I have had a consistently outstanding experience with Chase as my financial adviser. Without fail, Chase has been professional, helpful, and incredibly knowledgeable in every aspect of my financial journey. From superannuation to general budgeting and to my ex-pat financial concerns, Chase has always provided me with satisfactory advice and a comprehensive understanding of finances as a whole. One thing that stands out about Chase is his clear communication and ability to explain even the most intricate financial concepts. He has a remarkable talent for simplifying complex matters and ensuring that I have a solid grasp of the information I need. I have yet to encounter a conversation where Chase doesn't come to mind as my top recommendation when colleagues or family members seek assistance with their financial needs.
I received an inheritance and needed advice on how to best make use of the money for me and my family's future. I got onto Chase and he helped me with his expert advice, making the most out of the funds, also finding out I had a second super account, which he went out of his way to consolidate it into one. Thanks again Chase!
Chase was a pleasure to deal with. He helped break down everything to explain to me in simple terms. He explained my options very clearly and was super transparent. Great personable service! Highly recommend Chase for your financial needs.
KDM Financial and Estate PlanningSuite 2.05, Level P1, 120 Chalk St
Lutwyche, QLD 4030
- Adviser status Bronze
- Number of reviews 3
- Years of experience 1
- Graduate Diploma of Financial Planning
KDM Financial and Estate Planning