John Kostopoulos

John had been instrumental in re organising our Self managed Super Fund in order to simplify our investment strategies.

I feel very confident with John and the advice he has given.

He is always very available for any ongoing assistance as required.

I would not hesitate to recommend John to my friends.

John has been our financial adviser since 2018. He has a pleasant personality and is approachable, kind and competent. He is able to answer any of our queries with honesty and integrity. He is a great adviser to engage with and we are delighted to continue working with him.

During covid John was always available via phone or Zoom sessions to offer his expert advise.

Recently at the passing of my Mother and as Executor of her estate, I contacted John on many occasions with my changed circumstances with the purchase of a home. I felt comforted by his expertise and caring attitude. He and his personal assistance were always so professional and knowledgeable and I trusted John with his outstanding advice.

I met John 3 years ago. I was in need of comprehensive support as my living situation had changed significantly.

He has developed a comprehensive plan of investment/superannuation as I plan for retirement. His strength is that of listening to me and understanding my goals. He takes time to ensure I understand how this works and the options I have.

I feel very confident that I can contact him any time. The yearly reviews are comprehensive and I walk away reassured I am moving forward in a positive direction.

I am so pleased John is working with me, as I had little knowledge of this process before meeting him.

Simply, thanks John.