Vic Kortlang

I recently had the pleasure of working with Victor, who provided exceptional guidance and expertise across various aspects of my portfolio, including superannuation, investments, Department of Veterans’ Affairs (DVA) benefits, and Commonwealth Superannuation Corporation (CSC) benefits. Victor’s proficiency and dedication have been instrumental in optimising my financial strategy and ensuring that my long-term goals are well-aligned with my current situation.

From the outset, Victor distinguished himself through his thorough understanding of complex financial systems and his ability to tailor advice to meet my needs. When discussing superannuation options, Victor meticulously analysed my existing accounts, providing insights into potential consolidation benefits, fee reductions, and the strategic diversification of assets. His advice was not only clear but also actionable, enabling me to make informed decisions that have significantly reduced my fees and enhanced the growth potential of my retirement savings.

Victor's expertise in investment strategy is equally commendable. He took the time to understand my risk tolerance, investment horizon, and overall financial objectives before recommending a well-balanced portfolio. His approach to investment was both strategic and prudent, focusing on long-term growth while mitigating potential risks. I particularly appreciated his use of the latest market research and data-driven insights to inform his recommendations, ensuring that my investment strategy is resilient and forward-looking.

In addition to superannuation and investments, Victor provided invaluable advice regarding my DVA and CSC benefits. Navigating these benefits can often be overwhelming due to the intricacies involved, but Victor’s comprehensive knowledge in this area was reassuring. He explained the nuances of my entitlements with precision and patience, ensuring that I fully understood each component and how it integrates into my broader financial plan. His advice has allowed me to maximize the benefits available to me, thereby improving my financial security and peace of mind.

One of Victor’s standout qualities is his ability to communicate complex financial concepts in a way that is accessible and relatable to Veterans. He is genuinely committed to educating his clients, equipping them with the knowledge needed to make confident financial decisions. His professionalism and clarity in communication foster a transparent and trustworthy adviser-client relationship, which I valued immensely throughout the advisory process.

Moreover, Victor’s dedication to personalized service is evident in his willingness to go above and beyond to ensure client satisfaction. He is proactive in his approach, regularly updating me on market changes and potential opportunities, and is always available to address any questions or concerns. His attentiveness and responsiveness have made working with him a truly collaborative experience.