Our happy customers are only too happy to provide their feedback and experiences.
I was introduced to John Walker and Optimal Wealth by a friend of mine who was already a client and spoke highly of John. John then met with me and my partner and came up with a financial plan that took our situation, objectives and risk attributes into account. We continue to use John for financial advice and have in fact recommended John to other members of our family that are also just as pleased. I would have no problem recommending John and Optimal Wealth for good quality financial advice.
At our first meeting we found John Walker of Optimal Wealth Solutions helpful, most knowledgeable and took great care in explaining how to plan our financial future. Since then he has administered our super fund very efficiently, kept us well informed and has always been readily available to be of assistance. We are very confident in his ability to deal with our financial affairs both in the super fund and on planning our retirement generally. I highly recommend John at Optimal Wealth Solutions to anyone looking for straightforward advice on building wealth and managing investments
John is an exceptional professional with a caring nature when it comes to his clients. His focus is not only on their financial position but their outlook and understanding of the advice he provides. He takes the time to truly understand everyone he works with and work towards their vision of the future. In today’s climate where it’s all about transparency, ethics, and best interest, he is one financial planner that is truly on top of it. He is a professional you can trust to place your best interests first when it comes to financial advice. If you’re seeking a financial planner you can rely on for your future, then look no further than John.
I was lucky enough to have John Walker assigned to me after my previous Super Fund manager retired. John phoned me a couple of days after taking over, came to my home to discuss what I wanted to achieve for the future and then put in place what were my best options to achieve that. With John I have changed the Fund to get better results. My wife also changed from her fund to go with John after seeing hers was not doing as well. John calls every couple of months to keep us updated on how things are going, something no other fund manager ever did. We are now happy in retirement and very happy with Johns advice. We would recommend John to anyone looking for sound Financial advice.
As someone who was downright complacent when it came to my superannuation portfolio, John made the complex simple, provided sage advice that saw my super outperform anything previously. He listened to my concerns, circumstances and risk profile and delivered a tailored portfolio to match. Financial advice requires a high degree of trust and in John I have that in spades. He is the consummate professional, with strong market insights and communicates in a delightfully personal manner.
Working with John at Optimal Wealth has been a very worth-while experience. His in-depth knowledge and professional advice is outstanding and has greatly improved our financial position with his recommendations to date. So, if you value someone who is a clear communicator, is efficient in getting the job done, easy to contact and overall a great guy look no further and give John a call so he too can help better secure your financial future.
I began working with John when I needed my Super reviewed. John was a recommendation from a friend and I immediately found him, professional, smart and down-to-earth with an almost encyclopaedic knowledge of the state of superannuation. John and Optimal Wealth Solutions have worked with me now on my Super, mortgage assistance and, really, just sensible financial advice. Absolutely highly recommended.