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Morag, 56 - 65 years, Burnett Heads, QLD
"Jon is a very confident , knowledgeable man who is also friendly and approachable. He has no hesitation to help with my financial situation in all aspects. I am very pleased to have contact with him and will highly recommend him when necessary."
- Government Assistance
- Retirement & Pension
Lauren, 35 - 45 years, Bargara, QLD
"Jon was great, he took time to explain things to me and was always on the ball. His patience, availability and understanding around my busy schedule was amazing. He is very knowledgeable and helped implement new set ups while I was with him during consultation."
- Superannuation
- Insurance Protection
- Cashflow & Income
Janet, 56 - 65 years, Bargara, QLD
"Jon is knowledgeable in his field, and communicates well at the clients pace. Happy to go over things again and make himself available as needed, to revise aspects according to the clients wishes and perspective.
Looking forward to retirement! 😃"
- Superannuation
- Retirement & Pension
- Tax Strategies
Ken, 56 - 65 years, South Isis, QLD
"We wish we could go back in time and had met Jon earlier. Jon has made us feel extremely comfortable and helped us immensely."
- Superannuation
- Insurance Protection
Gary, 56 - 65 years, Kepnock, QLD
"Jon has always been very helpful and always takes time to make sure we understand what his recommendations are and nothing has been too much trouble for him."
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Property Investment
Louise, 46 - 55 years, Meadowvale, QLD
"Jon build a wonderful rapport with his clients and uses very visual techniques to help explain his vision and give confidence i where and how things could happen to support our vision."
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Cashflow & Income
- Budgeting
Claire, 46 - 55 years, Bundaberg Central, QLD
"Jon is a very personable man who makes you feel comfortable and confident. He clearly knows his business thoroughly and communicates his knowledge in easily understandable language. He gears his advice specifically to you after listening thoroughly to your situation and perspective. I highly recommend Jon, confident that he will meet and exceed your financial needs."
- Superannuation
- Insurance Protection
- Self Managed SuperFunds
- Shares & Investments
Robyn, 65+ years, Mackay, QLD
"Jon came highly recommended to us. We found Jon to be patient and thorough with his explanations having spent several hours in two appointments making sure that we understood and were comfortable with the process we were entering into. His thorough professionalism combined with his easy manner made us feel comfortable and confident in making the largest financial decision of our lives. We would definitely recommend Jon to our friends, family and anyone reading this review.
As a further note we moved nearly 1000 kilometres north of Bundaberg and this has not made the slightest difference to our interactions with Jon or the efficiency with which our interests have been served."
- Government Assistance
- Superannuation
- Retirement & Pension
- Shares & Investments
- Cashflow & Income
- Tax Strategies
- Wills & Estates
Nora, 65+ years, Waterloo, QLD
"Without a doubt Jon is very knowledgeable with helping with financial issues.
I was very comfortable in his presence and his explanations of my particular circumstance and outcomes was completely understood by myself."
- Government Assistance
- Cashflow & Income
- Complex Investments
Loretta, 56 - 65 years, Calavos, QLD
"We met Jon after being let down by a previous adviser, so naturally we were a little hesitant in trusting someone else with our financial future. Jon took the time to understand our situation, and got to know us before putting a plan together to present to us. Everything was explained in easy to understand language. He was very thorough with his research, suggested the best options for us, but did not push us into making quick decisions. We were given the time to think things over, and he followed through with everything he promised, even visiting us for an appointment after we had left our home town. We feel very relieved that we found Jon to assist us through our retirement transition, and now trust his advice 100%. My husband and I would definitely recommend Jon to anyone looking for an adviser who has the client's best interests at heart. We now have peace of mind to enjoy our future knowing we can rely on him when needed."
- Government Assistance
- Superannuation
- Retirement & Pension
- Cashflow & Income
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
- Property Investment
- Cashflow & Income
- Complex Investments
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting