Testimonials from our clients
I would like to pay tribute to Susan Jones with a few well deserve red words of appreciation for her dedication to her job, clients, family and friends. Consulting with Susan over many years as my Superannuation Adviser and “keeper”, I totally trust her expertise, advice and honesty. Family background has given her excellent standing and stability in her chosen field. Susan is very loyal to her clients and treats a portfolio as it was her own.
Kaye
For many years now, whether it has been taxation planning or tax return work, superannuation fund planning or returns, or recommendations on difficult wealth creation decisions, MW Planning has been there for me and has never let me down. The firm, through Susan at the helm, most ably assisted by Len and Anne, has demonstrated business acumen of the highest order, always meeting tough submission, compliance and self-imposed deadlines. Susan, Len and Anne all exhibit honesty and reliability as their “traits” in the courteous and most pleasant manner they carry out their duties; and do so efficiently and effectively even when under stress from their workloads. Hence, I have no hesitation in recommending MW Planning, and the team above in particular, to anyone seeking advice and/or help in this financial area.
Maurice
I have known Lachlan Schonfelder for over 12 years since he was a Wealth Manager with Johnson Taylor Potter and have always found Lachlan to be of the utmost integrity. In his current role as Senior Financial Adviser with MW Group Lachlan provides professional services to a number of my clients and I am extremely pleased with his tailored & proactive advice. Lachlan is always available to provide a market snapshot and informative views of likely market movements in a readily understand fashion. I would commend Lachlan’s services to anyone interested in securing their financial future.
Michele
I have been a client with Lachlan Schonfelder since 1999. During this time Lachlan has provided sound financial advice which has assisted in growing my wealth by utilizing both a Self-Managed Superannuation Fund and investment strategies in my own name. During our 13 year association I have found Lachlan to be both professional and thorough in his approach to assisting in handling my wealth creation and management. Lachlan has always provided me with tailored, proactive advice and I would certainly recommend Lachlan to anyone determined to secure their financial future.
Rob
Lachlan Schonfelder has acted as our stockbroker since early 2006. Since that time, he has given us invaluable guidance and advice about all share trading matters we have been involved in. This advice has been particularly valuable because we have always felt Lachlan prioritized our wish to invest conservatively, and we never felt he was pushing us in any direction that we didn’t want to go. Lachlan remained calm and confident during the global financial crisis of 2008, giving us sound advice about the share market, and which advice continues to underpin the strength of our present financial position. Lachlan’s knowledge of the national and international financial markets is extensive and always current, and we enjoy receiving from him regular, independently-published updates on share companies we are interested in, or have investments with. In addition to his professional value to us Lachlan has become a personal friend, and we trust him implicitly to always consider our welfare first in any financial matters he might suggest to us. As is obvious to anyone who meets him, Lachlan is a person with a lot of enthusiasm and charisma. Meetings with him are always an enjoyable and entertaining process and we look forward to seeing him as much as possible.
Michael & Amanda
Through Ron Kucharski I have had amazing opportunities for investment. I have found their work to be exceptionally professional. They think outside the square and have contacts with major investors who work with the “little people”. They conduct educational seminars where I have improved my understanding of what it means to invest. Unlike other ‘investment clubs’ I had heard from, Vantage does more. They offered me a complete package from asset protection to superannuation. Ron and his team have spent many hours with Lisa and I, discussing, planning and evaluating how we will reach our goals. They even filled out the countless forms so all we had to do was sign them!
Nick & Lisa
Sally and I sat down recently to reflect on the current economic situation and its potential impact on our plans. During this discussion we realised how much better off we are as a result of the advice provided by Ron Kucharski and your team. Additionally, the service and information your team have provided has made the issue of managing our own superannuation fund a non-issue. We have been very happy with the partnership and would recommend the team to anyone in need of some good financial future-proof.
Peter & Sally