Client Portal.

Simple. Fast.

Safe.

This area has been developed to provide our customers with the ability to access their information securely, easily and efficiently. Client Portal is powered by Nimbus Portal.

Nimbus portal is a secure site, based in Australia, that allows us to give our customers secure access to their files, no matter where they are, provided they have internet access. It also gives our customers the ability to share and upload key files with both us and other interested parties, via secure links should this ever be necessary.

In the current age of information technology and digital theft, we need to remember that email is not a secure service, so you should never send private or personal information to anyone in this way. Should anyone ever ask you to, you should immediately be suspicious of their intentions and find a safer way of doing so if this is genuinely required. Most legitimate organizations will use secure sites and portals for this purpose. Should you ever need to send us a document quickly and securely, uploading it, using our Client Portal system is the way go. Our Client Portal system will automatically generate an email to let us know that you have uploaded a new document and will also let you know whenever we upload a new document for you.

Happy Clients.

“We have been with John for many years and have moved with him as he changed companies. We have continually appreciated his unbiased and clear directions and strategies and have always got excellent service from him.

“He is really approachable and easy to talk to you and makes you feel really comfortable as a client. He is young, keeps up with all the industry trends, and is a great family man.”

Ross Lorenz

“I am at an age when I realised I should be thinking about retirement and getting all my finances in place. With a small credit card debt, loan and changes in my superannuation management, I talked with colleagues and friends about seeing a financial planner – it was my first time and I was a bit scared! When I first met with John I immediately felt comfortable, he has such a lovely relaxed manner and that big grin! He suggested various things to look at in moving forward, and I went home feeling a huge sense of relief.

“I went ahead with most of John’s strategy and everything started to come together. There is so much media negativity around finance, and it was really nice to speak to someone who encourages positivity. John’s planning has made a significant difference to my finances in a matter of six months.

“He encourages you to call him or pop in the office and is always happy to help. I highly recommend him to friends and colleagues.”

Sue Stevens

“My wife and myself have been with John for more than 10 years and recommend him to family and friends – including our daughter!

Over the years we have found that there are a lot of people in this game who we find difficult to understand, but John always speaks our language, which takes away any angst. He regularly contacts us which is another thing that we feel is really important; it may be to check to see how we are travelling with certain strategies he advised us to follow, or just to see how we are going.

“When we first retired we did get a small pension, but it wasn’t anything that could really keep us on top of everything. Working with John has helped us make huge financial progress, and to date we have more than kept our heads above water.

“In fact we are feeling we are cruising along, thanks to John’s advice. We will be keeping him!”

Sandy Collinson

 

Looking for a new business Accountant and was referred to UNIQsol in Pialba, met with Bronwyn for a consultation to see if her business was up to shape. Very impressed they know there stuff and good old fashion sensible advise. If looking for an Accounting firm that you can grow into with out the big price tags look them up, I am very impressed!

G Ryland

They are awesome, the important things are put simply so that you can understand them and the advice you get is top notch!!

H Wilson