Judy Schmidt

Arrow Private Wealth

4.98

11 Reviews

Platinum

22 Yrs Experience

Ivanhoe East, VIC 3079

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As a Director of Arrow Private Wealth, I am committed to providing the highest standard of client care and financial expertise to our clients. The most satisfying thing about what I do as a Private Client Adviser, is working alongside my clients as they reach the financial goals they thought they couldn’t, leading to excellent and outstanding results. I am particularly passionate about making a difference to the financial lives of individuals, families and business owners and have experienced that at the heart of everyone is their loved ones and how this drives people to look after their family. I enjoy seeing my clients learn and grow –being a part of this process with them and achieving all that we set out to do together.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Small Business Advice
Growing Assets
Wills & Estates

Fee for service

5.00 August 2019

Judy is a very bubbly person and has a very in depth knowledge of her business and what makes people money. I have been utilising Judy and her partners for over ten years now and feel that my hard earned investments are extremely well looked after and I can only recommend Judy highly in this field.

5.00 July 2019

I first made contact with Judy for financial advice when I retired from my profession twelve years ago. Her recommendations have proven to be most satisfactory and well explained. I can not fault the level of professionalism and the personal attention Judy offers. She is an integral part of my retirement plan. I have full confidence in her advice.

5.00 July 2019

Judy has been managing my Super for some time now. I could not be happier, her advice, professionalism, attention to detail is second to none. She has taken the stress of out of my retirement planning and given me peace of mind.

5.00 July 2019

My wife and I are enjoying our retirement thanks to Judy's fantastic advice and guidance. A true professional who also has that personal touch that we appreciate and value.

5.00 June 2019

I began my journey with Arrow Wealth 6 years ago and have experienced knowledge, reassurance, honesty and compassion.

Adviser status Platinum
Rating 4.98
Number of reviews 11
First year providing advice 2002
Years of experience 22
Highest qualification
- Master of Financial Planning
Language spoken
- English

Arrow Private Wealth

216 Lower Heidelberg Rd
Ivanhoe East, VIC 3079

8:00am – 5:00pm Monday – Friday

Arrow Financial Group Pty Ltd

AFSL 536745

Judy Schmidt

Arrow Private Wealth

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Arrow Private Wealth

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