Testimonials

Kind words from our clients.

Malcolm

For over 6 years I have been working with Qasim as my financial advisor.

It has been a rewarding experience; we have met the goals we agreed on to manage my portfolio on an annual basis. Where external matters have arisen, he has assisted with change and I appreciate his advice on an ongoing basis.

Jeff Philp

I met Qasim, approx’ 15 years ago. At the time, he was an investment adviser, with The Commonwealth Bank of Australia. I was looking for investment options and it was suggested, I speak with Qasim. At the time, I was in a Superannuation fund, that performed poorly. And wasn’t making any contributions (superannuation was never properly explained to me). Qasim explained it to me (properly) and made some recommendations. And by that stage, Superannuation laws had changed a bit, since Paul Keating’s time as PM. I changed funds and started making co-contributions . With his help, I was able to retire early

Sandra and Jim Inness

We have had Qasim Syed as our personal Finance Advisor since 07/2008. He has giSandra and Jim Innessven us advise from before we retired in 2009 and onwards. We had our own business and also our home to sell. Qasim helped us will advice on these aspects and he has invested our money wisely into funds he suggested. Qasim has always given us advice that has kept our money giving us good returns. We have become good friends over the years and we really do value Qasim as our Personal Adviser into the future.

Ian Bjorkman

We have had Qasim Syed as my Financial Advisor for a number of years, through Commonwealth Bank Financial Planning and have found him to be very thorough in all of our dealings. At every review he carefully assessed all of our needs, both immediate and future, and also ensured that our daughter was always left protected if a disaster should happen to us. For this reason, he arranged for the small share portfolio we had to come under the First Wrap umbrella so that she would not be burdened with trying to locate these assets in case of our death. I might add that he was insistent that we had current wills in place at every review. Our portfolio has been well balanced, and on several occasions, he telephoned me during the day to advise if a particular investment was not performing and asked if we wished to leave it, or stay with it. Over the time we have worked with Qasim the value of our portfolio has grown, even allowing for our regular monthly allocations, in short, all our financial goals have met and sometimes exceeded. I have recommended Qasim to other members of our family, because we trust him and his advice, and have no hesitation in recommending him to others