Many thanks for looking after my ‘little bit of money’ so expertly.
I am thrilled with your efforts in 2013-14 – wouldn’t it be lovely to dream that the markets could continue to perform so well for a little longer! Appreciate your advice and ever-ready help when needed.
Trust this financial year will be beneficial to the business, along with good health, and happiness to you and your family.
John has been a great person to deal with. He is very good at explaining how things work and why things are done a particular way and is able to convey ideas/plans in an uncomplicated manner. John listens to our goals and has us on track to achieving them. We have received education from John and seen our retirement income grow towards our goals.
Kurt always strives to make everything clear and discussed the alternatives available. He listened to our needs and preferred approaches, giving valuable advice and viable alternatives resulting in good successful outcomes. We feel totally confident in his advice.
John is very good at explaining options and walking us through what he thinks is the best strategy for handling our financial needs. We never feel pressured into making decisions. We believe we can trust the advice given to us. He helped us set up a superannuation portfolio for me and has helped us make adjustments to my salary sacrificing which is making the future look brighter when it comes to retirement.
Kurt has a passion for his work and a sound knowledge of the financial world. I trust his judgement and would recommend his services to anyone.
I want to thank you most sincerely for all your assistance with my superannuation over the past few years. Not only did you give sound advice, but you did it always with a genuine and pleasant manner, which was always very much appreciated.
Thank you to all the staff at HKS Financial Planning for their professionalism dealing with an insurance payment that I received – I couldn’t be happier with the strategy that was recommended .
HKS Mortgage Broking- Thank you very much for the smooth transition in switching my home loan to ING. Great to have your advice and support along the way – and very happy to see the monthly payments are now cheaper.