AssetZ Wealth Pty Ltd 33 Tallebudgera Creek Road, Burleigh Heads, Queensland 4220

"My husband and I were introduced to Assetz as we were looking to establish our SMSF, and we could not be happier with the team. They made the process very easy, explained us everything we needed to know, they are transparent in conducting their business and prompt in helping us with any questions or requests. Establishing and SMSF is daunting at first and one needs to know they have a team that is on their side and puts the customer’s interests first- and we feel that the team at Assetz have done just that, and they still are. Plus all the office ladies there are an absolute pleasure to work with- always professional, knowledgeable and helpful. I would recommend them to anyone I know that is looking to go down this path."

"AssetZ has been incredible to deal with. Their knowledge of SMSF procedures was great but what sets them apart is their customer service. The whole team- Paul, Amanda, Nina have been wonderful to deal with. The best decision we made was to proceed with them for our financial planning needs. If you are considering working with them, you will not regret it!"

"Having lost a trusted adviser to retirement I found his recommended replacement less than adequate so went looking for a new one. Since finding Paul and the team at AssetZ Wealth Pty Ltd I am happy once again and further to this have appreciated the advice provided by them in helping me to set up a self managed super fund as well as keep me updated on all my other investments. I am happy to recommend their services to anyone looking for Financial Advice."

"Great team to work with. Very professional and knowledgeable. Was always just a phone call away. Would highly recommend. I had no idea about SMSF or investing. Paul and his team made it look easy , doing all the hard work. Very smooth transition considering im 1000km away. We can't thank you enough Paul."

"I knew absolutely NOTHING about SMSF before I was put onto AssetZ Wealth.. I ended up buying an investment property... Michelle, Paul and the whole team are absolutely fantastic to work with! They looked after everything! They sorted out the finance broker firm who was also very easy to deal with. They sort out the legal firm to look after all the legal side of things who were also very easy to work with. Every time I had a silly question or not so silly enquiry... My calls to AW were always answered with the up most respect and importance. Same with my emails... Always answered back in a very smart time frame. I can not recommend Michelle, Paul and AssetZ Wealth as a whole, highly enough! Thank you guys! :-)"