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Wisdom Wealth Services

Wisdom Wealth Services

4.9(72 reviews)See reviews ↓·Coffs Harbour

What customers say

Based on genuine customer reviews

Coffs Harbour clients of Wisdom Wealth Services repeatedly highlight the work of Jas, whose knowledge and calm manner come up in review after review. Retirees and families describe how he has helped them structure their finances, manage superannuation and prepare for retirement, including one household facing an unplanned early exit from work. Customers writing about their orders describe the advice as clear and tailored to their goals, with technical matters explained in plain language rather than jargon. Chelsea is named alongside Jas for friendly, professional guidance during annual reviews, and reviewers note that meetings are unhurried, with time taken to answer questions fully.

Something that features in review after review is the trust built over years of ongoing contact, and the reassurance clients feel knowing someone is available when questions arise. Reviewers also mention positive returns since engaging the practice and the sense that their circumstances are understood. The recurring themes are expertise, patience and genuine care for clients, with insurance and superannuation consulting noted among the services provided. Long-standing clients describe the annual review as something they look forward to rather than a chore.

Financial consultantInsurance agentSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

IH
Isabel Horspool10 August 2026

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.

CK
carly keira10 August 2026

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

AS
Anne Shearer29 July 2026

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.

CM
carol merritt29 July 2026

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

KH
Kylie Hennessy28 July 2026

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.

GM
Greg Miller21 July 2026

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!

TV
Trudes Vee18 July 2026

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.

RankProviderRatingReviewsOpen Sat.
1Gretel Financial★ 5,020No
2HQB Financial Solutions★ 5,016No
3Ironbark Advice Coffs Harbour★ 5,08No
4Wisdom Wealth Services (this page)★ 4,972No
5IT'S A MATTER OF MONEY★ 4,611No
Contact
+61478066950wisdomws.com.auPlease Call or Email to Arrange Appointment Beforehand, 2a/27 Orlando St, Coffs Harbour NSW 2450
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed