Wealthwise

WE HAVE DEALT WITH PAUL TURNER FOR A NUMBER OF YEARS NOW, HE HAS ALWAYS BEEN VERY HELPFUL WITH US AND EXPLAINED EVERYTHING IN DETAIL. I WOULD HIGHLY RECOMMEND PAUL TO ANYONE WANTING FINANCIAL ADVICE. ROS AND TERRY COWLEY

Paul Turner is our adviser and has been for a number of years, he is a true
professional and a very approachable and contactable adviser, have recommended him to a number of friends

A good friend of mine asked if we had were getting Financial advise as we approached 55 we said no and he told me about the great job Wealthwise was doing for them and how there advise had changed the way they say their lives in retirement, and they have done just that for us too, so my advise if you have or haven’t got a Financial adviser talk to Weathwise, because they do what they say they will and it works if you say with the plan, Yogita Patel is our adviser, and I’m not sure that she could work any harder to help us so thank you Yogita. They are so thoughtful they even put on a Golf Day this week which was really enjoyable, and we had a chance to meet the rest of the team and they are all very friendly, Thank you for a wonderful day.

We have been using Joseph for years now and as my family's life situation has changed over the times, Joseph has been there to give us the best advice and support in a professional and timely manner. Thanks!

Joseph has been my FP for more than 12 years now. He is very knowledgeable in his field & able to provide advice for what suit my situation. My recent portfolio has grew by more than 10%, that is a great news. Thank Joseph!

Both Kaylene and I would like to thank Paul Turner and his team for their professional guidance and support in aligning our strategies, so we could achieve our dreams and future goal, we were overwhelmed and confused initially but the way Paul conducted himself through out the process made us more comfortable and positive, knowing what we are able to achieve. We appreciate the information and advice you have shared Thankyou G&K

Manisha Bhudia thank you so much for helping us with our retirement planning. You have been a great help to us. We appreciate what you have done for us. Thank you. Anthony and Agnes Breag.

Ash has been looking after us for many years. We are very pleased with his service and courteous manner.

We were recommended to Paul Turner at Wealth Wise by a friend. We have found Paul to be very helpful and professional in explaining and setting us up in retirement. He is always approachable and has taken the worry out of making financial decisions

We have found Joseph knowledgeable and has wealth of expertise in managing self managed super funds. Also makes you feel very comfortable in our dealings. Regards Frank & Gillian

Joseph is my financial adviser and has been for the past 14 years. Joseph has calculated the best results for my superannuation.

We have known Joseph over the past few years through Wealthwise
and are extremely grateful for his professional advice and his positive response, whenever we have met up with him. His encouragement and guidance to maintain our lifestyle with the right investments has given us great peace of mind. We would highly recommend Joseph as a Financial Adviser.

Been Joseph’s client for many years. You will you are in good hands when it comes to financial planning when you are with Joseph.

Joseph is a very professional financial advisor, keeping us informed of changes and updating our portfolio to the best of our interest. With his great knowledge and experience in the financial markets, together with his friendly and approachable manner we are most happy and satisfied to have Joseph as our financial advisor.

Been with Joseph for over 20 years he has helped us every year we make a return. He is so approachable and understandings our needs will be with him forever