Jon Hosford

Northwest Life

Gold
14 Yrs Experience
Bundaberg Central, QLD 4670
4.98
12 Reviews
5
4
3
2
1
4.92
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 12

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5.00

"I have had nothing more than help from Jon, helping me with all advice when needed, Jon has been a welcoming adviser for people that don’t understand things in time to retire. I have recommended Jon to many of my colleagues. Thanks for your help and understanding all my needs. - Robyn Balsevicius."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jon Hosford profile photo

Jon Hosford responded on August 2022

"Robyn. Thank you for your kind words. It has been my pleasure helping you take back control of your money. I look forward to helping you further throughout the journey!"

5.00

"Jon is a very confident , knowledgeable man who is also friendly and approachable. He has no hesitation to help with my financial situation in all aspects. I am very pleased to have contact with him and will highly recommend him when necessary."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jon Hosford profile photo

Jon Hosford responded on July 2025

"Morag, it has been a pleasure to work with you to help you get ready for retirement!"

5.00

"Jon was great, he took time to explain things to me and was always on the ball. His patience, availability and understanding around my busy schedule was amazing. He is very knowledgeable and helped implement new set ups while I was with him during consultation."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jon Hosford profile photo

Jon Hosford responded on July 2025

"Lauren, thank you for your kind words. It has been a pleasure working with you to date, and I look forward to helping you reach your goals going forward."

5.00

"Jon is knowledgeable in his field, and communicates well at the clients pace. Happy to go over things again and make himself available as needed, to revise aspects according to the clients wishes and perspective.

Looking forward to retirement! 😃"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jon Hosford profile photo

Jon Hosford responded on May 2024

"Janet and Murray, I am with you on this journey and look forward to helping you retire in style! Thank you for your kind words."

5.00

"We wish we could go back in time and had met Jon earlier. Jon has made us feel extremely comfortable and helped us immensely."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jon Hosford profile photo

Jon Hosford responded on September 2023

"Awwwww. You guys. Thank you for your kind words! No going back: just forward - into the retirement that you two deserve!"

5.00

"Jon has always been very helpful and always takes time to make sure we understand what his recommendations are and nothing has been too much trouble for him."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Property Investment
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jon Hosford profile photo

Jon Hosford responded on September 2023

"Gary, I'm glad to help the both of you on your journey. Hope your enjoying your trip!"

5.00

"Jon build a wonderful rapport with his clients and uses very visual techniques to help explain his vision and give confidence i where and how things could happen to support our vision."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jon Hosford profile photo

Jon Hosford responded on September 2023

"Louise: I'm glad that I am speaking your language with my use of the whiteboard.... my parents (as teachers) would be oh so proud knowing that I was catering to all types of learners! I am looking forward to doing the journey with you."

5.00

"Jon is a very personable man who makes you feel comfortable and confident. He clearly knows his business thoroughly and communicates his knowledge in easily understandable language. He gears his advice specifically to you after listening thoroughly to your situation and perspective. I highly recommend Jon, confident that he will meet and exceed your financial needs."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Shares & Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jon Hosford profile photo

Jon Hosford responded on August 2023

"Thanks for the glowing endorsement Claire. It continues to be a pleasure helping you reach your financial goals."

5.00

"Jon came highly recommended to us. We found Jon to be patient and thorough with his explanations having spent several hours in two appointments making sure that we understood and were comfortable with the process we were entering into. His thorough professionalism combined with his easy manner made us feel comfortable and confident in making the largest financial decision of our lives. We would definitely recommend Jon to our friends, family and anyone reading this review.

As a further note we moved nearly 1000 kilometres north of Bundaberg and this has not made the slightest difference to our interactions with Jon or the efficiency with which our interests have been served."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jon Hosford profile photo

Jon Hosford responded on November 2022

"Robyn and Henry! I so appreciate the kind feedback. I'm glad to hear that you have settled in to your new home and that the process from my end has been a seamless one. Our new Licensee really embraces technology, so it should be even easier to ensure you remain on track with your financial goals. Go team Rutyna!"

4.75

"Without a doubt Jon is very knowledgeable with helping with financial issues.

I was very comfortable in his presence and his explanations of my particular circumstance and outcomes was completely understood by myself."

  • Government Assistance
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jon Hosford profile photo

Jon Hosford responded on September 2022

"Christine. Thanks for your feedback. All the best for your exciting journey ahead."

5.00

"We met Jon after being let down by a previous adviser, so naturally we were a little hesitant in trusting someone else with our financial future. Jon took the time to understand our situation, and got to know us before putting a plan together to present to us. Everything was explained in easy to understand language. He was very thorough with his research, suggested the best options for us, but did not push us into making quick decisions. We were given the time to think things over, and he followed through with everything he promised, even visiting us for an appointment after we had left our home town. We feel very relieved that we found Jon to assist us through our retirement transition, and now trust his advice 100%. My husband and I would definitely recommend Jon to anyone looking for an adviser who has the client's best interests at heart. We now have peace of mind to enjoy our future knowing we can rely on him when needed."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jon Hosford profile photo

Jon Hosford responded on August 2022

"Loretta and Dean. Thank you for the lovely review. I am so glad to know that your trust in our profession has been restored and that you have found financial freedom in your retirement! I look forward to working with you throughout your retirement."

Showing reviews 1—10 of 12

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting