Brad Jonker

We first heard Brad talk at an Australian Super information night, and we were very impressed on the information he was giving everyone. We are near retirement age and finding the process very overwhelming and needed help and guidance. Brad is very friendly and knowledgeable he worked out a plan for us to get the best out of our financial situation showing us that we can retire comfortably and even earlier than we thought. With Brad’s help along the way even with the paperwork we feel a lot more at ease and have a direction to a happy retirement.

I have to be honest, money maths, tax strategies etc were very hard for me to understand. Brad was knowledgeable and patient enough to explain many times to me. My knowledge and inability to follow basic principles must have frustrated Brad. However, Brad managed to get me on the same page. Eventually it was easier than I had thought. It took me quite some time because I was scared of money and strategies that I had never heard of. Thanks to Brad, my wife and I were able to retire in comfort, two years earlier than anticipated. Our mortgage is now paid off, brand new car bought. We now have time to do some small renovations to our house and two big holidays. A dream come true, so thank you Brad, it is much appreciated.

We found Brad very approachable and helpful with all of our superannuation and retirement questions. The financial advice he has provided for us has been invaluable and has made us feel confident going forward into the next phase of our financial lives. Brad always replies promptly to any of our questions and explains things easily and in a friendly manner.