Jonathon Pugliese

Llenpart Financial

4.85

5 Reviews

Silver

7 Yrs Experience

Kew, VIC 3101

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At Llenpart Financial we are committed to work closely with our clients, to take the time to work with you to clearly understand what your personal and financial goals are and how they can be achieved.

With all my clients I remain passionate in providing tailor made financial advice and to ensure clients receive clear direction and guidance along their journey in overcoming any challenges and making their goals a reality.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Cashflow & Income
Complex Investments
Growing Assets
Budgeting

5.00 September 2021

' Jonathon helped set up my Super Funds and Income Protection and Insurances. Halved the amount of fees i was paying in the process, even did this through a difficult time. Confident i am on the right path.

5.00 July 2021

I have been getting help from Jonathon with my TAL insurance and he has been amazing,always contactable and very thorough with his work.I have listened to his advice and am so much better off with my benefits keeping me away from the worries in relation to incoming money.l have been through a lot of health issues and am lucky to have the right man next to me. Thanks for everything mate.

4.25 July 2021

Jonathon was very helpful with our transition into retirement and setting up a Superannuation Pension Plan. His advise was both clear and easy for us to understand going forward We would happily recommend his services

5.00 July 2021

Jonathan has provided advice to my husband and I with respect to superannuation and insurance. Jonathon is highly experienced, explains things very clearly, helped save thousands in fees and also helped us protect our superannuation funds balances through the appropriate investment options aligned to our risk profiles. Jonathon responds quickly to all our queries and makes time to catch up whenever required. We are very happy with Jonathon’s services and friendly attitude and we highly recommend him.

5.00 July 2021

Jonathon performed a full review of my financial situation and was able to provide recommendations on the best options available to me for Insurance and Super. He is very knowledgeable and extremely helpful.