20 Reviews

James McMaster

When Financial Solutions (Tamworth)

Platinum

21 Yrs Experience

Tamworth, NSW 2340

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5.00 March 2025

After meeting with James today, I have no hesitation in recommending him to anyone who is looking for a professional finance planner. His knowledge, professionalism and caring nature are second to none. After being unsure if I was financially on track, James presented me with different scenarios that made sense and gave me the confidence to know with just a few changes I am on the right path to retirement.

5.00 February 2025

Meet with James for an initial consultation. He was helpful and provided good advice. Would recommend him to others.

5.00 January 2025

James was recommended to me by a friend and I'm so pleased to now have him in my corner. James was so knowledgeable and helpful. He presented scenarios of possible futures in retirement, some which I will be honest were a little scary. However, James was able to get me started on a plan for a smooth transition into retirement with enough funds to see me through. I highly recommend James to anyone wanting to get their finances in order.

4.00 August 2024

James is very knowledgeable and was able to help me understand my situation better and to understand my options. Thank you James.

4.75 July 2021

James was recommended by a good friend & we have been very impressed by James’ professionalism, knowledge & caring manner. James was able to help us set up a Pension Superannuation Plan & Managed Fund for our retirement. We found James a pleasure to do business with as he listened to our concerns & was very helpful to explain things in a straightforward & uncomplicated manner. I would & will definitely refer James to my friends & acquaintances.