JM Verified customer
Sunshine Coast
Robert Duguid 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!"
a year ago
Jeremy Long 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 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."
2 years ago
Tahlia & Calum 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!"
2 years ago
Tahlia & Calum 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!"
2 years ago
John B 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 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 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 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"
4 years ago
Suneth Verified customer
Client, Australia
"Excellent communication and made things easy for the customer"
4 years ago
Eddie Jones 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 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 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 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 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 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 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 Verified customer
Australia
"Wealthmed team is like a silver lining emerging in this pandemic crisis time! Friendly and supportive team."
5 years ago
David Tragen 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."
5 years ago
Renee Greaves 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."
5 years ago
"To Wealthmed Finance Team: A+++ service, expertise. Extremely pleasant to work with at all times."
4 years ago
Endorsal review