Jay Thwaites

Provident Financial Services

Silver
2 Yrs Experience
Nedlands, WA 6009
4.95
11 Reviews
5
4
3
2
1
5.00
Clear communication
4.91
Knowledge & expertise
5.00
Customer care
4.91
Likely to recommend
Showing reviews 1—10 of 11

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5.00

"I had three meetings with Jay and reviewed a detailed Statement of Advice together. He provided clear, straightforward explanations and tailored his recommendations to suit my needs. Their honest approach helped me feel more confident and supported throughout the process. He was also responsive to my concerns and answered all my questions thoroughly."

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

"Jay and his staff are pleasant to deal with and always friendly and resourceful and has helped me with all my retirement needs and made my life easier to deal with regarding all my financial matters and general enquiries relating to those issues.

I would recommend his services to anyone who needs financial advice and is easy to talk to and explains everything you need to know."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am grateful to a friend who initially recommended Jay to my husband and I. Jay has capably sorted and streamlined our first year of retirement with the vast array of red tape required. He has also tailored all aspects of our finances to fit our self managed retirement to the letter. He has at all times been professional and sought to thoroughly understand our wants and needs for this chapter of our lives. We can't recommend him high enough. Jay has been both a pleasure, and a relief, to work with."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jay was great to deal with and answered the many questions that I had. He was able to sort out the best deals and help us navigate through our inquiries."

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

"Jay has been and continues to be super approachable and is always happy to answer any questions whether it be over email or over a video call. Jay is very welcoming and encourages you to ask any questions and is happy to clarify or break it down so you understand what he is saying. Nothing has been an issue and Jay has been able to resolve any queries/issues we have had with insurances etc."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jay is very courteous, helpful and was very focussed on my questions. He works diligently and in a relative short time produced good advise and alternatives."

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

"Jay is very professional with calm attitude to clients! Precise with recommendations and general overview of circumstances.

Highly recommend Jay to all that are seeking financial assistance or planning.

Thank you Jay and the team at Specialist Financial Solutions."

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

"Jay has a friendly nature, is always courteous, he listens to my questions, and answers any concerns. I feel confident he is providing me with information relevant to my situation. Jay explains complex matters clearly and always concludes our meetings by checking if I have any questions relating to our discussions."

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

"Jay has always been promptly available and proactive throughout my complex income protection claim process."

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

Review history

4.75

Michael, 35 - 45 years, Perth, WA

"Jay is very concise, efficient and informative."

5.00

"Jay is knowledgeable in his field and an excellent communicator. He helped me navigate the options for superannuation and followed up details with patience, care and attention. I would highly recommend his services."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting