What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I have found Jess to be very knowledgeable and excellent as a Financial Adviser, she is also very helpful with advice and suggestions on how to manage my investment portfolio. I highly recommend Jess as a Financial Adviser.
Jess has been awesome to work with, and explains every think so it is easy to understand.
Jess Curtis is an amazing, knowledgeable and professional Financial advisor. Nothing is too much trouble and explains everything simplified to the lay people. Highly recommend her services Robyn & Barrie Hack
Any one looking for financial help Jess is always awesome and very friendly and professional she has done heaps for us think she is would recommend her to anyone that needs good advice and assistance she extremely efficient in all her work and aways there to help always with an awesome attitude
Jess was recommended to me by friends who were very satisfied with the strategy that Jess had implemented for them. My experience with Jess was a confidence boost for my financial future. She really knows her craft and the latest financial trends, this enabled her to structure my financial situation that greatly improved my future financial welfare. What Jess did for me pointed out that my previous financial management "Professionals" were behind the times and not working in my best interests. Thanks to Jess my financial future is secure and improved. Jess also implemented a simple change that resulted in an income tax return of several thousand $$. Two previous accountants had not picked up on this issue as Jess did. Very satisfied and grateful. I recommend Jess to anyone who wishes to gain control of their financial future.
Jess has been very helpful with my transition into retirement, through her advice and help to organise my affairs. Jess is always easily contactable and responsive to any of my concerns.
Jess was amazing, she walked me through the whole thing and made the entire experience so easy. She took the time to explain everything and provided a wonderful and very professional service. I will continue to use her service going forward into the future with full confidence.
Financial advisers & planners in Bundaberg 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 Bundaberg are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Jess Curtis - Financial Adviser (this page) | ★ 5,0 | 28 | No |
| 2 | Financial Advice Matters Bundaberg | ★ 5,0 | 4 | No |
| 3 | Money and Wealth Management | ★ 5,0 | 3 | No |
| 4 | Ulton Bundaberg | ★ 4,6 | 10 | No |
| 5 | Northwest Financial Group | ★ 4,6 | 14 | No |