Thanks for taking the time to read a bit about us. Vintage Wealth is a family business with a long history and an even longer future. We work with engaged clients who are looking for a long term partnership. If you would like to have an initial chat to understand a little about you and a little about us, please feel free to book in a time.
I have known Justin since 2015, throughout my dealings with Justin I have found him to be extremely trustworthy and knowledgeable in relation to my concerns over Superannuation leading up to my recent retirement. I continue to either meet, or discuss via phone on at least a yearly basis and Justin is always willing to explain my situation in as much detail as I require to ensure that I have a full understanding. I would have no hesitation in recommending Justin to anyone requiring good solid advice on Superannuation matters and how to gain a good understanding into the best options available in retirement.
Justin has always been available to assist me with my superannuation and advice on my finances. We have been working together for a few years now and Justin has always taken the time to listen and care about his clients and makes sure that if I don't understand something he will go over it until I feel comfortable.
Justin took over as my financial adviser approximately 2 years into my retirement. I was very happy with my previous adviser who decided to cease the industry. I am just as happy with the manner in which Justin took over. He has from the start been very helpful in our dealings with him. He has always been available by phone to answer my random queries and is in the process of restructuring my finances to ensure our financial future.
Justin has always been very helpful and has given me sound advice when I was trying to negotiate all the rules and regulations preparing for retirement; trying to ensure our money would work for us in the best possible way in the future. He also helped me with budgeting and Centrelink when applying for the pension. Justin took the time to ensure I understood what plans he had in place for us and he is always available to answer any concerns we might have. I am fully confident that our future, money wise, is in good hands and we can be confident that we can live comfortably. His advise was very good for our situation and we know we have all the care and attention we needed or may need in the future. Nothing is too much trouble for him.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2013
- Years of experience 10
- Bachelor of Business (Accounting and Business Law)
Vintage WealthFountain Plaza, Unit 4, 148 Central Coast Hwy
Erina, NSW 2250
- 8:00am – 6:00pm Monday – Friday
Amp Financial Planning Pty Ltd