11 Reviews

Julien Renard

ASO Wealth

Bronze

6 Yrs Experience

Sydney, NSW 2000

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ASO WEALTH - WHAT WE DO

We help people create wealth and build their dream financial futures.

ASO Wealth

https://asowealth.au/
contact@asowealth.au

HOW WE CAN HELP

Our services and expertise include the following broad areas:

Strategic advisory (planning, coaching & structuring);
Wealth Creation, growth and asset protection;
Investment solutions including cash deposits, shares, and other managed investments & portfolios;
Gearing;
Retirement Strategies addressing wealth management and longevity;
Superannuation strategies such as contribution planning and Self-Managed Superannuation Funds (SMSF);
Estate Planning strategies and advice;
Life & disability insurance planning.

Want to know more?

Visit the "Get in touch" tab for contact details to organise a private conversation.

Feel free to send me a message - contact@asowealth.au

Superannuation
Managing Debt
Self Managed SuperFunds
Shares & Investments
Property Investment
Cashflow & Income
Socially Responsible
Borrowing
Tax Strategies
Growing Assets

5.00 July 2024

Since our first call, Julien has asked the right questions to deeply understand not only our ambitions and current situation, but also the intricacies between my partner and I and the lifestyle we want to maintain and the balance of wealth growth within it. Julien is able to both visually and orally explain some very detailed financial stakes, in the simplest form for us to understand, which we have been able to easily make informed decisions based on. At each interaction, Julien takes the time and puts in the effort, ensuring we are aligned and all next steps of the process are not only mapped out, but also managed by him directly. Julien is a pleasure to work with and we look forward to sharing our wealth journey with him and Naz.

5.00 August 2023

My husband & I have trusted our superannuation fund to be in Julian’s hands for many many years now with successful financial results in good times & in bad. Julian is alway there when we have concerns & we are immediately put at ease with his clear & precise understanding of our fund & its growth. We have recommended Julian to family & friends & all feel the same way, he always makes time for each & every client as individuals, which is very rare in the world we now live in! We consider Julian as a true & trusted friend. David & myself are very sad Julian is leaving us but he is young & has a fabulous future ahead of him & we wish him every success in his career & his upcoming marriage. Cheryl & David Gilmour.

5.00 August 2023

Julien is delightful to deal with. Apart from being a seriously nice guy, he has helped us to successfully navigate a number of situations with his professional advice, attentiveness and attention to detail, ensuring that we achieved the best outcome. We have very much enjoyed and benefited from our relationship with him.

5.00 August 2023

Julian has been such a wonderful person to work with. He makes you feel very valued and important. He is kind efficient, professional and knowledgeable. He makes you feel like you’re the only Customer that matters. He gives you confidence to place all of your most risky assets in his hands. As people who have used a financial adviser for the first time, it could not have been a better experience. Julian was able to understand our needs and be flexible with his advice. We felt we could talk to him about anything. Julian‘s name became a common. Term used around our household much like he became part of the family because of the level of trust you needed to have in him to handle all of your financial assets. We are very saddened that Julian will be leaving. We hope that he is replaced with someone just like him.

5.00 August 2023

Julien is highly recommended He has helped in putting together all aspects of an understandable and sustainable financial plan Always professional, knowledgeable and prepared to go that next step for his client.