Over the past 12 years at Stonehouse, I've seen countless financial situations, strategies and circumstances. This has enabled me to help my clients make smart financial decisions, avoid costly mistakes, save tax and create wealth over time.
This leads to reaching financial independence much faster, with less stress and better outcomes.
Jeremy has been a great help and always takes the time to answer questions and explain things we don't understand. Would highly recommend him as an advisor.
Had a quick chat and he answered all my questions very well. Will definitely reach out if the need arises.
From one simple phone call of enquiry, followed up by several,Jeremy has been able to communicate and advise in a very simple manner, taking the time to explain in details his assessment of my current status and to show clearly where are the gaps. More importantly the potential risks and options to fix them. Since the first call we have completely rearranged in a much more efficient way the structure of my financial position and been able to set up for retirement which for me at 60yrs of age was very important. The thing with Jeremy he is able to keep it simple, clear and helps you to feel very comfortable. In the short time I have known Jeremy, the care and attention provided to me has been nothing but exceptional and happy to have Jeremy as a partner to ensure I have successful retirement plan in place!
I was recommended Jeremy by a colleague and from our first conversation I was confident that Jeremy was interested and enthusiastic about aiding his clients to the best of his ability. He accommodated me over the phone, by e-mail and in person (before the covid pandemic). Jeremy has restructured my superannuation, provided guidance and insight into the sharemarket as well as sound advice regarding the property market. Jeremy is a gentleman, a competent and trustworthy financial advisor and I have referred several of my trusted colleagues and friends to him. I look forward to his guidance, advice and confidence for the foreseeable future.
Jeremy was extremely helpful in assessing my needs as a client. He diligently reviewed multiple insurance companies and provided his recommendations in a clear and sound letter of advice. I was extremely satisfied with his service, communication and my interactions with him.
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2010
- Years of experience 12
- Certified Financial Planner (CFP)
Stonehouse Financial Partners Pty LtdLevel 20, 110 Mary St
Brisbane City, QLD 4000
Stonehouse Financial Partners Pty Ltd