Edward has been very helpful in regards to my superannuation and insurance and protection. It has taken a lot of burden off my shoulders having to worry about where all my money is going and left it to a reliable and knowledgeable person like Edward to look after my ''future''.
Edward provided us with advise on our self funded retiree plans utilising our small superannuation which we desperately needed. Initially trusting a complete stranger to help us with our plan and our superannuation money was very daunting. Edward understood our needs, took them and presented us with a planned management that will take us into our 80's. Edward's explanation was easy to understand and also presented to us in a comprehensive written Statement of Advice so we could see exactly how our superannuation would work for us. Something which has not been provided in the past. Edward certainly does his homework to provide the best for his clients - even simple people like us.
Edward is a fantastic advisor/broker and very easy to understand. He has helped me find a lower interest rate on my investment property with an offset account aimed to reduce the amount of interest payable on my outstanding mortgage. He invested a lot of time with me as his customer, provided me with sound advice, and was very understanding of my position. I was very pleased with my dealing to date and will continue to use his services in the future.
Edward has been able to provide us with expert advice in managing our Debt with the loans we have in place. He has then be able to source the best way to refinance our loans, ensuring the our fees are reduced and the money that we earn does not get lost in fees. Edward worked with us in getting our superannuation funds working the best way for us, so our retirement in the future will be financially set. He has been so professional and diligent. Thank you.
Edward has given me advice on managed super fund his advice has been explained to me in a clear way that it was easier to understand. I feel confident that his advice is right for my needs.
FuturevestSuite 10, Level 2, 16 Innovation Pkwy
Birtinya, QLD 4575
- 9:00am – 5:00pm Monday – Friday
- Adviser status Silver
- Number of reviews 19
- First year providing advice 2015
- Years of experience 7
- Advanced Diploma of Financial Planning
PGW Financial Services Pty Ltd