Professional Testimonials

“I have referred to Warren, Levi & the Wealth & Retirement Solutions team for years. I find them to be forward thinking, approachable and always on top of the currently legislative changes. They have always been on the front foot with any clients I send their way and they don’t cloud the advice with overcomplicated jargon or products that the client doesn’t need. With the guys at WRS, you simply get the right advice, at the right time. What you want from a financial advisor”.

Todd Hodkinson – Hodkinson Accounting

In my current capacity as principal of Concord Tax & Business Solutions, I have had the opportunity to work with the team at Wealth & Retirement Solutions (WRS). I have been particularly impressed with their no-nonsense approach. Warren and his staff are very easy to deal with and their response to any queries has always been prompt. They have always been highly professional, very pleasant to deal with and have gone the extra mile to fulfil our request. Warren has many years of experience in his field and is a wealth of knowledge. Our mutual clients have been the beneficiaries of his on-going commitment.

I believe I can refer my clients to WRS with confidence knowing Warren and his team will provide them with the highest professional standard of care and attention. Many of my clients have expressed their appreciation of their efforts. I look forward to our professional relationship growing and prospering over the coming years.

Concord TBS