JOURNEYNEST PTY LTD

My husband and I have been clients of Billy’s now for 6 years. Billy’s continued advice enabled my Super to continue to grow with a goal to retire.
We been retired for a couple of years now and Billy’s support and advice has given us financial security and comfort.

I highly recommend Billy, his understanding of his clients needs & is very knowledgable. He has caring and personable nature and has been a delight to work with.

As a migrant who came to Australia in my early 40s, I had to start from zero in building my superfund. It was overwhelming as I was not familar at all with the options and strategies available. With Billy's guidance and financial advise, a strategy unique to my situation was put to work which yielded a slightly better outcome compared to if I am to just do it myself. Thank you Billy. Looking forward to keep growing positively, with JourneyNest.

My mum has recently moved into a different phase in her life; that of semi-retirement. We knew she needed to get some advice around how to structure her finances but knowing where to start and the type of advice that would provide the most value to her wasn't as clear. Billy and Jason were both approachable and patient and they took the time to understand mums situation but also went above and beyond to fill in the blanks (which took some effort) in order to tailor advice that was understandable and tax effective to her. We were both very happy with their service.

Hi, me and my wife been with Billy for more than 8 years now and so far we are happy and contented the manner he handles us personally and professionally especially dealing on our investments. He acted a quick reply to our messages and emails for some queries. He sees to it also that we understand well his explanations and listens to our questions.
Thank you Billy for leaving your office with a smile and a happy
Hi to Jayson I know he is a great team player in JourneyNest. More power to all of you.

I have been a client of Billy for a few years now. Billy made sure he understood our needs, our comfort level and provided the right solution based on our family situation. He also contacted us after initial sign up to ensure we are happy. Billy did another review last year and recommended a new solution. I highly recommend Billy!

My wife and I have been with Billy for close to 10 years. Billy have helped tremendously with realising my goal to retire with a comfortable nest egg. 4 years retired now and I have no complains regards Billy services and advice. Billy have also gone beyond his prescribed services by helping us with complicated paperwork and tips in securing our future.

Billy has been very helpful, professional and attentive during the whole processes. He has been very patient and detail answering all the questions we asked. He is fast in responding our email. I definitely highly recommended him for any financial planning services.

We have had Billy looking after our investments for several years and we are very happy with the way he has handled our investments. He explains things in a way that is easy to understand and asks for our opinions also. We recommend Billy to anyone looking for an excellent financial adviser.

Billy is professional and thorough in his advise based on what our risk profile and financial goals. He’s responsive and helpful everytime i have questions on my investment. Thank you.

I have been a client of Billy for nearly 2 years. I reached out to Billy as he was recommended through a friend of mine and I have not regretted it ever since. My Super has grown to more than what I'd ever expected and during these unsettling times it's always good to know someone is there keeping an eye on your current investments. I can always reach out to Billy with any questions and feel comfortable doing so, as I know he will always get back to me with an answer. He is helpful and a truly genuine nice guy and I believe our future working relationship will carry on for many years.

Billy has been amazing with my financial planning. Helped me get a plan down and also advised on my super. Highly recommend. Always very courteous and professional with prompt responses.

Billy has great listening skills, articulate and genuine care for his clients. He has extensive financial experience coupled with a personable approach that quickly establishes trust to help you achieve your financial goals.

In our consultation, he explained complex financial matters in simple terms that really helps us understand the impacts of the decisions we were making. Billy's advice has helped improve our financial position dramatically, to the extent that we have referred family and friends, something we are always reluctant to do.

I would highly recommend Billy and JourneyNest for all your financial service needs, he can offer relevant and customised advice to help you make the most informed decisions about your money.

We have recently moved all insurance needs across from a non functioning broker to JOURNEYNEST. To say that this change was a positive change would be an understatement. Billy has assisted us to make some critical changes that will not just benefit us but our children in the future. His dedication to ensure that we have all the relevant information to make these changes has been what we have been missing. We look forward to continuing this journey with JOURNEYNEST for many years to come. Thanks for all the hard work Billy.

Trust is key here. We started our journey with Billy (Owner) with a small project in our financial planning and it has now grown to a bigger portfolio. You can't buy trust but to earn it and is the key to this type of business!