Naomi and I were introduced to Wealth Managers Australia through a seminar in Shepparton. We were made to feel very comfortable and at no stage felt as though we were being pressured into making any decisions we were not comfortable with.
From the time Michael McMahon the Wealth Managers Australia Finance Analyst came to visit us we felt that we were making the right decision.
In dealing with Managers Australia we instantly knew they had our best interests at heart.
After being introduced to Wealth Managers Australia the process of setting up our SMSF started to become a reality. The process was never a concern with any possible issues dealt with promptly and effectively. Dealing with the same contact through the entire process made it a breeze.
Our experience working with Wealth Managers Australia has been top notch and lived up to expectations.
Geoff & Naomi Hopkins
You probably hear it all the time people thanking you. The best decision I have made was going to your info night and having you and your team get this off the ground.
I am now confident in where I am heading with my future.
You have provided the best service and I have understood every step along the way.
So cheers to you
We would be happy to recommend Wealth Managers to any future clients. Our initial experience was seamless for two novice investors. The seminar we attended was informative without losing us in the big language of other investment groups. Our representative was extremely helpful and assisted us with the details of purchase but also helped us to navigate through the online bank documents. We were a couple that never believed we would be in any position to buy an investment property. How wrong we were.
Twelve months later saw us undertake the purchase of our second property. We returned to Wealth Managers for assistance and again were extremely happy with the friendly and cooperative manner in which our transaction was undertaken.
Wealth Managers has always made it seem so easy to increase our property portfolio.
We would be happy to speak to future clients of Wealth Managers of our experience with such a professional and friendly organisation.
David and Donna Post.
To whom it may concern
I would just like to send acknowledgement & appreciation for all the information & time I have been given through each step of the way with the purchase of my new property.
As this was the first investment property I have purchased I had very little knowledge of all the steps involved & was a little apprehensive.
It was reassuring to hear a happy voice on the end of the phone when I rang with my questions.
Nothing was a bother to anyone.
I have dealt with the team at Wealth Managers for a long time and am very happy to recommend them to anyone. I have grown my portfolio and been supported every step of the way.
I decided to attend an info session offered by Wealth Managers Australia following a phone call. This is not something I would normally do, but I am glad I did. Whilst I wasn’t a first time investor, it prompted me to rethink my current approach and what else I could do. Since that initial meeting we have decided to purchase additional property, set-up a Self Managed Super Fund and purchase some land.
Wealth Managers Australia has been extremely helpful in guiding us through this complication process. We have had numerous meetings with Wealth Managers Australia including with the Director Travis as well as a lot of support from the office staff - Kobi and Jenny.
Janice and I am very happy with our current position.
We have been associated with Wealth Managers since 2016 and have found them to be an excellent organization in helping us build our property investment portfolio. Their advice and property recommendations have always been accurate and we have never been disappointed with the financial returns we have received. Their professionalism and honesty is without question and we would most certainly recommend future clients to utilize their services.
Vic & Pauline Burak
I've been with Wealth Managers Australia for four years now, and my investments in my SMSF have grown very well, my confidence with all the team is above and beyond. I'm very impressed with their positive energy, attitude and integrity.
They follow through and support all the way and kept me informed of all options are choices to make the best results.