Jace Cordell

Steel Lake

Platinum
11 Yrs Experience
Warners Bay, NSW 2282
4.98
60 Reviews
5
4
3
2
1
4.97
Clear communication
4.93
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 60

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5.00

"We have been clients of Jace’s for a number of years and have found his advice and guidance invaluable"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jace has been a great."

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

"Jace is highly knowledgeable and very easy to understand. He puts complex financial data into plain English and is always available to discuss matters. Highly recommend."

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jace was recommended to us by a colleague and we are so pleased to have found him. Jace is not only friendly and approachable in his manner but has helped me to obtain my first tax refund in my nursing career by guiding me though additional Superannuation contributions which will help me in the short and long term. Thank you Jace."

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

"Jace is extremely professional and knowledgeable in all things “Financial”.

His communication is of an extremely high standard and he ensures we understand new concepts prior to moving on.

Jace shows real interest in us and our issues… his people skills are excellent and we cannot recommend Jace more highly."

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

"Jace can simplify several financial concepts and offers great advice personalised to our financial goals.

He draws very good diagrams to visualise complex financial strategies.

Jace has helped us through our transition phase from working to retirement and has very much reduced the stress and worry that can happen during this life changing journey."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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
Showing reviews 1—10 of 60

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
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting