Julien Renard

Julien’s strength is ability to listen and understand what is important to me. I felt highly valued as a client and that they were not taking a cookie cutter approach to my situation. He provided a comprehensive, concise and clear plan that provided me with a strategic solution that met my financial objectives. He covered areas that I hadn’t considered and added great value. I would highly recommend speaking with Julien about your financial objectives and have no hesitation in referring friends and family to engage his services.

Right from the start we immediately felt confident entering into this important relationship with Julien. He has an open and honest communication style, and he very quickly developed an appreciation of our short term and long-term goals. Julien simplified every aspect of our financial planning for us. He concentrated his efforts on ensuring we understood and were confident with each decision-making process before we committed to any of our retirement and financial plans. Our relationship with Julien is one of cemented mutual trust. Julien goes above and beyond. His experience, passion, and expertise were invaluable to us in implementing strong and achievable future goals. Julien has exceeded all our expectations. We are frequently singing ASO Wealth’s praises to our family and friends, which after all, is the best recommendation you can give. Thanks so much Julien.

Since our first call, Julien has asked the right questions to deeply understand not only our ambitions and current situation, but also the intricacies between my partner and I and the lifestyle we want to maintain and the balance of wealth growth within it. Julien is able to both visually and orally explain some very detailed financial stakes, in the simplest form for us to understand, which we have been able to easily make informed decisions based on. At each interaction, Julien takes the time and puts in the effort, ensuring we are aligned and all next steps of the process are not only mapped out, but also managed by him directly. Julien is a pleasure to work with and we look forward to sharing our wealth journey with him and Naz.

My husband & I have trusted our superannuation fund to be in Julian’s hands for many many years now with successful financial results in good times & in bad. Julian is alway there when we have concerns & we are immediately put at ease with his clear & precise understanding of our fund & its growth. We have recommended Julian to family & friends & all feel the same way, he always makes time for each & every client as individuals, which is very rare in the world we now live in! We consider Julian as a true & trusted friend. David & myself are very sad Julian is leaving us but he is young & has a fabulous future ahead of him & we wish him every success in his career & his upcoming marriage. Cheryl & David Gilmour.