28 Reviews

Ross Monteleone

Assured Wealth Advisors Pty Ltd

Gold

11 Yrs Experience

Morphett Vale, SA 5162

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I am a qualified Accountant and Financial Adviser with over 18 years of professional experience.

As a qualified Accountant & Financial Adviser, I am extremely passionate about providing the best financial and taxation advice I can, I am a strong believer that it is important for everyone to have access to good financial advice that is based on meeting a client's lifestyle and financial goals.

I am driven by my clients financial successes and find assisting clients particularly rewarding.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates

5.00 February 2024

Thank you for the meeting last week.

We really appreciate you taking the time to get to know us and our situation. Was good to talk to someone that understands that 'one size does NOT fit all'

We will be in touch to organise tax and will move forward from July.

Look forward to working with you.

5.00 February 2024

First of all thank you for meeting with us. We found the meeting very informative and beneficial in that you discussed our concerns with the retirement process.

We now look forward to meeting with you again to plan a way forward.

Again, thank you for meeting with us and we found the meeting very positive.

5.00 January 2024

Was good to meet you Friday, Thank you for being so informative and patient with all our questions. Look forward to you helping my parents Thanks Donna.

5.00 January 2024

Very informative and helpful advice. Looking forward to working with you in our retirement.

5.00 December 2023

Hi Ross,

Thank you mate, much appreciated and appreciate the chat too. You a very refreshing, and realistic perspective. Helped me see some things in a new light, thank you 😊