Wisdom Wealth Services
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Jas is incredibly knowledgeable and also so easy to talk to. He is a genuine, down-to-earth person. I really appreciate how realistic he is when it comes to finances and goals, while still understanding that you want to enjoy life along the way. Thanks so much for all your guidance, Jas! I’d happily recommend him to anyone.
Jaz is an awesome easy going young man, very informative with great financial advice explaining it in a more simple way, not everyone understands finances. 😉 I have gained a lot of trust & respect for Jaz in managing my finances over the years with him. I would recommend him to anyone seeking financial assistance. I actually look forward to our annual meeting.😃 T & A Sharkey
Jas helped me set up my finances for retirement. He has already saved my family and me a lot of money and helped me structure my finances to retirement comfortably. He always takes a positive interest in all aspects of my life.
I was thoroughly delighted with the expertise of Jas for my retirement plan. He had certainly done his homework before I arrived and was full of great ideas for my future. He is easy to talk to and generously gave me my first meeting for free. I can’t speak highly enough of his wisdom and warm nature. Carol Merritt
Jas is an incredibly kind and knowledgeable man. He was able to put myself and husbands' minds at ease at a very stressful and uncertain time. We came away with a plan and information for us to move forward. We would have no hesitation at all to recommend Jas to anyone who needed help with financial planning or advice.
Jas and his team are absolutely professional, well researched and really know their industry! We could not speak more highly of the personal service we’ve received, the upfront and detailed conversations to ensure all our needs and requirements were met. Definitely highly recommended!
We cannot speak more highly of Jas. Professional but friendly he has helped us during an extremely difficult time and continues to do so. His advice and knowledge has been invaluable to us and really eased our mind with our unplanned early retirement. We honestly cannot recommend him enough to anyone wanting to get their retirement and finances in order. Jas really cares about his clients and it shows. Thank you Jas and Wisdom Wealth Services!
Financial advisers & planners in Coffs Harbour compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Coffs Harbour are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Gretel Financial | ★ 5,0 | 20 | No |
| 2 | HQB Financial Solutions | ★ 5,0 | 16 | No |
| 3 | Ironbark Advice Coffs Harbour | ★ 5,0 | 8 | No |
| 4 | Wisdom Wealth Services (this page) | ★ 4,9 | 72 | No |
| 5 | IT'S A MATTER OF MONEY | ★ 4,6 | 11 | No |
