Jason Gan

We have found Jason to be very friendly and very competent in all the advice he has offered us

Jason is a clear, patient, and trustworthy financial adviser. He takes the time to explain things thoroughly, uses practical real-world examples, and ensures I fully understand my options. He never applies pressure and provides balanced, thoughtful advice.

Jason took over as our Financial Adviser in January 2021 after our previous long-term Adviser retired. After attending our meetings with our previous adviser, I can happily say that Jason has transitioned and understood our family superannuation investment requirements perfectly. This has now developed into a very comfortable relationship between us all. After the passing of one of our family members, Jason was compassionate, understanding and helpful in assisting us with the change in our situation. We have also made changes to our portfolio investment strategy in recent years, and this was only after Jason took the time over many meetings to make sure we were completely at ease and comfortable with the change in strategy. Jason is both professional and very knowledgeable. He always ensures that our cash requirements are well managed. When situations require change within our fund (eg. Transition to Retirement) he handles them promptly and efficiently. Overall, Jason has made us feel confident with his expertise and ability to assist us with our financial investment needs into the future. We would highly recommend Jason's services.

Jason has recently taken over as our financial adviser. He has listened carefully to our investment preferences and needs, which take into account our present age and the need to generate cash, rather than grow assets, as we did when first starting our Self Managed Superfund. Jason has introduced new management strategies into our portfolio, which he monitors to make sure it meets the cash requirements for our annual budget. Everything is carefully planned, and explained in a very transparent and easy to understand manner. Needless to say we are completely satisfied with Jason, and have every confidence in his ability to manage our financial needs into the future.