Testimonials from our past and present clients.

At Wealth & Retirement Solutions, we pride ourselves in our customer service, our approachability and most importantly, our results with your investments.

Here are a few past and present client testimonials. Feel free to email us if you would like to share with everyone your experience with us, by using the form below.

  • B.G. (12th November 2015)

     

    Thank you, Ross for your ongoing support, your attention to detail and follow through, and for always giving superior service. I happily recommend you.

    B.G. New Farm

  • G.R. (20th August 2015)

     

    I originally contacted Ross to help me with my insurances and later my SMSF investments. I have found him to be very genuine and his advice to be very insightful. I have no hesitation in recommending Ross and his team and continue to do so with my friends and family.

  • J.P. (10th June 2015)

     

    Before handing over the investment management of my portfolio to WRS I was concerned that I would miss administering my portfolio after having looked after my affairs for so long.  Looking back after 12 months I do not miss it at all and am happy with my decision.  I now have better things to do and WRS is doing the worrying for me.

  • A.D. (26th May 2015)

     

    To whom may be interested in using Ross Caruso as his Adviser

    I first became acquainted with Ross in September of 2011. In January of 2012 we decided to invest through Ross Caruso into a portfolio of managed funds, Australian equities and ETF’s.

    It has been my pleasure to deal with Ross and his team over this period of time. We have generated above market returns with what I consider to be significantly less volatility with a range of assets that were carefully researched and implemented. Ross built the portfolio at a tempered rate, looking  for opportunities and sectors to purchase over a 6 month period. His attention to detail and product knowledge gave us the confidence in August of 2013 to add significantly to the portfolio and Ross and WRS’ process and attention to detail was once again evident. Unfortunately, due to factors beyond our control we have had to liquidate 95% our portfolio recently.We found the team at WRS attentive to our needs, keeping us informed and updated and constantly reviewing and considering the portfolio to ensure that we were receiving the best advice.

    We look forward to using Ross’ and WRS’ services in the future and would highly recommend them for those who are seeking excellent service from a planning firm.

    Regards

    Anthony Daquino

  • Leanne & Gordon Caddies

     

    I first met Warren and his wife Donna at a boot camp and became close friends. One day while walking up Castle hill Donna asked if I had Business insurance?  I had no idea!! I told her I have a box that I just put all the mail from the insurance company’s in, I didn’t even open them, I had no need as the payments came out of my bank account, so I was covered for everything. I handed my box over to Warren and 3 days later he got back to me with some rather disturbing news, the last insurance advisor we had been seeing had bumped my life insurance up, way up, and completely cancelled my husbands.

    Warren sorted everything out between all the different insurance companies and luckily got my husband insured again. About a year later my husband was diagnosed with MND and Warren has been a great source of strength for both of us. As you can imagine our world fell apart. Warren called us in for a meeting and showed us how with all our life, Superannuation and income protection that we would be all right with some careful planning. I now phone Warren before making any major financial decisions, anything at all to do with our financial future.

    Without your help I would never had known that Gordon had NO life insurance at all for 3 years. I would have just cruised along paying my direct payments thinking all is good with the world, and I had everything covered. I hate to think what would have happened if you had not discovered this mistake by our previous insurance advisor.

     

  • Tammy McCanna and Hannah Leith

     

    Becoming first time business owners in 2012, it was important to us to ensure our personal and business finances were properly protected, especially with various parties invested in our company. We enlisted Warren and his team at Wealth & Retirement Solutions, who made light work of our various insurances and legalities, even dealing direct with our solicitors to ensure all bases were covered. They did such a fantastic job with our business needs, that they’ve become our go-to-guys for personal finance arrangements as well, and should anything ever happen to us we are secure in the knowledge that WRS will be there to help.

  • Roger & Margaret Bishop. (2014)

     

    We have been using Warren Hohn of Wealth & Retirement Solutions since 1992.  Given Warren’s back ground in Self-Managed Super Funds we felt that at last we have found a Financial Planner that did not just rely on in house traditional investing instruments, rather working with us to secure our business premises.  During our time together we have used Warren to provide strategies that we have come to rely on in managing our financial affairs.

    Warren and the team at Wealth & Retirement Solutions are able to explain complex strategies in plain English that we understand. We find that Wealth & Retirement Solutions as a firm consistently provided us with advice every year that has position us well in Business, and in retirement. We can have as much input as we require at any of our meetings, but generally we are guided by Warren’s strategies. It is also important to note that Warren actually listens to our ideas before developing a plan.We have no hesitation in recommending Wealth & Retirement Solutions for Life Insurance and Wealth creation.

  • Harry and Karen Foks

     

    Karen and I were first introduced to Warren and Donna in the mid-nineties. At the time we were paying excessive company tax so our new accountant organised a meeting with Warren and I can honestly say that it was the most productive thing that we have ever done. Warren was instrumental in setting up our property trust and super fund thus saving us paying substantial taxes. Now in retirement in lovely Hervey Bay Karen and are reaping the benefits of the trust that we put in Warren and the team. Over the years we have introduced a number of our business acquaintances to Warren and they are in the same frame of mind as myself, you are treated not only as a client but also as a friend.
    Karen and I would like to wish Warren and the Team at WRS continuing success.

  • Ian Sampson

     

    Ross is a thoroughly professionally and deeply knowledgeable financial advisor who puts his clients’ interests first, knowing that his business success will surely follow.
    Ross had given us great financial advice in establishing and running our SMSF. He is also a great sounding board for general business related matters. He has selected a great team to support him, a sure sign of a good leader and successful businessman.
    Ross is wise, caring and careful; great qualities for an enduring financial partnership.

  • Adam Bourke

     

    I originally asked Ross to review my insurances, and superannuation. I was very impressed with his recommendations which were obviously in my best interests. He left some of my facilities as they were, rather than just automatically rolling them all into new funds like many Financial Planners do. His expert knowledge and integrity are in my opinion the keys to his success, and I will definitely be a long-term client.

  • Michael Ord

     

    Ross is an Educator with a passion for helping others. He is truly a specialist with anything Self Managed Super. A source of information and knowledge, I highly recommend Ross as professional with an excellent skill set.

  • Heath Griffiths (ASIC Registered SMSF Auditor)

     

    Audits. It is always a pleasure to work with Warren and the team at Wealth & Retirement Solutions. We have found Warren to be extremely professional, he is clear and concise when establishing goals and methods to build his clients wealth.

    HG’s Super Audits would not hesitate in recommending Warren to anybody needing the services of a dedicated and highly professional financial planning service.

  • G.R. (20th August 2015)

     

    I originally contacted Ross to help me with my insurances and later my SMSF investments. I have found him to be very genuine and his advice to be very insightful. I have no hesitation in recommending Ross and his team and continue to do so with my friends and family.

  • J.P. (10th June 2015)

     

    Before handing over the investment management of my portfolio to WRS I was concerned that I would miss administering my portfolio after having looked after my affairs for so long.  Looking back after 12 months I do not miss it at all and am happy with my decision.  I now have better things to do and WRS is doing the worrying for me.

  • A.D. (26th May 2015)

     

    To whom may be interested in using Ross Caruso as his Adviser

    I first became acquainted with Ross in September of 2011. In January of 2012 we decided to invest through Ross Caruso into a portfolio of managed funds, Australian equities and ETF’s.

    It has been my pleasure to deal with Ross and his team over this period of time. We have generated above market returns with what I consider to be significantly less volatility with a range of assets that were carefully researched and implemented. Ross built the portfolio at a tempered rate, looking  for opportunities and sectors to purchase over a 6 month period. His attention to detail and product knowledge gave us the confidence in August of 2013 to add significantly to the portfolio and Ross and WRS’ process and attention to detail was once again evident. Unfortunately, due to factors beyond our control we have had to liquidate 95% our portfolio recently.We found the team at WRS attentive to our needs, keeping us informed and updated and constantly reviewing and considering the portfolio to ensure that we were receiving the best advice.

    We look forward to using Ross’ and WRS’ services in the future and would highly recommend them for those who are seeking excellent service from a planning firm.

    Regards

    Anthony Daquino

  • Leanne & Gordon Caddies

     

    I first met Warren and his wife Donna at a boot camp and became close friends. One day while walking up Castle hill Donna asked if I had Business insurance?  I had no idea!! I told her I have a box that I just put all the mail from the insurance company’s in, I didn’t even open them, I had no need as the payments came out of my bank account, so I was covered for everything. I handed my box over to Warren and 3 days later he got back to me with some rather disturbing news, the last insurance advisor we had been seeing had bumped my life insurance up, way up, and completely cancelled my husbands.

    Warren sorted everything out between all the different insurance companies and luckily got my husband insured again. About a year later my husband was diagnosed with MND and Warren has been a great source of strength for both of us. As you can imagine our world fell apart. Warren called us in for a meeting and showed us how with all our life, Superannuation and income protection that we would be all right with some careful planning. I now phone Warren before making any major financial decisions, anything at all to do with our financial future.

    Without your help I would never had known that Gordon had NO life insurance at all for 3 years. I would have just cruised along paying my direct payments thinking all is good with the world, and I had everything covered. I hate to think what would have happened if you had not discovered this mistake by our previous insurance advisor.

     

  • Tammy McCanna and Hannah Leith

     

    Becoming first time business owners in 2012, it was important to us to ensure our personal and business finances were properly protected, especially with various parties invested in our company. We enlisted Warren and his team at Wealth & Retirement Solutions, who made light work of our various insurances and legalities, even dealing direct with our solicitors to ensure all bases were covered. They did such a fantastic job with our business needs, that they’ve become our go-to-guys for personal finance arrangements as well, and should anything ever happen to us we are secure in the knowledge that WRS will be there to help.

  • Roger & Margaret Bishop. (2014)

     

    We have been using Warren Hohn of Wealth & Retirement Solutions since 1992.  Given Warren’s back ground in Self-Managed Super Funds we felt that at last we have found a Financial Planner that did not just rely on in house traditional investing instruments, rather working with us to secure our business premises.  During our time together we have used Warren to provide strategies that we have come to rely on in managing our financial affairs.

    Warren and the team at Wealth & Retirement Solutions are able to explain complex strategies in plain English that we understand. We find that Wealth & Retirement Solutions as a firm consistently provided us with advice every year that has position us well in Business, and in retirement. We can have as much input as we require at any of our meetings, but generally we are guided by Warren’s strategies. It is also important to note that Warren actually listens to our ideas before developing a plan.We have no hesitation in recommending Wealth & Retirement Solutions for Life Insurance and Wealth creation.

  • Harry and Karen Foks

     

    Karen and I were first introduced to Warren and Donna in the mid-nineties. At the time we were paying excessive company tax so our new accountant organised a meeting with Warren and I can honestly say that it was the most productive thing that we have ever done. Warren was instrumental in setting up our property trust and super fund thus saving us paying substantial taxes. Now in retirement in lovely Hervey Bay Karen and are reaping the benefits of the trust that we put in Warren and the team. Over the years we have introduced a number of our business acquaintances to Warren and they are in the same frame of mind as myself, you are treated not only as a client but also as a friend.
    Karen and I would like to wish Warren and the Team at WRS continuing success.

  • Ian Sampson

     

    Ross is a thoroughly professionally and deeply knowledgeable financial advisor who puts his clients’ interests first, knowing that his business success will surely follow.
    Ross had given us great financial advice in establishing and running our SMSF. He is also a great sounding board for general business related matters. He has selected a great team to support him, a sure sign of a good leader and successful businessman.
    Ross is wise, caring and careful; great qualities for an enduring financial partnership.

  • Adam Bourke

     

    I originally asked Ross to review my insurances, and superannuation. I was very impressed with his recommendations which were obviously in my best interests. He left some of my facilities as they were, rather than just automatically rolling them all into new funds like many Financial Planners do. His expert knowledge and integrity are in my opinion the keys to his success, and I will definitely be a long-term client.

  • Michael Ord

     

    Ross is an Educator with a passion for helping others. He is truly a specialist with anything Self Managed Super. A source of information and knowledge, I highly recommend Ross as professional with an excellent skill set.

  • Heath Griffiths (ASIC Registered SMSF Auditor)

     

    Audits. It is always a pleasure to work with Warren and the team at Wealth & Retirement Solutions. We have found Warren to be extremely professional, he is clear and concise when establishing goals and methods to build his clients wealth.

    HG’s Super Audits would not hesitate in recommending Warren to anybody needing the services of a dedicated and highly professional financial planning service.

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