We sold our primary residence and moved into a retirement village. We re-distributed our assets to make it more beneficial for us. We feel that Adil has always explained things well and has pointed us in the right direction. We really like that we had a good understanding of the recommendation and it makes us feel relaxed and comfortable knowing that we are not going to be on the bread line. We would surely like to continue our ongoing relationship by having Adil has our financial adviser.
I linked up with Adil on the advice of a colleague (and friend). As a potential client whose knowledge of financial management was non-existent Adil has been excellent in providing me with an overview of how we will move forward, giving me confidence that we can work together in progressing the strategy he has recommended and clearly explained to me. I would have no hesitation in recommending Adil's services.
I always wanted to deal with someone who has my best interest at heart, meeting Adil has given me peace of mind and assured me that I am heading in the right direction for a comfortable future. I feel Adil is always relatable, I always feel like talking to Adil as I am in with my mate deciding what the best plan of action should be. I would surely like to continue with an ongoing advice relationship with Adil and strongly recommend his services as an adviser.
We needed advice to enable us to have a comfortable retirement and explore the best possible plan. Adil explained us the process, strategies, and the best foot forward for our future planning.
Adil provided us attention to detail to our goals, we believe that he genuinely cares for our future and he has been patient to repeat the discussion a few times over again.
He has explained details and strategies every step of our away and have been precise to give us assurity towards the life that we would like to have in retirement. We would highly recommended him to our friends and family. We are also looking forward to our ongoing catch up to reflect on any adjustments we need to make.
I found Adil to be quite thorough and efficient, respectful to our personal situation. We would strongly recommend him as a Financial Adviser.
- Adviser status Bronze
- Number of reviews 52
- First year providing advice 2014
- Years of experience 9
- Graduate Diploma of Financial Planning
Stellar Private Wealth Pty Ltd4A Daisy St
North Balgowlah, NSW 2093
- In person
- Video call