Testimonials

Jason Woolford has been our financial adviser since June 2004. Jason prides himself on being totally professional and we have found this to be a valuable trait in all our dealing with him. He is always available to advise us and he is very approachable. More importantly, Jason has the ability to explain the intricacies of his financial decision making in his management of our investment portfolio in easily understood ‘layman’s’ language.

Jason’s integrity is unquestionable and we would have no hesitation in recommending him to our family and friends.

Denis and Lynne – Belrose, February 2014.

We first heard about Jason Woolford from my parents who met him in early 2003 when he was working for Westpac. They were very impressed with his ability to listen to and advise them. A little while later we became unhappy with our then adviser and changed to Jason in early 2005 by which time he had set up on his own.

We have been extremely happy with the very professional, friendly and helpful advice we have had from him during this time and have recommended him to both family and friends with no hesitation.

Denzil and Sarah – Northbridge, March 2014.

I can’t thank Jason and Julie enough for the professional services they have provided in dealing with my current insurance claim.Because they have taken away the worry of chasing the payment each month, I can concentrate on getting better.

I know if it wasn’t for them keeping the insurance company honest the process and experience would have been a lot harder.

Geoff – Killarney Heights, January 2014


WEALTH ACCUMULATION

You've built your career to a point where you are really starting to make some headway. Life is getting busy though - a new relationship, starting a family and raising the kids - not to mention committing to and paying off that mortgage.

WEALTH PROTECTION

A good financial plan, designed to build and preserve capital, is of little value if it does not provide financial protection in the event that your income ceases.

WEALTH TRANSFER

Talk about change - you've seen it all, and what you haven't seen isn't worth seeing. You've raised the kids, helped them move out of home (and back in again at least twice) and worked hard to get them married and settled.

WEALTH MANAGEMENT

It is essential that your financial strategy is reviewed and refined regularly to ensure you stay on track and that your goals are achieved. Your plan should be adjusted to take into account changes.

Customised Wealth Strategies Pty Ltd ABN 74 147 806 095 Corporate Authorised Representative Financial Services Partners Pty Ltd *Jason Woolford Authorised Representative Financial Services Partners Pty Ltd

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The information (including taxation) in this website is general advice only and does not constitute personal advice. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this advice you should consider the appropriateness of this advice, having regard for your own objectives, financial situation and needs. you should seek personal financial advice from a qualified financial adviser before acting on the advice.