Financial planner

Special thanks to Currina at TJL for doing my tax every year, she helps me maximise my refund and she fixes any issues I may have. She's very helpful and friendly and works very hard, thanks again :)

I have been dealing with Raj since I was in Adelaide...it's been over 8 years since I left Adelaide and I'm still with this company tells you the level of customer service they provide....highly recommended...

They are super helpful. Outstanding customer service. Always act in the best interest of the client. Now I have a few policies with them. Check with them if you are looking for insurance for the first time or just look for better cover!

I have stayed loyal to Paul for many years now, more than can remember. I have found him to be very friendly and always has a smile. He conducts himself in a professional manner and is very helpful in all matters of the business.. I called him to sign some paperwork the other day and he made time for me at very short notice. ​

I highly recommend Joseph without any reservations.Joseph's advice has proven time and time again to be invaluable in my financial planning.One can sense that he is not only very knowledgeable but also kind and caring, he genuinely wants to help his clients who trust in his guidance.And he really is the best choice for anyone, regardless of their financial situation and goals.I have nothing but glowing and positive reviews for Joseph who's earned my highest recommendation

I had the pleasure in working with Suzy at Yellow Brick Road West End late 2014 - early 2015.Having just come over from England into a new country all on my own, she took me under her wing and helped me on my feet and on my journey within Brisbane.Suzy helped me with understanding what superannuation was and proceeded in helping me set up a Retire Right account so I could start accumulating that super.She would work around the clock, Monday to Saturday, and I can bet even Sundays, helping customers. Whether that be helping them with their finances, their superannuation, re-mortgaging or first time home buyers, Suzy would always go up and beyond.Many customers who came into Yellow Brick Road West End, were first time buyers and didn't really know what sort of home loan they could get/afford/existed. This is where Suzy stepped in and made sure they got the best deal at that time and made sure the monthly payments were manageable for that particular person/couple.Suzy taught me a great deal whilst I worked with her, but visa restrictions, regrettably, meant I had to cease working for her. However her business mentality and passion grew inside of me and I went onto do my certificate IV in finance and mortgage broking.I would highly recommend Suzy to anyone who needs financial/superannuation/loan help in a heartbeat. You wont be disappointed with the service you would be receiving, and hey the first meeting is free!

Peter was very knowledgeable and advised us on everything we needed for our life insurance. Tammy then took over and assisted us completing all the paperwork and even dealt with my current super provider for me. It was great that I knew what was going on at every step of the way and I’m very comfortable working with the team at Forrest Private Wealth. Having professional staff available for any questions or assistance has been very reassuring.

Amazing customer service!!! Pat Morey was so helpful at all times and went above and beyond to help me. He found me my dream car and I will be back when I want to upgrade!!! Thank you so much Pat for your care and understanding. Highly recommend 5 star plus

I am very happy with the team at WFS, right from the start Catherine, Jessica and Hoa couldn't do enough to help me, despite a tough market they able to find me a great investment property in a short time frame and manage the whole process including loan application. Being able to deal directly with people I had met F2F made me feel very comfortable with buying a new property.

Josh and the team at Astute Financial were a pleasure to deal with. Friendly, professional and knowledgeable team that helped us to find the best product for our circumstances. Highly Recommended!