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Young Family

16732451_sHNW Planning Representatives can assist young families in this stage of life with a range of services, including:

Testimonials from this life stage

  • Steven Smith’s proactive approach

    Steven has always taken a proactive role in managing my financial affairs. He has assisted my family and I with financial planning, personal insurances and loan arrangements.

    He is regularly in contact with me to discuss changes that may have arisen in my personal circumstances that may impact on my financial situation and then considers these changes against my personal/financial goals and objectives.

    I have always found him to be of good character and I would have no hesitation in recommending him for all matters concerning your financial affairs.

    – 32-year-old male with wife and young children (name withheld)
    A testimonial for Steven Smith
  • 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
  • Sandra’s diligent advice and mentoring through difficult time

    Just a few months ago we were in a very stressful situation. We were unable to move forward, we couldn’t buy a new home and our plans for the future were at a standstill. We had received poor advice and we had poorly-constructed debt. Then Sandra Sargeant came to our rescue. She worked diligently, advising and mentoring us through this difficult time. Sandra showed us how we could grow our wealth, tax-effectively, and at the same time we could buy a new home. Now six months later, thanks to Sandra, our debt has been restructured, we have moved into our new dream home, we own an investment property, we have set up a Self Managed Super Fund and will shortly be buying a second investment property inside our Super fund. We also can sleep at nights knowing that our family is now protected with right risk cover against the unexpected events that could impact our future. Thank you Sandra.

    – Shane & Laura, age 36 & 29 of Rutherford, NSW, with a 2 yr old son
    A testimonial for Sandra Sargeant

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