When I made an appointment to see Julian, my main objective was to seek advice on protecting my family should something happen to me. I walked into Julian's office with a level of scepticism towards insurance. However, by the end of the meeting I was confident with my new understanding of the way insurance works. Julian had a great level of knowledge and expertise and discussed things on terms that I could understand. Julian communicated with me throughout the process of applying for insurance so I always new what was happening and where I was at. I am now confident knowing that if something should happen to me, my husband and kids will be financially set up which is one major thing less to think about and I thank Julian for that.
Julian assisted me in obtaining personal insurance. In doing so, Julian was thorough in reviewing my personal and financial situation and offered me strategies to ensure I was adequately protected, whilst ensuring the cover remained affordable to me. Julian kept me updated throughout the entire process and allowed me to feel confident in the advice.
Jk Financial SolutionsSuite 31009, Level 10, Tower 3 Southport Central, 9 Lawson Street
Southport, QLD 4215
- 8:00am – 4:00pm Friday
- 8:00am – 5:00pm Monday – Thursday
- Adviser status Gold
- Number of reviews 2
- First year providing advice 1997
- Years of experience 26
- Certified Financial Planner (CFP)
Matrix Planning Solutions Ltd