2M Financial Group - Mosman (NSW)

5 /5 Hellen Spanoudakis: My husband and I have known Jon since 2003, where he assisted with our investment property at the time. Since then Jon has become our financial advisor looking after our insurances and superannuation. He is very professional, trustworthy and a wealth of knowledge. We highly recommend Jon to anyone seeking a reputable financial advisor.

5 /5 Heidi Mitchell: Jon has been my financial advisor (and those Ive recommended him to - both family and friends) for over 10 years. I highly recommend him for so many reasons - his honesty, integrity, willingness to assist at any time and providing great solutions. He has guided me in many different areas including superannuation, insurance and estate planning. One of the things I like most about Jon (apart from the fact that hes a lovely guy) is that if he cant provide you with a better solution than what you currently have, he will tell you that youre best staying with your current arrangements and not switch you for his own benefit. If youre looking for someone who you can trust and rely on, Jon is your person.

5 /5 Bryce Riley: My wife and I have had Jon at 2M Financial Group look after our financial planning for around twenty years now, and we are absolutely reaping the benefits of his intuitive recommendations and positive actions over those many years of our association with him. Jons continuous monitoring and fine tuning of our investment portfolio, shows his personal dedication to achieving the best results he can, and we are now on a plan of action fully tailored to suit our personal desired outcomes, and retirement plans. Whilst Jon has a plethora of connections throughout the finance industry, giving depth and breadth to your likely positive outcomes, he will nonetheless be the person beside you all the way on your journey to financial success and freedom. I know this first hand, as my wife and I are experiencing the joys of (early) retirement, and Jon is still by our side, mapping out our newest chapter in life, and encouraging us to enjoy the fruits of our investments that we planned with him, all those years ago. I cannot recommend highly enough of Jon, and encourage anyone interested in making their future secure, and (eventual) retirement as financially abundant as possible, he is your go to guy.

5 /5 Julie Brown: Jon has been our financial advisor since 1990 and over those years he has given us honest information, which has set us up well for our future retirement years. Jon has the knowledge in many financial areas and has a great team working with him as well. Looking back, I am so glad we worked with Jon all those years ago as we get to see the benefits now of what we couldnt see then. You dont even need to live close, we have had many zoom calls and also Jon has travelled to visit us.

5 /5 Sussan Huynh: Weve been working working with Jon from 2M for a number of years and he has always been a wealth of knowledge. He is genuine about looking after you. What we love about Jon is he takes the time to explain things clearly and in detail. If you need someone to take care of your superannuation and life insurance, you need to chat with Jon.