Testimonials

Q: Areas that you feel JK Financial Solutions have helped you:

We met Julian when we were around 55, which is a fairly critical age approaching retirement. Julian was able to provide very sound advice in regard to our structure, incorporating individuals, company, super fund and family trust and the appropriate investments within each structure. Circumstances eventuated within a very short time frame, whereby that altering of my mix of investments resulted in tax savings in excess of $100k.

Q: How do you rate their understanding of your goals and objectives and have they helped you to achieve those:

Julian’s understanding of our goals and the help he has given us has been excellent. I am an Accountant and have a bit of a working knowledge of Financial Planning/Investments. I have often bounced ideas off Julian and with his expertise and input, I feel that we have found the best options and most appropriate solutions to our circumstances.

Q: Friendliness of staff and your feelings about the customer service they provide:

Excellent. They are always available and always respond within a very satisfactory time frame.

Q: Any other comments or positive feedback that you would like to provide:

I think that Julian’s main strengths are his common touch and impartial advice – his ability to relate to his clients and communicate in terms they understand. Having worked all your life and hopefully saved enough money to retire on, it is probably the most important consideration that you feel you can trust your Advisor and that he is on your team, primarily interested in your affairs, not his.

Graeme and Denise D (Northern Suburbs, Sydney NSW)

Contact

Suite 31009, Level 10,
Tower 3 Southport Central,
9 Lawson Street, Southport QLD 4215

(p) 07 5655 5669
(e) Julian@jkfinancialsolutions.com.au

Client Testimonial

  • Q: Areas that you feel JK Financial Solutions have helped you: Helped me to restructure my share portfolio, maximise superannuation returns and minimise my tax payable. Q: How do you rate their understanding of your goals and objectives and have they helped you to achieve those? Julian knows... more»

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