John Kuo

Sierra Wealth

Platinum
23 Yrs Experience
Sydney, NSW 2000
5.00
21 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 21

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5.00

"He gave me advice based on my circumstances and provided me with enough options and information to make decisions."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We worked with John to review our financial position holistically as well as provide investment recommendations to meet our future financial goal. We found John engaging and easy to communicate with. He was always available to answer our questions or concerns and takes the time to work with us. I would recommend using John as a financial advisor."

  • Superannuation
  • Insurance Protection
  • Shares & Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I had an outstanding experience working with John. He was professional, efficient, and incredibly thorough. His communication was excellent—clear, timely, and easy to understand. He took the time to walk me through everything with patience, especially when it came to creating a realistic budget and choosing the right life insurance plan for my needs. John was recommended to me by a friend, and I’m so glad I got in touch. His expertise, honesty, and dedication truly set him apart. I highly recommend him to anyone looking for a knowledgeable and trustworthy financial adviser."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John’s knowledge and expertise made the process very easy for me as he guided me and helped me towards a plan which suited me best and was very informative every step of the way. Love your work John and thanks for everything."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My partner and I cannot recommend John’s services more highly. From the outset John took time and care to really understand our situation and develop strategies to achieve our financial goals in a way that aligns with our values. In particular the financial changes that come with starting a family. Throughout the whole experience John was incredibly organised, proactive, and had excellent communication. It’s a great to feel confident about our financial future, thanks again John."

  • Superannuation
  • Insurance Protection
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It was a pleasure dealing with John. He was very personable and took the time to understand my situation and explained all the options available in a way that allowed me to make decisions. I found him to be very client focused and professional. Thank you."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John was fantastic to work with! Not only did he help us clarify and narrow down what our goals were, but he often went above and beyond in offering advice that was practical and relevant. John would often draw from real world experience and to add to this, the fact that he is super personable and responsive - every conversation felt like he genuinely cared for us. We highly recommend John on your financial advice team!"

  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John helped me to arrange my income protection, and was able to provide clear and tailored advice that was relevant to my priorities and needs at this stage of my life, as well as anticipating how things may change in the future. John is very knowledgeable in his area and provided sound advice which I could be confident in. He was also highly communicative and responsive, which made the whole process much easier."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John Kuo at Sierra Wealth is an absolute pleasure to work with. I have known John for many years and he has always carefully and honestly managed our family's financial planning. John is very professional, thorough and personable. John has extensive experience in the industry and worked diligently to address all of our financial planning and insurance needs. I highly recommend working with John!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John recently assisted me in setting up income protection insurance. His broad knowledge and professional services across all financial planning areas supported me in understanding all questions I got clear. I highly recommend him to all my friends needing Financial Planning advice."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting