For over 14 years, I have helped people and their businesses reach their ultimate goals by guiding them to protect and grow their wealth. What motivates me to succeed as a professional is my drive to understand your aspirations so I can then dedicate my skills, knowledge and leverage off my network of specialists to create effective and personalised strategies to help you reach your ultimate potential in life. I specialise in wealth creations strategies (Super and investment vehicles), retirement strategies, portfolio construction and investments (including direct shares), personal protection (Insurance), cashflow and debt management, and tax strategies.
Jonathan was my contact officer at Perpetual working with me from the beginning through helping to map out and set up my investment plan and strategy. I totally recommend Jonathan for his professionalism and genuine care.
Jon was conscientious in providing information to explain his advice and recommendations. He also remained on the lookout for new opportunities. Where I had a different point of view he was prepared to listen and discuss.
Jon has been an excellent and knowledgeable adviser for my wife and my 'super account' for years. He has kept us up to date on any/all opportunities for us to consider. Jon has always been available when we would have any questions. We never had to wait for days for answers to queries, even when we were outside of Australia. We always felt well educated with his advising.
Jon was always available when I had any concerns and helped me to make the exciting and challenging transition into retirement. At all times he took into consideration the complex needs of my family, the impacts of cultural issues and helped to set short and long term financial objectives to protect myself and my loved ones. Jon demonstrated clear communication and always checked and ensured my understanding. I was always impressed with his genuine concern his attention to detail and his holistic approach when developing short and long term objectives. I have been a client of Perpetual for over 40 years- my family for even longer. Jon is one of the best advisers that I have had and I have no hesitation in recommending him.
Excellent knowledge, easy-going, and explains well. Highly recommend.
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2014
- Years of experience 9
- Postgraduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Hills Advice Pty Ltd7 Pellitt Ln
Dural, NSW 2158
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Crown Wealth Group