At Wealth & Retirement Solutions, we pride ourselves on our customer service, our approachability and most importantly, our results with your investments.
Here are a few past and present testimonials from our network and corporate clients. Feel free to email us if you would like to share your experience with us.
“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
“I’ve dealt with Warren and his team for 5 years now and they are by far the most knowledgeable financial planners in Townsville. They not only help me and my family to plan our financial future, they also give us great advice on how to build and protect our wealth. With Warren and his team on our side, I have peace of mind that my financial future is in good hands”.
Neil Chan, Franchisee Top Snap Townsville & Cairns
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.
“Australian Lining Company Pty Ltd & Beehive Vinyl Products Pty Ltd have been associated with Wealth & Retirement Solutions. We have used their services for 30 years to look after our Financial Planning & Retirement planning. They have developed Strategies for us to protect and improve our financial position as well as build our retirement nest egg. We have found Wealth & Retirement Solutions to always be approachable to discuss or provide advice when it really counts. They have the ability to explain the complex in simple terms. We happily recommend Wealth & Retirement Solutions to any individual or business owner looking for reliable honest firm”.
Sean Kerlin – Business Manager