02 4365 2554

Professional/Business Owner

HNW Planning Representatives can assist professionals and business owners in this stage of life with a wide range of services, including:professional

Testimonials from this life stage

  • Highly recommend Jenny Oh without any hesitation

    Jenny is an experienced financial planner and mortgage broker. She has helped us in securing both our owner-occupied as well as first investment properties. In particular, our first investment property is under NRAS, that she has succeeded in securing a loan for while another broker had failed three applications using the same information.

    Jenny has provided us an excellent complimentary review of our financial circumstances, strategy in asset protection, insurance as well as providing impartial advice on the available areas. There is no hidden cost as she is upfront with any advice or service cost if applied.

    She always works in the best interests of her clients and she has delivered quality services to us in a timely manner to meet our financial needs. We will go back to her again for any financial-related matter and highly recommend her without any hesitation.

    Regards,
    Dr JH Tho and family

    – Dr JH Tho, specialist physician
    A 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
    A testimonial for Robert Cumming
  • 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 Halcro
    A testimonial for Gayle McKew

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