Testimonials

“A big thank you John for the good work you keep doing for your clients.  I think you are a very competent financial planner and during these difficult economic times you send us information, keeping us up to date, and offer advice when we don’t even ask.

The one thing that makes you “stand out from the rest” is your very personal approach and caring nature.  At no time does one feel that your main aim is to make money – you seem to be there just to get the best result for us.  I would recommend your service to anyone without hesitation.

My son .... has met you, listened to your advice and agrees with all I am saying.  He advises me to keep on as your client because you go beyond what is expected for no extra cost.  Let’s say – “you go the extra mile” – very rare today.”

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“I would like to take this opportunity to write a few words of appreciation to John Walker and his staff at RetireInvest Circular Quay as I approach ten years under his financial care.

I was immediately impressed by John’s ability to clearly explain his recommendations regarding my relatively small amount of super, and to take the time to do this even though my portfolio was probably one of the smallest he would have been called to advise upon....

I have now finally reached retirement age, and my available income has been nearly doubled due to the part Age Pension that I now receive from Centrelink thanks to John’s financial advice...

I have nominated John to Centrelink as having the power to stand in for me when dealing with Centrelink as far as any periodic reviews that they might require....This service gives me great peace of mind when I am away.”

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“My thanks to you... for all your help and sound advice about my Superannuation investments.  I feel very confident about my future.

I don’t know how I would have got through it all without your help – your patience explaining investing, filling out forms.... and your support, which I know will be ongoing.”

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“John, thank you very much for all the work that you have done for us in the last 8 months.

The non financial outcomes for .... and I that your promptings and guidance achieved may have been more beneficial to us than your excellent work in pulling together a messy bundle of assets into a concrete, coherent plan for a secure financial future in our post full-time work life.

I keep returning to your saying “money and assets are tools to be used, not, to be only accumulated” when we are discussing family plans.

We are looking forward to being ongoing clients of yours in the run up to our retirement dates and then afterwards as we move through the retirement years.”

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“I have today received a cheque from Asteron Life ... in the sum of some seventy-seven thousand dollars, being the settlement of my claim under the critical condition section of my life insurance policy with them.......

Accordingly this payment received today will be of immense benefit to ... and me in allowing us to face any additional outgoings over time knowing that we have a financial reserve to assist....you introduced me to the policy back in 1995.”