Jessica Wright has given my husband and myself clear and concise advice concerning managing my transition to retirement. She guided us with our superannuation needs and projections while implementing the best avenue for our tax purposes. We felt extremely confident when speaking with Jessica as she displayed an excellent understanding of her profession and our needs. She was always ready to answer our questions and to receive or return any telephone calls. We would often speak to friends and family as to the support we received. Jessica also encouraged us to participate in any on-line discussions regarding superannuation. Working with Jessica over the years we developed a good rapport and through this relationship we learned trust and strategies to implement for our future. We will miss working with her and her team. We are very grateful to have had her as our consultant and wish her all the best in her new endeavours. She is a credit to QInvest both as a skilled consultant and as a great people person.
Jessica has greatly assisted me in transitioning to early retirement. Over a number of years, she has competently and ethically guided me in navigating the labyrinth of supperannuation and how to minimise tax and maximise income potential. The advice she provides is well considered and tailor made for me as she takes the time to really listen and understand what’s important to me. I’m very confident in Jessica’s level of knowledge and her ability to identify the most suitable actions and investments with which I’m comfortable to fund my retirement and meet my needs into the future. Jessica has also provided valuable advice to my husband on how to maximise his superannuation contributions in a tax-effective way.
Qinvest LtdLevel 28, 266 George St
Brisbane City, QLD 4000
- 9:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2005
- Years of experience 18
- Certified Financial Planner (CFP)