Assistance with Investment Property
We have no hesitation in recommending Mr. Tan Pham of HNW Planning. Without his advice we would not have achieved what we wanted. Since our 1st visit with Tan, we were kept fully informed of the purchase of the investment property, in loan approval and alternative approaches to satisfy the requirement of the lending facility. All queries were dealt professionally and in a courteous manner.
We are grateful for all of his assistance and the hard work he has put into our investment project. We were impressed that the matter was resolved to our favour in such a timely manner. The negotiation, the skills and experiences Tan has are well worth mentioning. Without it, we would have lost our stance in the legal system. Tan, we thank you for your assistance and the quality of work you have provided.– Kim (Specialist Engineer, Holden) and Tina (Social Worker), Oakleigh South, VicA testimonial for Tan Pham
Assistance with mother into Supported Accommodation
To whom it may concern,
I would like to submit the following testimonial for Gayle McKew, Strategic Financial Planner with Prosperity Planning Partners.
My siblings and I engaged the services of Gayle McKew for assistance in all of the financial issues involved in the admission of our mother Patricia Halcro into supported accommodation. We consider ourselves to be extremely fortunate to have had Gayle as our adviser, who we have found to be extremely courteous and professional at all times. Gayle has been available for all of our issues and enquiries and provided clear advice and explanations that were easy to understand.
On behalf of my mother and family I would like to thank Gayle McKew for everything she has done and we would have no hesitation in recommending Gayle to anyone.
With sincere thanks,– John HalcroA testimonial for Gayle McKew
Courtesy, efficiency, integrity
It has been a pleasure to work with a group of people whose courtesy and efficiency is exceeded only by their integrity. We have no hesitancy in recommending HNW Planning to others who need the services of financial planners.– K L Koder, B Teach, Grad Dip Edu (Teach Lib) Retired Teacher Librarian - 18th May 2006
Delivering a good outcome for the client’s best interests
Jenny is very professional as a financial planner and a mortgage broker. She always acts in the best interests of her clients – which means, for example, foregoing business if a loan poses too much risk to the client.
I see her as my wealth creation partner whereby she shows genuine interest & puts in a lot of interest in understanding the needs and circumstances of her client prior to providing tailor-made solutions that aim at delivering a good outcome for the best interests of her clients.– Pui Liew, Audit ManagerA testimonial for Jenny Oh
Delivery of a total package
HNW Planning has been the answer for a busy professional like me. HNW Planning gives me the personalised service on superannuation and investment advice that many organisations promise but do not deliver. And HNW Planning is flexible enough to offer me a total package designed for my personal needs.– Steve Kwan, Pharmacist
After being treated as a number by a large bank Superfund it has been refreshing to have changed to HNW Planning and to have Robert Cumming as financial planner. Robert has been at all times available to give detailed explanations for the investment strategy selected.– Sten Maraldo, Manufacturer
Efficient, knowledgeable and trustworthy
I have been a client of HNW Planning since 2002. Throughout the time I have known Rob and his HNW Planning team, I have found them to be efficient, knowledgeable and trustworthy. They have been able to help me manage my investments and minimise the effect of taxes. I can recommend Rob and HNW Planning to anyone who wants to secure their future financially– Dr Les Thean, Dentist
Ethical and reliable, extremely knowledgeable
Robert Cumming is extremely knowledgeable, ethical and reliable and I am very happy with the first class service he and his team provide.– Michael Cross, Pharmacist
Fortuitous meeting with Hae Chung
At the start of 2010 my future looked very bleak. Like most women of my mature age, I had become eligible for Superannuation very late in my working life. Added to this the GFC made a massive dent in what I had been able to acquire for my retirement.
Fortunately for me I was introduced to Hae Chung. This was a very fortuitous meeting.
Calm precision is Hae’s forte. From my very first visit Hae took the time to get to know me and my life’s requirements. Throughout the entire process her moral code and professional approach shone through. Best of all, Hae always shared her knowledge free of jargon, which I found incredibly reassuring.
Hae has helped me structure my finances in a way that allows me to have peace of mind and a lifestyle that I never thought would be possible. For anyone looking for sound, clear advice, I have no hesitation in recommending the services of Hae Chung.– Mary Newman, NSWA testimonial for Hae Chung
Friendly, available, knowledgeable and astute
I have been with Rob Cumming and HNW Planning since 2000. Having had a less than successful relationship with another adviser, it was refreshing to find someone who, from the very start, came over as friendly, available, knowledgeable and astute. In the intervening period I have had no reason to change my views on Rob either as a person or financial adviser.
In the last 14 years Rob has advised and encouraged our investments in a very professional and caring manner; one of the biggest pluses in our relationship being the regular, timely and accurate communications from HNW. I have remained with HNW Planning despite the fact that my son heads one of Australia’s two top industry superannuation funds. I (and my wife Carole) have no hesitation in recommending HNW Planning in the field of wealth creation, financial planning and superannuation.– Graeme Watson, MPS PhC FACPP, Retired Pharmacist