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

JK Financial Solutions have helped us feel comfortable when talking about our financial needs. Julian was very helpful and easy to talk to when we first approached JK. Julian was not the first person we had talked to in reference to our Financial needs but we were very pleased with the way he listened to us and we felt comfortable dealing with him.

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

They had a good understanding of our goals and objectives and have implemented solutions that we feel will match our financial expectations now and in the future.

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

Staff are extremely friendly and phone calls are quickly dealt with in a very positive manner. If Claire or Brooke cannot help us with any questions we may have we find we are put through to Julian straight away. Brad has done our tax returns for the past two years, he is very professional, quick and nothing is too much trouble for him.

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

JK were referred to us many years ago by a friend as a very good place to get our Tax Returns done. We still get our tax returns done there but we have now put their financial services to good use and only wish we had done it a lot earlier.

Ian and Christine R (Trinity Beach Qld)


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: Julian steered us through the Centrelink pension “minefield” with a minimum of stress and great experience. Rearranging and combining our pension schemes has improved our our wealth and the whole process was made easy for us to understand.... more»

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