Jace Cordell

Steel Lake

Platinum
11 Yrs Experience
Warners Bay, NSW 2282
4.97
54 Reviews
5
4
3
2
1
4.96
Clear communication
4.93
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 54

Sort by

5.00

"Jace continues to provide sage financial advice, we have absolute trust in his ability to manage our financial future."

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

"Jace showed great knowledge regarding both investment strategy and insurance options. As a 31 year old I wanted to set myself up for financial freedom and gave my clear goals and views to Jace believing I had researched and knew quite confidently what strategy I would take. However, Jace's knowledge and understanding was so much more than I expected of a financial adviser showing me options and efficient gas strategies that I hadn't known or thought about. He took great care in discussing insurance options with me as well, showing me various different providers and taking the time to discuss my specific circumstances with the potential insurers to ensure it was the right product for me. Really impressed by the care and dedication and knowledge he showed and would absolutely recommend his services to my friends and family, particularly those my age who are not currently doing retirement planning but want to set themselves up for financial freedom and security."

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

"We are so lucky we found Jace. We are starting our journey to retirement and we keep changing our minds on pathways and he always is patient with us (sorry Jace ;) ) and advises on options as we go. Such a engaging person and so down to earth. Can't go wrong with this guy. The old saying "Do yourself a favour.....""

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Garry, 46 - 55 years, Windella, NSW

"Jace was on Australian Super Adviser list and he has been a pleasure to work with in setting us up for retirement. Able to explain in a simple way on how to smartly invest but also understanding that we wanted to enjoy ourselves as well with travel etc. Very accommodating and would recommend him to anyone!"

5.00

"Jace is very knowledgeable and passionate about his work.He explained things that the average joe blow can understand. I highly recommend Jace and i will be letting my friends know about him.Jace is very easy going and a very nice gentleman."

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

"Our experience with Jace always starts with an offer of meeting options that work best for us. He is always always welcoming and has a positive demeanor. Jace listens well and communicates his ideas clearly, always asking if there are any questions as he progresses through the different elements of the conversation. Jace offers a multitude of options that may suit our desired life pathway. When touching on different ideas that may be an option for us he always uses diagrams / drawings to explain his thinking and provides reasoning for his thinking. We feel this after meeting with him for just the initial planning session. We can't wait for our next meeting where all our desires for financial planning help is put into options. With previous experience with this we know the details will be concise, clearly explained and specific for where we want to be in our life plan. We are extremely happy with Jace and the way he listens to what we want and how we can achieve this."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bloody excellent - clear, concise, patient and good at explaining strategies and reasoning"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I Jace explained how the investments work in super funds and after helping me clearly find define my goals for the future then was able to show me options for me to consider for my retirement. The research that Jace has done to assist me in making the decision on my future were easy for me to understand and I feel more confident. I am glad he was recommended to me."

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

"It was a wonderful experience to work with Jace on our financial plans for now and for retirement. Jace listened to our goals and then was able to use his expertise to help us put a plan in place to achieve those goals. We are very grateful to Jace for helping us to navigate this area with professionalism, positivity and patience. I would highly recommend Jace from Steel Lake to family and friends."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Property Investment
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jace clearly communicates and outlines in detail to meet our circumstances. His knowledge was so advantageous to us in helping towards every step of redundancy/superannuation/retirement and pension. We are very happy with the advice and detailed Statement of Advice. Would be very happy to recommend Jace to anyone."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jace provided a comprehensive, detailed and extensive statement of advice. We were very pleased with the options he outlined, the models calculated and the next steps suggested. He clearly communicated with us and exceeded the expected date of the delivery of the statement."

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 54

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
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting