Sydney, Australia
9/99 York St
N/A
+61 1300 881 818
For the past 2 years Xavier has helped me better understand my finances and he has showed me a structured approach in achieving my financial goals. With clear strategies in both superannuation and share investments I have been able to effectively divert the money towards our future. Xavier is very helpful in providing financial advice and explains the options available to help you with your financial situation. Thank you Xavier for always being available and helping us!
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So glad I chose this company to inform us on the best course of action on our finances. Specifically Xavier Lo who really took the time to ensure we understood everything. I feel well taken care of and trust his service and would recommend asking for him or anyone on the team for financial advice. A big congratulations on becoming a new dad! All the best to the family.
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.
Xavier has been my financial planner for 4 years now and his diligent work has made my life a lot easier. He has helped set financial goals and plans so that one day me and my family can reach financial independence. Thank you Xavier for Helping us understand that it’s not how much you make but what you do with the money that’s important. Looking forward to many more years with you.
Top quality financial advisory firm. Personalised attention with a very high ethical standard. James and the team are very experienced and make you feel valued. I feel anyone could benefit from them. I have recommended them to lots of friends and family over the years and they only keep getting better. I love the weekly financial updates!
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.
I came to Xavier a few years ago because I knew I should be doing something with my finances but didn’t know where to start. After two meetings I had a much better understanding of my options and was able to quickly act on his recommendations. Three years on I’m very happy with the steps I made and continue to rely on Xaviers timely and contemporary advice which is always conveyed to me in a way I understand and appreciate.
Xavier was incredibly patient and understanding. Understood that I didn't know the industry and took the time to patiently explain the products and different plans. Never tired of going over the same details again and was always very responsive and happy to have a chat. Very professional and easily relatable. I felt that he sincerely had my best interests in mind, and looked for products and pricing that best suited to my needs and situation. Always followed up, and kept me in mind. Even once everything had been settled he followed up just to make sure that I had received the welcome pack and looked into other issues from myside. Xavier has a very strong sense of personal responsibility and talks to you not as just another client or case file but sees you as a real person.
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