Warilla, NSW 2528
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2011
- Years of experience 12
- Certified Financial Planner (CFP)
- Graduate Certificate in Financial Planning
Smart Financial Capital Pty Ltd