FinancialAdvisor.com.au Financial Planners Sydney

Karina Danke 2 years ago

James provided my husband and I a clear understanding of what our options are to achieve financial security and freedom in the first 'free of charge' session. However we are not in the position to do the financial plan right now, we must do it, if we want to optimize our resources and opportunities, and achieve our goals. We believe he's is very experienced and most capable of setting us up in the 'most efficient' direction.

Marta Bonzanini 5 years ago

I highly recommend James as a financial advisor. He's very knowledgeable and passionate about what he does, as well as being clear in communication and patient in explaining things in a simple way. He and his team have been very helpful and prompt in assisting me even when I moved overseas and I always felt like I was in good hands with them.

Robert Bentley 5 years ago

For years I have struggled to navigate my way through the complex world of financial investment advice trying to understand the impacts to Superannuation, Taxation and which investment products are best for for my SMSF. I can’t tell you enough how much a relief it is, to now have the right financial professionals looking after my financial future. Since day one Xavier Lo my broker has always put my interests first, guided me through the recommendations behind the investment strategies, provided the right Tax advice along with the investment options that best suit my circumstances, which is so refreshing. I cannot speak highly enough of Xavier Lo - he is extremely professional, knowledgeable, financially savvy, very responsive and a great asset to the Financial Advisor team. I feel the weight has finally been lifted off my shoulders!! If your financial advisor isn’t looking after your interests I can highly recommend Xavier Lo and the Financial Advisor team.

Darren S 5 years ago

Happily utilising the services provided by FinancialAdvisor for the last 3 years. The team (and specifically Xavier) have been great in consolidating my portfolio and engaging me in decisions from day one. I have had advisors in the past who meet with you once and never touch base again. Xavier has been great in communicating options, providing guidance on decisions and facilitating conversations on a regular basis. I truly appreciate the transparency of the service he and the team provides. Xavier makes you feel like he truly has a vested interest in your portfolio/circumstances and that gives me great confidence in the services FinancialAdvisor provides. Highly recommend getting in touch with Xavier and the team!

Lauren Gordon 9 years ago

I have been working with James for the past 6 years and have found him to be friendly, professional, knowledgeable and supportive from day one. James offers a personalised service, so I always know that he has my specific interests at heart and is offering what is best for my situation and my future, giving me confidence knowing my financial future is in safe hands.