Judy Schmidt

Arrow Private Wealth

4.98
11 Reviews
Platinum
24 Yrs Experience
Ivanhoe East, VIC 3079
4.98
11 Reviews
5
4
3
2
1
4.91
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

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5.00

"Judy is a very bubbly person and has a very in depth knowledge of her business and what makes people money. I have been utilising Judy and her partners for over ten years now and feel that my hard earned investments are extremely well looked after and I can only recommend Judy highly in this field."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I first made contact with Judy for financial advice when I retired from my profession twelve years ago. Her recommendations have proven to be most satisfactory and well explained. I can not fault the level of professionalism and the personal attention Judy offers. She is an integral part of my retirement plan. I have full confidence in her advice."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Judy has been managing my Super for some time now. I could not be happier, her advice, professionalism, attention to detail is second to none. She has taken the stress of out of my retirement planning and given me peace of mind."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I are enjoying our retirement thanks to Judy's fantastic advice and guidance. A true professional who also has that personal touch that we appreciate and value."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I began my journey with Arrow Wealth 6 years ago and have experienced knowledge, reassurance, honesty and compassion."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have known Judy for over 4 years now and in that time she has helped me to totally transform how I manage and invest. This has resulted in me being closer to being able to make significant life decisions that I had previously been unwilling to make due to financial constraints. Judy listens to my needs and concerns and gives sound advice, I never feel pushed into anything I don't want or feel is right for me."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was referred to Judy to help plan the next phase of life into retirement and setting up a secure future. She has put scenarios in place giving us multiple choices for consideration. She is very professional and works perfectly to help fulfil what’s possible within my aspiration. I feel very comfortable with Judy and would highly recommend her for financial planning."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Judy's sound depth of knowledge and keen ability to understand our financial goals has ensured we are set us up for success across both our business and personal financial management. Judy takes the time to revisit our goals and needs regularly, making certain our matters are up to date with the latest advice including any changes we need to stay abreast of. The confidence this affords us is priceless."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Judy's advice, support and understanding has been invaluable as I head along a new career path. Apart from her practical expertise, her confidence in me as a person has been unbelievable. A can't thank Judy enough for everything she's done. And she laughs at my jokes. How lucky I am."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Judy's expertise and professionalism is second to none. I have been a client of hers for many, many years and the care and attention she puts into me and my family's financial well-being is something I value highly. To know she is there looking out for me brings great peace of mind."

  • Superannuation
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting