Jim helped me with my Superannuation and Life Insurance. He was knowledgeable and displayed an excellent understanding when it came to my overall planning. His experience is evident and is always professional and articulate.
Jim has given me sound advice in the areas of super funds , managing debt and many other areas. Jim has always able to to explain things to me in a clear and simple manner and I feel the advice he has given has always been right for my needs at the time. I am always able to contact to Jim when ever I need his advice and he returns to me promptly with the answers I need to move forward.
Jim has provided accurate and up to date information on areas of finance I needed to make informed choices as I move into retirement
Jim has given me individualised advice relevant to my situation since I have been utilising his service. He always has my best interest and goals at heart, and he is readily available to answer my questions as needed. I feel very confident that Jim is the right person with the best knowledge to help with my needs, and I would highly recommend him to anyone seeking advice and support on their journey.
Jim's knowledge and advice have given me confidence that I am on the right path to retire when I want. I have an SMSF and also other investments that Jim has guided me through by explaining things very clearly. I have always received Jim's full care and attention when I needed it. I am very confident that he is able to help others that are in my position.
Merit Wealth Pty Ltd57 Geraldton Drive
Redhead, NSW 2290
- Adviser status Gold
- Number of reviews 9
- First year providing advice 1996
- Years of experience 26
- Bachelor of Arts (Economics)
Merit Wealth Pty Ltd