Client Testimonials

How our clients you feel about our Service and Advice

 

Areas that you feel JK Financial Solutions have helped you:

Planning for retirement & strategies to reduce my debt.

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

Excellent.

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

Great.

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

Amazing individualised service.

Sharon Dickel, 2017

Areas that you feel JK Financial Solutions have helped you:

  • Good financial advice
  • Helped with improving Superfund returns.

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

Very satisfactorily

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

Very good, always friendly.

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

I enjoy the functions you put on from time to time.

Paul Naismith, 2017

Areas that you feel JK Financial Solutions have helped you:

Investment of funds for long term goals.

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

They are fully understanding of our goals. They work towards our goals in the best way that suits our needs.

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

They are very friendly and readily available to accommodate our requirements.

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

Every visit, Julian has provided detailed information and explained everything to us at our level of understanding.   

June C. & Sue T., 2017

Areas that you feel JK Financial Solutions have helped you:

I have been assisted in decisions relating to my estate.

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

I have been regularly informed of my financial situation as well as the position of the general economy, from which Julian’s  decisions about my finances have been made.

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

The staff are always cheerful, considerate and accommodating. Vanessa is great as she knows my phone hearing is not that good.

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

I am grateful for the thoughtful consideration of my feelings throughout our association.

Juanita Wood, 2017

Areas that you feel JK Financial Solutions have helped you:

Full understanding of how and when my money is invested.

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

Highly rated. My investment is performing well with the constant supervision of JKFS.

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

Excellent! 

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

Thank you for all of your help and attention you have given me over the years.

Jocelyn Forman, 2017

Areas that you feel JK Financial Solutions have helped you:

Since the financial disaster of ten years ago (GFC), JK has stabalised our retirement fund and now we know that we can live the same lifestyle as before. Our confidence was restored by the solutions installed by JK. 

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

Julian has complete and utter understanding of our targets for the future and with the friendly help from the staff with his, he has satisfied all of our ambitions.

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

A smily and a friendly greeting from all staff stabilises our trust and confidence for the future. We are more than pleased with the way we are treated by all the JK staff.

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

We have dealt with many finance groups during our working lives and we are both so pleased and trusting of the efficient and professional group with whom we are now reliant on. Many thanks JK.

Glenise & Robin Cameron, 2017

Areas that you feel JK Financial Solutions have helped you:

They have assisted us financially by guiding us towards our goals for the future as well as assisting with estate planning.

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

Rating = 100%. They have gone above and beyond to help us. 

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

Very friendly, understanding and patient in all areas of communication provided, especially Julian and Claire.

We feel very confident that this will continue under the guidance of Julian.

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

Thank you for your social functions throughout the year – they are most appreciated.

Glen & Heather Parker, 2017

Areas that you feel JK Financial Solutions have helped you:

Very happy with the great support Julian has provided. He has taken the stress out of retirement and explained the ups and downs of the market so we do not panic. He looks after our Centrelink and also helped maximise tax on the sale of our unit. Julian’s advice over the years has looked after our superfund and helps us sleep at night. 

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

I rate their understanding very highly. We meet with Julian every three months or so to confirm the key discussion points from our last meeting. Julian will either recommend adjustments to our risk profile or leave it be until our next meeting. In the meantime, if anything changes, he always gets in contact.

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

Staff are very friendly and also very professional in their approach to their clients wishes (Not bad at trivial pursuit either!)

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

We are very happy with Julian. He took us through the GFC. He even scolded me when I stopped salary sacrificing during the GFC turmoil, and with his advice I started again and he helped build my portfolio by buying cheap stock to enhance my portfolio.

Edward Spicer, 2017

Areas that you feel JK Financial Solutions have helped you:

Julian & his team have helped in all aspects of our retirement.

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

We feel very confident with the way our investments have been diversified.

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

We are always made to feel welcome and at ease when with the friendly team at JKFS.

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

Keep up the good work!

Avelyn & Peter Thomas, 2017

Submit a Testimonial

We would be happy for you to share a testimonial on our services, please complete the online form below. We look forward to hearing from you.

Required Field

What is your full name?
What is your email address?
What do you think about us?