William Ha

"We found William to be very engaging , easy to talk to, any questions we may have had he explains very clearly and simply, added with a plan that will take us into retirement most confidently and comfortably.."

"William is extremely knowledgeable and thorough with his projections and advice. He is also very patient, taking care that his clients are understanding the complexities and nuances of the advice given. We found William a pleasure to deal with and very fast to answer our queries."

"It was a pleasure using William's services on my finances. William posses thorough knowledge of the financial products and even went above and beyond to assist me with my queries. I would highly recommend William to others."

"William is an efficient and knowledgeable financial adviser. William has assisted me in setting up and rolling over my Super into an SMSF account so I could buy a few properties. He has also formulated a strategy for me to build wealth over the years until I retire. William has also set up insurance cover for peace of mind. I would recommend William to my family and friends."

"William was extremely attentive and knowledgeable when providing financial advice. He gave a thorough and in-depth assessment of my finances and took into account my risk appetite and where I wanted to be within 10 years. Not only that, he thought of and implemented things that weren't even on my radar (i.e. life insurance and Essential Growth account) and took care of the paperwork whilst following up periodically. I will highly recommend his services and am extremely happy with everything that he provided!"

"William is a very competent and an experienced Financial Adviser. He genuinely likes to assist people with their financial needs. He is caring, a good communicator, always available and reliable. I would not hesitate to recommend William to family and friends."

"I came into a substantial settlement due to a MVA and not knowing how to make my money work for me as I will not be able to enter the work force again I seemed some financial advice. We went and met with a few financial advisers and William came across as a one that spoke our language that could explain things in a way that we could understand. He didn't promise the moon. He had a clear simple but effective plan and he always made sure that we understood that we were in control of our money and the decision was always our decision to make. He just guided us into the best sort of plan that would suit our situation. If we wanted something different he would look into it for us. He listens to our concerns. He looked into different things that we had heard of to see if they would work for us. He is very dedicated to his customers to his clients and we have become from being a new client to hopefully having a very long lasting relationship with him as I'm going clients. I honestly think that you should put William on your list of advisers to visit when looking for a new one. You won't be disappointed."

"Very professional and explains in an easy to understand manner."

"William's commitment to our needs was excellent. Everything was a breeze, no real hassles."