Columbus Wealth Advisory - Kew (VIC)

5 /5 Doug Melville: We engaged Joel to assist with our retirement planning and ongoing management. Since our initial meeting and throughout the process, Joels availability, easy communication, genuine care and subject knowledge have met and exceeded our expectations. It is always about us and about ensuring we put ourselves in the best possible position in retirement and importantly, understanding what were doing. We highly recommend Joel and Columbus.

5 /5 D L: We feel so lucky to have found Joel. He blew us away at our initial consultation. His depth of knowledge was beyond anything I had seen before. He is personal, caring, down to earth, and always puts our interests at the forefront. He is transparent in his fees and commissions. Where other financial advisors have wanted to charge us a huge fee for additional services, Joel does not. It was simply his job to do what’s best for our portfolio. We feel extremely confident of our financial future and also that of our children and theirs.

5 /5 Ryn C: Joel was recommended by a friend and it has been a pleasure working with Joel and his team. He has been very helpful from the start in all our financial matters for our family. It is very assuring to know that we have someone that’s reliable, diligent and knowledgeable in planning our finances. Can’t speak more highly of Joel and we are glad that we found him, would highly recommend Columbus!

5 /5 Jamie Richardson: Weve recently engaged Joel & really wrapped with the conversations & subsequent planning put into play. We were originally only looking for insurance insights but after a couple of sit downs & further chats with him we decided we wanted to partner with Joel on our full wealth build/strategy plan... Joel is super responsive & always makes time for anything & everything, hes passionate about delivering over & above & has been key in helping us being really clear on our decisions & planning both short & long term to strategies & structures & hes also a great person !

5 /5 Zoe Martin: It was a pleasure working with Joel. He was extremely down to earth, knowledgeable, professional and always had my best interests in mind. He took the time to understand my financial goals and created a personalised plan to help me achieve them. Joel was always available to answer any questions and provide guidance when needed. I would highly recommend Joel to anyone looking for advice on how to grow and manage their wealth.