Wealthmed Reviews & Testimonials

5 (22)

Reviews: 22


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100% of customers would recommend Wealthmed

JM star-alt star-alt star-alt star-alt star-alt Verified customer

Sunshine Coast

"To Wealthmed Finance Team: A+++ service, expertise. Extremely pleasant to work with at all times."

3 years ago

Robert Duguid star-alt star-alt star-alt star-alt star-alt Verified customer

Doctor, Australia

"Colby and Wealthmed have provided us with a fantastic comprehensive financial advice service since we first came into contact in 2020. Colby is professional, friendly, responsive and knows his stuff! As two doctors leading busy lives and starting a family- Colby has looked after the financial side of things for us so we haven’t had to!"

8 months ago

Jeremy Long star-alt star-alt star-alt star-alt star-alt Verified customer

Client, Australia

"Rory O'Neill and his team have been professional, patient and supportive. It has been the first time we have had a financial advisor and hence we have been cautious; so it has been a great experience for us to have had Rory's thorough guidance and reassurance in directing our future financial security. Thank-you Jeremy and Mandy Long"

a year ago

Tahlia & Calum star-alt star-alt star-alt star-alt star-alt Verified customer

Australia

"Words can’t express how truly thankful we are for the Wealthmed team. They worked extensively with us to be able to achieve our newly built home - something we never knew was even a possibility at this point in our lives. No question or dilemma, big or small, was left unanswered and everything was managed quickly and professionally."

a year ago

Tahlia & Calum star-alt star-alt star-alt star-alt star-alt Verified customer

Australia

"Wealthmed’s professionalism and expertise in the field are monumental, and we would never be in the position we are in now, in our beautiful home, without their input. If you’re wanting to build a home and you aren’t obtaining assistance from the Wealthmed team, you’re doing it wrong!"

a year ago

Tahlia & Calum star-alt star-alt star-alt star-alt star-alt Verified customer

Australia

"From day one, the Wealthmed team have gone above and beyond. Our whole buying and building process was made EASY. From our initial property consultations, to advocating for us when inevitable obstacles appeared (unavoidable in the current building climate!) – Lauren and Doug held our hands right to the finish line. We can't thank them enough!"

a year ago

John B star-alt star-alt star-alt star-alt star-alt Verified customer

Wealthmed Client, Birtinya

"Joanne Tinetti created a range of plans to help us not only achieve financial success, but also happiness by fulfilling our personal goals. In the short time that we have been consulting Joanne, we have finished building our dream home, acquired a second investment property and commenced discussions regarding expanding my private practice."

3 years ago

JB star-alt star-alt star-alt star-alt star-alt Verified customer

Client, Sunshine Coast

"Joanne Tinetti approaches every financial discussion from the client's perspective, without judgement or a list of financial rules being forced upon us. She took the time to get to know us and our goals in life - personally, professionally, and financially."

3 years ago

Dr John star-alt star-alt star-alt star-alt star-alt Verified customer

Client, Sunshine Coast

"My wife and I have been seeing Joanne as our Financial Adviser for 18 months. We had an excellent relationship with our previous Adviser so when they left and we switched over to Joanne Tinetti, our expectations were high and we were going to be difficult to impress. However, our concerns were alleviated during our first meeting with Joanne."

3 years ago

MB star-alt star-alt star-alt star-alt star-alt Verified customer

Doctor, Brisbane

"Prompt, regular reminders sent to me, professional, easy, accurate, 2020 taxes all completed, with great outcome (nice tax refund). Looking forward to getting my 2021 taxes done with them! Keep up the great work Wealthmed accountants"

3 years ago

Suneth star-alt star-alt star-alt star-alt star-alt Verified customer

Client, Australia

"Excellent communication and made things easy for the customer"

4 years ago

Eddie Jones star-alt star-alt star-alt star-alt star-alt Verified customer

Client, Qld

"Excellent! The guys were available throughout the entire process. No question went unanswered and they provided advice and assistance as needed. Thank you very much."

4 years ago

David Tragen star-alt star-alt star-alt star-alt star-alt Verified customer

Client, Sunshine Coast

"I’m very happy with how Wealthmed guided me through the process of buying an investment property, from pre-build selection to landlord insurance. They also respond rapidly when things are not going to plan- something I particularly value."

4 years ago

Consti Frei star-alt star-alt star-alt star-alt star-alt Verified customer

GP, Australia

"Very reliable service by Doug. Was always available and responded to all enquiries/questions quickly and professionally"

4 years ago

Rashini Kulatunge star-alt star-alt star-alt star-alt star-alt Verified customer

BIRTINYA

"Cannot fault the service. We felt so confident making a decision about buying with Wealthmed's banking and they really went to great efforts to get us exactly what we wanted! Thanks guys!!"

4 years ago

Jean-Marc de Maroussem

Jean-Marc de Maroussem star-alt star-alt star-alt star-alt star-alt Verified customer

Australia

"World class/top rate service. Cannot recommend the team at Wealthmed highly enough. Five ⭐️ actually isn’t enough!"

4 years ago

Jean-Marc de Maroussem star-alt star-alt star-alt star-alt star-alt Verified customer

Client, Australia

"Beyond excellence. Carolyn, Scott and the whole team have provided me with excellent advice that has considerably brightened my financial future."

4 years ago

Renee Greaves star-alt star-alt star-alt star-alt star-alt Verified customer

Sunshine Coast

"We have faith that Carolyn and her team will provide us with the necessary advice and expertise to manage our supers, insurances and taxation needs through this crazy time for all of us."

4 years ago

Dr RH

Birtinya

"Thanks for the great presentation, particularly for the insight provided by Tom Bignall. Credible information certainly helps us, as investors, to remain confident about our financial future."

4 years ago

D C

D C star-alt star-alt star-alt star-alt star-alt Verified customer

Australia

"Wealthmed team is like a silver lining emerging in this pandemic crisis time! Friendly and supportive team."

4 years ago

David Tragen star-alt star-alt star-alt star-alt star-alt Verified customer

Client, Queensland, Australia

"Wealthmed have always answered my questions promptly, and whenever problems have arisen they have been quick to respond and find solutions."

4 years ago

Renee Greaves

Renee Greaves star-alt star-alt star-alt star-alt star-alt Verified customer

"In these unprecedented times, one of the things that give our family peace of mind is that the team at WealthMed are working so hard to look after us and all their client's needs in relation to our financial futures."

4 years ago