We are very proud of the service we provide to our clients, and welcome feedback on your experience.
Here are some of the recent comments we have received.
John and Sheree
The last year has been pretty tough financially. Illness can throw a big spanner in the works especially when you're self employed. If it wasn't for the support of family and Jason from Venturo it would have been a lot tougher. Jason is the most genuine person with our interest being his priority. We were recommened by The Cancer Council. Thank you Jason.
Russell and Jill
Financial Planning is all about finding someone you feel comfortable with. Someone you feel you can talk to and has the expertise you need - someonw who will be with you as each year passes. It's a pretty importany relationship.
In the past we had another financial planner but we always had to chase him just to talk to us. A Whole year would go by and we wouldn't even hear from him; he didn't seem interested because we're just ordinary working people.
Finding Jason has been the best thing for us. We can relate to him. He's open and friendly and would follow up and talk to us. We know if we need an expert opinion on something, we can pick up the phone and talk to him. We regard him highly.
Bob & Mazz
I just wanted to let you know how much I appreciate your integrity and professionalism over the past year.
You have given sound counsel and advice to my husband and I over a very difficult period in our lives, which is possibly beyond all our life experience put together to understand. It's not over yet, but both of us know that we have made the right choice appointing you as our financial planner.
I look forward to our continuing relationship and would highly recommend you to anyone needing a chat about their money.
Turning 50 years of age wasn't very far away for me. I was feeling tense about having all these little bits but no thought out plan; all my work had just gone into paying bills and raising the girls. It all felt too hard and I kept putting off doing anything.
A friend suggested we see Jason and we eventually went. He transformed us, it was the best thing we ever did. I feel better about the future.
Jason has assisted me with my superannuation and insurance needs. He has made himself available at all times and catered to my needs.
I am so grateful to him as I now feel that I have some control over my finances and know where my money is going.
I remember being in the car driving back from our first meeting with Jason, turning to my wife and saying "Now we have a Plan! I feel like we know where we are going."
Jason took the time to understand my personal needs and propose a range of products and services to achieve the long term objectives. I was very comfortable to discuss my financial needs and plans with Jason.