Testimonials

John truly understands our needs!

John was recommended to us by two dear friends.john-judy-webster-250

We had been with a financial advisor at another well respected institution, but felt we couldn’t really relate to them, or them to us.

We needed someone who understood that we really had retired and needed to grow and protect the funds we already had. Our money had to last but still be accessible enough to allow us to travel and enjoy our retired years.

When we met John, we immediately felt at ease.  His understanding of strategies and Government benefits has worked well for us.

We feel he truly understands our needs and lifestyle dreams and over the years we’ve had many conversations which resulted in achieving our goals.

With confidence we recommend the services of John and his team at RI Circular Quay.

Arthur & Judy Webster

I can’t express my gratitude enough

When my husband retired…a friend of his recommended we see John Walker for some guidance.fay-raven-250

John worked with us to develop our retirement plan. It felt like there were three of us working as a team.

When my husband took ill two years ago, I didn’t know who to turn to, so we approached John. John was able to simplify the complex rules around Aged Care in a series of simple, easy to follow steps.

For example, one of those steps was simply to contact an Aged Care facility close to home and arrange for a period of respite care for my husband. This was such a huge relief for me. I felt as if I had got my life back again.

I can’t express enough, my gratitude for John and the team in his office. They helped in filling in, what seemed to be, a monstrous amount of paperwork for Centrelink and Care facilities, as well as liaise with our accountant.

I’m ever so grateful for John’s help, especially during these recent times and so pleased that he is there whenever I need any questions answered.

Fay Raven

Your personal approach makes you stand out

A big “thank you” John for the good work you keep doing for your clients. I think you are a very competent financial patricia-horton-250planner and during these difficult economic times you send us information, keeping us up to date and offer advice when we don’t even ask.

The one thing that makes you “stand out from the rest” is your very personal approach and caring nature. At no time does one feel that your main aim is to make money – you seem to be there just to get the best result for us. I would recommend your service to anyone, without hesitation.

My son (a chartered accountant) has met you, listened to your advice and agrees with all I am saying. He advises me to keep on as your client because you go beyond what is expected, for no extra cost. Let’s say “you go the extra mile” – very rare today.

Thank you and best wishes for the future.

Patricia Horton

An immense benefit!

I have today received a cheque from Asteron Life in the sum of some seventy-seven thousand dollars, being the settlement of my claim under the critical condition section of my life insurance policy with them.

Accordingly this payment received today will be of immense benefit to … and me in allowing us to face any additional outgoings over time knowing that we have a financial reserve to assist….you introduced me to the policy back in 1995.

Gean

John, thank you very much for all the work that you have done for us in the last 8 months.

The non financial outcomes for …. and I that your promptings and guidance achieved may have been more beneficial to us than your excellent work in pulling together a messy bundle of assets into a concrete, coherent plan for a secure financial future in our post full-time work life.

I keep returning to your saying “money and assets are tools to be used, not, to be only accumulated” when we are discussing family plans.

We are looking forward to being ongoing clients of yours in the run up to our retirement dates and then afterwards as we move through the retirement years.

My thanks to you… for all your help and sound advice about my Superannuation investments.

I feel very confident about my future.

I don’t know how I would have got through it all without your help – your patience explaining investing, filling out forms…. and your support, which I know will be ongoing.

I would like to take this opportunity to write a few words of appreciation to John Walker and his staff at RetireInvest Circular Quay as I approach ten years under his financial care.

I was immediately impressed by John’s ability to clearly explain his recommendations regarding my relatively small amount of super, and to take the time to do this even though my portfolio was probably one of the smallest he would have been called to advise upon….

I have now finally reached retirement age, and my available income has been nearly doubled due to the part Age Pension that I now receive from Centrelink thanks to John’s financial advice…

I have nominated John to Centrelink as having the power to stand in for me when dealing with Centrelink as far as any periodic reviews that they might require….

This service gives me great peace of mind when I am away.

A big thank you John for the good work you keep doing for your clients.

I think you are a very competent financial planner and during these difficult economic times you send us information, keeping us up to date, and offer advice when we don’t even ask.

The one thing that makes you “stand out from the rest” is your very personal approach and caring nature.

At no time does one feel that your main aim is to make money – you seem to be there just to get the best result for us.

I would recommend your service to anyone without hesitation.

My son …. has met you, listened to your advice and agrees with all I am saying.

He advises me to keep on as your client because you go beyond what is expected for no extra cost.  Let’s say – “you go the extra mile” – very rare today.

You are a very competent Financial Planner

John Walker from Retireinvest was recommended to me by my nephew, an accountant when my husband was due for retirement and I was several years out from my own retirement.

It proved to be excellent advice for us both and for the investment of our retirement funds.

John and his staff clearly spelled out what annuities were available to us, which ones were suitable for our conservative portfolio and throughout the intervening sixteen years, they have continually examined what was available and have advised us both in easy understandable language and with clear diagrams and visuals.

We have great confidence that John and RetireInvest are looking after us and our funds much better than we could, enabling us to enjoy our retirement years, throughout the difficult financial times that have occurred – September 2015

A big thank you John for the good work you keep doing for your clients.

I think you are a very competent financial planner and during these difficult economic times you send us information, keeping us up to date, and offer advice when we don’t even ask.

The one thing that makes you “stand out from the rest” is your very personal approach and caring nature. At no time does one feel that your main aim is to make money – you seem to be there just to get the best result for us.  I would recommend your service to anyone without hesitation.

My son …. has met you, listened to your advice and agrees with all I am saying.  He advises me to keep on as your client because you go beyond what is expected for no extra cost.  Let’s say – “you go the extra mile” – very rare today.

Helen Newman

Everything went as planned

Dear John,

Just thought you might like to know the results of my pension application a few months ago. Everything went as planned and I now have a pension card with a start date of 28th July.

The bonus paid was $12,487.50. Interestingly I have just this week received a ‘top-up’ of $1,555.70 – the letter from Centrelink says “as there has been an increase in your rate of Age Pension due to a reduction in your income or assets you are eligible for a ‘top-up’ of Pension Bonus”.

I can only assume that the UK rate of exchange has something to do with it because nothing else has changed . My fortnightly pension payments are averaging around $250 so I am very happy with the outcome, and my thanks for your assistance.

All best wishes,

Tim

John has consistenly advised us in clear language

John Walker was recommended to me by my nephew, an accountant, when my husband was due for retirement and I was several years off from my own retirement.

It proved to be excellent advice for us both and for the investment of our retirement funds.

John and his staff clearly spelled out which annuities were available to us, which ones were suitable for our conservative portfolio and throughout the intervening 16 years, they have continually examined what was available and have advised us both in easy, understandable language and with clear diagrams and visuals.

We have great confidence that John and RetireInvest are looking after us and our funds, much better than we could; enabling us to enjoy our retirement years, throughout difficult financial times that have occurred.

Helen Newman

John has been a fabulous resource for us

When Peter and I came to John we were very worried about our home loan and how we could pay it off quickly, as we are getting closer to retirement.

John listened and understood our concerns.

His simple, tax effective strategies rapidly shrunk the home loan. In addition to feeling relieved as a loan gets paid off, we have now felt confident to begin building our investment portfolio.

John has been a fabulous resource for us, as a sounding board for our ideas and investment strategies. We are confident about our financial future and the effective relationship we have been able to build with John.

Kate O’Brien and Peter Kelaher

Thank you for your help!

My thanks to you and Anne for all your help and sound advice about my Superannuation investments. I feel very confident about my future. I don’t know how I would have got through it all without your help, your patience explaining investing, filling out forms (a task I hate) and your support, which I know will be ongoing.

Geraldine Thomas

Thank you for the exceptional work

On behalf of the Revelman family, I would like to thank you for the exceptional work you did in respect of Centrelink’s reassessment of my mother Aileen Revelman’s assets.

Your high level of service and expertise resulted in Centrelink’s decision to fully reinstate my mother’s pension.

We could have asked for no better result.

Best regards,

Colin Revelman

Your detailed explanations gave me comfort

When I decided to retire at age 57 as a self funded retiree with a super payout accumulated over 32 years with the same company my next step was to seek a financial advisor to show me how to protect my earnings.

I enquired around, as this amount of money and annuities etc. was all new to me. Whilst asking questions around a friend of mine told me he was pleased with the service you were providing which led me to contacting you.

The first meeting impressed my wife and I, and with the ‘blackboard” approach to explain a subject which we were never exposed to before, it was very helpful. My main concern was the risk factor to my capital which you explained in detail allowing me to choose a program to suit.

The plans selected by you for my wife and I were good as we received four payments a month and have done for four years now. I decided to call on you to advise me on what to expect in the future with these plans & was pleasantly surprised to hear the laws had changed to some of the superannuation monies as assets for assessments. Changes suggested by you have now been put in place.

Unfortunately it has taken 4 years to put this “Thank You” on paper but as they say better late than never. I probably never thought about it as every time we come to see you the atmosphere is just so friendly the thank you was taken for granted.

Keep up the good work. Kind regards

Jim & Margaret Jordan

Find out how RetireInvest Financial Planning can help you build wealth and achieve your desired financial future, talk to us today – (02) 9241 3733