We have been clients of Millennium Wealth for over 2 years now and Shane walked us through setting up our SMSF and continues to manage all aspects of fund management and record keeping for our fund. Shane makes the process uncomplicated and is on the pulse of what is happening with our investments. We have peace of mind that our investments are working for us and all aspects of our financial situation are in order. The entire team is amazingly efficient and an absolute pleasure to work with.
From a chance phone call and an initial client interview our SMSF was established and we haven’t looked back since. Our returns are solid and steady and Shane has always been able to provide sound insights wherever a question is to be found.
The service provided by Shane and the team at Millennium Wealth Advisory are professional and relatable, we are not the super rich but we have always found value in the service and advice offered to us.
Shane has been exceptional in explaining how our SMSF portfolio and investments have been progressing. He clearly explains where we stand financially in a climate of uncertainty. He offers good sound advice when we suggest other ideas to increase our wealth. Shane's friendly and approachable manner has been awesome with good clear direction in our financial matters.
Shane and the team at Millennium Wealth make the complex financial system easy to understand. All I can say that every time I call with a question they promptly reply. Both my wife and I are extremely happy with our decision to get Millweath to manage our super fund and we have recommended this company to family and friends.
Shane and his team has helped us secure our retirement future whilst making the process as easy to understand and manageable in the process. Shane is an honest and straightforward guy who does not complicate the SMSF process and works hard to ensure we understand and have choices in our financial future. He is futures focused and nothing is too difficult or too much of a hassle for him and his team- I have referred him to my friends and family based on my experience with him and his team and would not hesitate to recommend him further. Thanks Shane.
Millennium Wealth AdvisoryLevel 4 Emerald Lakes Town Centre, 3027 The Blvd
Carrara, QLD 4211
- Adviser status Bronze
- Number of reviews 10
- First year providing advice 2013
- Years of experience 10
- Diploma of Financial Services (Financial Planning)
Hillross Financial Services Ltd