“We would really like to thank Tony and the team for all their hard work in assisting us to plan our future, organise our financial affairs and also to manage our investments. We have found their advice to have been very beneficial for us, they have definitely added tremendous value for us personally. More importantly, in general they have been fantastic to deal with and instrumental in helping us to clarify our goals and objectives.
The service they offer has been very proactive and we have found they actually do what they say they will do, which is an increasingly rare quality these days. We recommend Tony and his team highly to anyone who needs professional financial advice and service. We are confident you won't be disappointed.”
- Laurie and Kay - East Brisbane
“We just wanted to let you know that we appreciate the effort you and your staff have extended on our behalf over the past few years. Nothing seems too much trouble to anyone, yourself and the team. Any advice we need is no more than a phone call away and we are made to feel very much at home each time we visit you.
For us to try to negotiate ourselves around the quagmire of pitfalls in planning our own financial wellbeing would not only be incredibly difficult for us, but, we believe, ill advised. Tony, your patience with our limited understanding of financial matters and your commitment to explanation is nothing short of spectacular.
In the current global financial climate especially, we are comfortable to rely heavily on the expertise and integrity of the team at Life Assets to provide a plan for both our immediate financial security and our long-term growth in prosperity.
Thanks again.
Kind Regards,”
- Jeff and Glen - Redland Bay
“Love these guys. They have sorted all our family insurance requirements and sorted out my five different superannuation funds (I know not good) but it is now in one big fund earning me money as well as covers me for insurance. They also make tax time a walk in the park and send all the details directly to the accountant so hardly any work for us. They are always ready to offer assistance and solid financial advice, give them a go.”
- Nicole - Wavell Heights
“I have found everyone at Life Assets to be very professional, polite and helpful. During the Global financial crisis, they gave me excellent service and feel most fortunate to be with them.
In January 2011 my husband and I experienced the Brisbane floods with 18 inches of water going right through our home. Then sadly in March 2012, my husband, Alan, passed away after a long illness. However, during this time I experienced wonderful support and constant communication.
You have always provided great service and that continues to this day.
Thank you one and all.”
- Donna - Bellbowrie