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Posted onTrustindex verifies that the original source of the review is Google. Paul has been assisting me for a number of years and have always found him knowledgeable and nothing is ever too much trouble. Recently Paul and Kirra have assisted me in reviewing my insurances and getting me the best possible cover that fits my budget, I'd be lost without the assistance I've received from AssetZ Wealth and have recommended them to many people.Posted onTrustindex verifies that the original source of the review is Google. This year, we started working with Assetz Wealth as clients, and we've been thoroughly impressed with the team's expertise, guidance, and commitment in addressing our financial requirements. They've gone the extra mile, tackling every challenge with enthusiasm and always being there when we need assistance. We're excited about our future as their long-term clients.Posted onTrustindex verifies that the original source of the review is Google. My husband and I were introduced to Assetz as we were looking to establish our SMSF, and we could not be happier with the team. They made the process very easy, explained us everything we needed to know, they are transparent in conducting their business and prompt in helping us with any questions or requests. Establishing and SMSF is daunting at first and one needs to know they have a team that is on their side and puts the customer’s interests first- and we feel that the team at Assetz have done just that, and they still are. Plus all the office ladies there are an absolute pleasure to work with- always professional, knowledgeable and helpful. I would recommend them to anyone I know that is looking to go down this path.Posted onTrustindex verifies that the original source of the review is Google. AssetZ has been incredible to deal with. Their knowledge of SMSF procedures was great but what sets them apart is their customer service. The whole team- Paul, Amanda, Nina have been wonderful to deal with. The best decision we made was to proceed with them for our financial planning needs. If you are considering working with them, you will not regret it!Posted onTrustindex verifies that the original source of the review is Google. Paul, Michelle and their team are a top notch team who take into consideration all your circumstances and come up with excellent strategies. Their advice and ability to assist in so many ways is amazing and appreciated very much.Posted onTrustindex verifies that the original source of the review is Google. I've been using the services of Assetz for a number of years and have found Paul (director) to be knowledgeable and always helpful. He's managed my self managed super fund and my path to being able to retire in a few years time is on track thanks to his support.Posted onTrustindex verifies that the original source of the review is Google. Having lost a trusted adviser to retirement I found his recommended replacement less than adequate so went looking for a new one. Since finding Paul and the team at AssetZ Wealth Pty Ltd I am happy once again and further to this have appreciated the advice provided by them in helping me to set up a self managed super fund as well as keep me updated on all my other investments. I am happy to recommend their services to anyone looking for Financial Advice.Posted onTrustindex verifies that the original source of the review is Google. Great team to work with. Very professional and knowledgeable. Was always just a phone call away. Would highly recommend. I had no idea about SMSF or investing. Paul and his team made it look easy , doing all the hard work. Very smooth transition considering im 1000km away. We can't thank you enough Paul.Posted onTrustindex verifies that the original source of the review is Google. Paul is amazing, what he has done for my superfund nobody else could do. So Professional and so knowledgeable best financial planner I have ever seen.
