Customer Testimonials
We were thinking about seeking advice from a financial planner for many years but never got the time to seriously look for one. We also did not like the concept of conflicted advice, especially if it was through a bank or product manufacturer, until we got introduced to Asad through a common friend. Our personal financial planning took a dramatic turn for the best as Asad took the time to understand our needs, goal and objectives in great detail which helped us take informed decisions for our financial future with confidence" – Bahtic Family Me and my husband were introduced to ClearStone Wealth by our accountant in December 2016. During our first meeting with Asad, we knew we were in safe hands. Over the months, he has taken us on a journey which has given us hope and comfort. Besides great service, we know Asad is always happy to answer any questions we may have" - Chau Tran & Anh Do |
After many years with my previous financial planner and eventually realising that my vision of financial freedom is far from reality, just this thought gave me enough worry about my financial security and wellbeing. I met Asad at ClearStone Wealth who not only showed exceptional professionalism but also empathised and took my case forward hinged by their company motto of ‘holistic financial planning’. I am much more relaxed and comfortable now with Asad as he is not only handling my assets professionally but also augments my financial planning through various investment avenues not known to me earlier” – Dr S & Dr M Ragavan We were introduced to Asad through our Accountant whom we’ve known for years. Being self-employed, superannuation was not a priority for me. My wife being a NSW Health employee, didn’t have much information about where and how her super was invested by her employer. In our first session with Asad, he walked us through the importance of planning our retirement and why it is important to know how our super is built up and invested. Our Accountant worked closely with Asad during this journey and we were able to minimise our taxation using some of the strategies. As we’re nearing retirement age, we feel empowered and secure in knowing that we’re in a good position financially as well as emotionally. We’ve a plan and we know it’s working. Thank you Asad for educating us and taking care of the actual financial planning side of it.” - Dev & Carol |
