Joe Vitale

Joe came highly recommended to us from a close family member. We found Joe to be extremely thorough in understanding our current, financial position, our future financial aspirations and goal setting, alongside our recently changed financial landscape. Once this was established, Joe was meticulous in his approach to position us in the best way possible for transitioning into retirement, maximising the current tax effectiveness of our assets in the meantime, and the various and varied options available to us to achieve our goals. Joe was patient and brilliant in his management of us as he allowed us to understand the minefield of options available to us. Pros and cons were diligently discussed, explained and recommended or discouraged accordingly. Now that we are settled into a firm financial trajectory, we feel comfortable in our decision making, guided by Joe's expert advice and opinion, of course. The relationship Joe established with us was one of professional and mutual respect and utmost trust. Joe's knowledge and expertise in the financial field exceeded our expectations and is one that we feel confident in continuing our relationship with for years to come. All costs, fees and other relevant details were clearly explained and disclosed. Hence, we hold Joe's integrity the utmost favour. The process wasn't a short one, but it was thorough and one that allows us to feel at ease about the outcomes achieved. We highly recommend Joe for your financial needs and his staff are equally friendly, helpful and very easy to deal with. Silvana and Tony De Fazio

In late 2023 we informed joe that i would require assistance to lodge a claim through my income protection policy.

For any one navigating through health issues and requiring financial assistance forget expectations of government assistance its a must have personal income protection insurance policy.

From personal experience with my partner going through breast cancer treatment in mid 2000's a very stressful time, her income protection policy was approved and paid in days.

My own recent experience 2023/24 with joe and his team they made sure I was treated with dignity through the claim process.

Thanks joe and team.

Joe provides clear and concise information.

Joe always makes an effort to keep up to date with my changing financial position and how it affects my insurance requirements. He is very knowledgeable about the insurance products available and gives very clear tailored advice.