BWC Wealth Partners - Warrnambool (VIC)

Daniel Coniglio We used Heinrich to restructure our whole Investment Strategy. He was a true professional that kept us informed every step of the way. As a father of a young family I also wanted to ensure they were protected if something ever happened to me or my wife. With Heinrich’s guidance and advice we now have all of our life insurances set up correctly and we have established appropriate wills and an estate plan. We also meet with Heinrich on a yearly basis to review our superannuation, investment returns, and broader financial plan to ensure it still best suits our needs. I highly recommend his services and that of Lightbulb Wealth Management.

Tia Ivy After 3 years of being with them my car was in an accident, alpha took the car back and said my income wasnt high enough to get approval for another car although it is. They wouldnt give me information for the insurance money until I pay the excess as to how much is owed and how much needs to be paid. They gave me a $41,000 car loan on a sole parent income on my learners, also gave me a hired car for 3 days as mine wasnt ready from the shop when I arrived to pick it up, the weekly repayments were $169pw. I paid 3 years for repayments and a deposit, all up just over total $26,000. The insurance company offered $12,000 as a total loss for the wipe off, and this matters been going on for 2 months now, as I feel uncomfortable giving alpha the $1,200 for the excess, and not knowing if Ill get any money in return. Im out $26,000 no car and no doubt a debit to dispute! I was in hospital and they immobilized my vehicle for not making 2-3 repayments. They also send threats to immobilize your car if your a week late.

Independent Advisor I have been engaged with WSC since 2009-10 fiscal year for all my individual Tax return as well as my wife and for our investment properties. I find them highly efficient and timely service. I get advised appropriately whenever I want with complete satisfaction. I will continue with them in future as We do not find any alternative- they are the best on their business. They set the bar so high in terms standard I do not even think of shopping around for another Accountant. I have my peace of mind leaving my Tax affairs to them.