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Jess Curtis - Financial Adviser

5.0(28 reviews)See reviews ↓·Bundaberg

What customers say

Based on genuine customer reviews

Clear explanations and patient guidance are the themes that surface most often when clients describe their dealings with Jess Curtis, a financial consultant in Bundaberg. Reviewers repeatedly remark on her ability to take complicated financial matters and present them in plain language, with several noting that she walks clients through each step and ensures everything is understood before moving on.

Her knowledge is described as strong, particularly regarding investment portfolios, retirement savings, protection cover and insurance arrangements, and her advice is said to cover all aspects of a client's financial situation. Clients who came to her after a separation describe feeling overwhelmed and stressed beforehand, and credit her with restoring a sense of control and confidence. The conversion of a costly line of credit into a conventional investment property loan is mentioned as a turning point for one client facing bankruptcy.

Her manner is consistently described as professional yet personable, friendly and efficient, with clients noting that nothing seems too much trouble. Planning for retirement well ahead of schedule features in accounts from younger clients, who describe being surprised by the difference that early planning made to their long-term outlook. Many express full confidence in continuing to use her services into the future, and Robyn and Barrie Hack are among those who put their satisfaction in writing.

Financial consultant

Reviews

Reviews are taken from publicly available sources.

CK
craig kimber17 April 2025

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.

VH
Vicki Hall8 April 2025

Jess has been awesome to work with, and explains every think so it is easy to understand.

RH
Robyn Hack8 April 2025

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

M
Mick8 April 2025

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

BD
Barry Day25 July 2024

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.

SL
steve lee5 July 2024

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.

KH
keith hooker18 June 2024

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.

RankProviderRatingReviewsOpen Sat.
1Jess Curtis - Financial Adviser (this page)★ 5,028No
2Financial Advice Matters Bundaberg★ 5,04No
3Money and Wealth Management★ 5,03No
4Ulton Bundaberg★ 4,610No
5Northwest Financial Group★ 4,614No
Contact
+61499903303www.facebook.com/FinancialAdviserBundaberg109 Barolin St, Bundaberg Central QLD 4670
Working hours
Monday08:30–15:30
Tuesday08:30–15:30
Wednesday08:30–15:30
Thursday08:30–15:30
Friday08:30–15:30
SaturdayClosed
SundayClosed