I have been in the Financial Services industry since 1986, varrying from a Banking Background with the Commonwealth Bank in most facets of Banking and Lending, to Financial Advice.
My approach to Advice is Hollistic, and new clients gravitate towards me from recommendations from their colleagues, family and friends.
I care about my clients and relationships and always go the extra mile.
My clients are my partners, and we take this journey together.
My Statement of Advice fee can vary from basic advice of $750 to more complex advice with SMSF at $3500, with the average advice fee between $1650-$2550 Annual Advice fees range from Nil to $1650. Funds under Management range from 0.5% to 0.65% charged to the asset.
I cannot recommend Brett more highly. He is friendly professional and a great advisor. I have and will recommend Brett to my friends. Brett takes our financial worries on board and quickly re assures us when we need his help.
Brett has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Brett has always been able to explain things to me in a clear way. Through Brett's knowledge and experience, I feel Very confident that the advice given was right for my needs. I always receive Brett's full care and attention when I need it.
Brett was recommended to me by a trusted friend to advise on my strategies nearing my retirement. Brett has given me advice on income pensions and assisted me on the process of applying for the Commonwealth Seniors Card to suppliment my savings in retirement. Brett is always available when queries arise and between him and his very capable assistant Donna, has made my transition from the workforce to retirement a much more comfortable experience. As a result I have recommended Brett to other friends who are in need of sound advice and financial strategies in their lives.
I have found Brett so easy to deal with there seems to be no areas he does know about. If I require info I get a quick reply. I am pretty happy the way things are going.
Brett’s financial advice has been life changing for my husband and I. We definitely would not be in the position that we are in if it wasn’t for him. He genuinely cares about his clients and is always putting in the extra effort to make sure that we are on the right track. He takes the time to understand our goals and diligently ensures that we meet them with his extensive financial knowledge and thorough professionalism. We could not recommend him highly enough.
- Adviser status Gold
- Number of reviews 19
- First year providing advice 2009
- Years of experience 14
- Advanced Diploma of Financial Planning
Prestige Loans and Wealth Creation16 Jacobina Way
Forrestfield, WA 6058
- 7:00am – 9:00pm Tuesday – Thursday
Wealth Today Pty Ltd