We have found Jean to be passionate about helping us in our endeavour to become financially secure as we approach retirement. He is always friendly and cheerful whilst still giving us advice regarding our spending habits. Jean is always prepared, organised and understanding despite all the changes we constantly make to our budget.
Whenever we have emailed or called Jean, he has always replied promptly and is always enthusiastic and personable. All our meetings over the past 2 years with Jean have been positive and informative and we would highly recommend his services.
Glen and Leona
Jean is always encouraging and genuinely interested in helping us reach our financial goals. He takes the time to explain complex issues in a clear, concise and easily understood way, ensuring that we understand. I thank Jean for his patience and financial advice.
We have been customers of Wealth Partners for approximately two years eight months and over that time we have found them to be an asset.
During that time our consultant Jean has been there for us. He is genuinely interested in us both financially and personally. Jean always listens and then advises us on the best course of action to take for all the changes that our life brings to our finances.
Jean’s focus is firstly to our ongoing needs but always has our future in his sights.
Terry and Sue
I had been looking at property investment for the last few years but lacked the courage to move forward. Adding to my uncertainty was often the different advice I received from my bank. Tiffany was my allocated mortgage analyst, who provided education and advice to improve my management of my finances, including better use of my credit card. Tiffany developed a three year plan to assist me in achieving my property investment goals.
It has been a long haul but finally I have five properties, which includes a very long and arduous process relating to a property re- development, and a property in Melbourne, without Tiffany's persistence I would have given up.
It has been a pleasure working with Tiffany over the past 2 years. Her knowledge and professionalism is outstanding. She has helped us organise and understand all our finances at another level. Tiffany understands our financial needs and is leading us in the best possible way to our financial goals. We are now able to have greater future plans and always are looking forward to our regular meetings with Tiffany.
Thanks so much
Said and Zahra
I would like to thank you and let you know how much we appreciate the relationship we have had and the service WPA have provided for us over the past one and a half years.
Warmest regards and gratitude,
Joan & Peter
I'd like to compliment Wealth Partners Australia for the excellent service it has provided us last financial year. WPA has helped us to sort out our finances and helped us save money which we never thought would be possible a few years back.
I have always been pleased with Wealth Partners Australia. Their professionalism and ability to explain various ways to save money exceeded my expectations. Such a commitment to great customer service is to be commended.
We could not ask for anything more. WPA is always willing to help, answer any questions we might have and is always very quick to respond. We have highly recommended the company to friends and family.
Steve & Pamela
I just wanted to send you a quick note to let you know that I’ve been dealing with WPA for about 11 months now and during this time I have been most satisfied with the level of service provided.
I thoroughly enjoy dealing with WPA and hope to continue working with them in the future.
I would recommend Wealth Partners Australia to everyone who is under financial crisis or anyone who wants to get ahead and pay their credit cards, mortgage & other debt much quicker.
All the best,
Chris & Sharon
I A big thank you to WPA for their patience and encouragement. Your dedication, honesty and approach is greatly appreciated.
We found ourselves on a debt roundabout of mortgage re-payments, three credit cards and car loan re-payments that we were convinced we were never going to pay off. Thanks to Wealth Partners, we are now clear of our credit cards and car loan debts. We are on top of our mortgage with a growing savings account for the first time in a very long time. Thank you!!!
John & Stacey
I would like to thank WPA and let you know how much we appreciate the relationship we have had and the service WPA have provided for us.
We have learned so much about financial control, goal setting and planning for the future and WPA has played a large part in turning our circumstances from a rather dire situation to a more positive and exciting platform for the future.
We are firm believers in providing feedback (both positive and negative) where it is warranted. The service and support we have received from Jean over the last year or so has been exemplary. Jean’s advice has been provided in a user friendly and common sense manner such that we have been able to fully benefit from his expertise.
We have really appreciated Jean’s approach and have nothing but praise for his work.If you would like to discuss our feedback further, please do not hesitate to contact us.
Tim & Fiona
After our marriage we found ourselves on a debt roundabout of two credit cards, mortgage re-payments and car loan re-payments that we were never going to get off.
Thanks to Wealth partners and Tiffany Bernard, we are now clear of our credit cards and car loan debts. We are on top of our mortgage with a growing savings account for the first time in a very long time.
Bret and Tiffany
Since being introduced to Wealth Partners, I have for the first time in my life NO MONEY WORRIES. I follow your advice and stick to the program and that’s it, job done. Each month I can see the progress, I never have to worry about having to pay bills.
It is hard to put into words the relief and the security this brings. The reduction in stress is not easily quantified but it is very real.
Small steps for great results.
Thank you once again for your support and advice, you have made a huge difference.
(Burnside Heights, VIC)
Don and myself would like to say “Thank you” to Wealth Partners Australia for saving us thousands of dollars off our house loan.
All the staff are polite and helpful to deal with. They have helped guide us for over two years by using a budgeting system they use which helps to stop your money from going out the door.
The guidance they give you each month to maintain your monthly budget is fantastic. The monthly statistics that are sent out are easy to read. They also help to keep you on target. Over the last two years we have paid off two thirds of our debt to the banks. We have only one visa not four and have paid a deposit on a new property that is yet to be built; much of this would not have been possible without your financial guidance. We look forward to continuing our relationship with your company and building a successful portfolio for our future.
Don & Karen