New Salary / Investment Client Questionnaire.

“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