MY PRIVATE WEALTH

TESTIMONIALS

 

‘I had been looking for someone to give me high quality advice on my Superannuation for a long time but never felt the confidence to entrust someone with my retirement funds. After the initial meeting with Kerry, I had a strong understanding of Super and Risk Protection and felt I had met someone who could provide high quality advice and funds management’

 

Andrew Ballis – Victorian State Manager (Global Logistics)

 

 

‘I entrusted Kerry with consolidating my 4 super funds into one fund with a specific wealth creation strategy. Before the consolidation Kerry knew exactly how each of my current funds operated and was able to answer any question about them straight away. I was impressed by his very detailed knowledge and understanding of Superannuation. I had spoken to a few Financial Planner’s prior to deciding to engage Kerry as he stood out based on the time he took to ensure I understood the advice as well as his extremely wide knowledge base’

 

Jarryd Gaggin – Victorian Sales Manager (Ultimate Media)

 

 

‘I had been referred to Kerry by a friend and was hesitant at first to look at my Super. After meeting him for the first time and discussing techniques to maximise my super I felt very confident in him. He also showed me that for the past 10 years I had been paying way to much fees. He also showed me how to get personal insurances paid via super so I could get risk protection without paying for the premiums out of my personal cash flow’

 

Tom Aszodi – Self Employed Business Director (A Plus Storage)