Lifelong Wealth - Financial Planning & Advisory 9 Bald Hills Road, Bald Hills, Queensland 4036
About the Business
Photos
Location & Phone number
9 Bald Hills Road, Bald Hills, Queensland 4036, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been seeing Kent for years and would highly recommend his work ."
"I first met Kent about 10 years ago when he worked for ANZ. He took my old portfolio of mis matched accounts and developed a full retirement package for my Wife and I. Since leaving ANZ he and his team have continued to manage our finances to an exemplary standard and taken the headache out of me trying to deal with government bureaucratic departments."
"Absolutely professional and friendly team. I feel comforted that I have Kent, Stewart, Ryan and the beautiful Mellie looking after my finances. I know with all their experience and knowledge and their genuine concern and care for their clients."
"From the office front to our adviser we are always made to feel welcome. Our Lifelong Wealth financial adviser, Kent, always acts in our best interests, and responds promptly to any query we have. In order to have a healthy financial future we needed ongoing advice and a company to provide someone trustworthy to develop strategies to meet our goals. Lifelong Wealth has been there for us, and we have been fortunate in securing them and our personal adviser, Kent."
"The staff are very knowledgeable and so far have had our best interests in mind when advising us of our options. Kent has great knowledge in the financial industry and we are very happy with the results, he has been looking after our funds for over 15 years and is available for advice any time."
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