H Bold

Access Wealth Group

5.00

2 Reviews

Silver

24 Yrs Experience

Chisholm, ACT 2905

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I have been in banking and finance since 1985 and Financial Planning since 1999.

I am self employed in my own practice.

My office is located in Chisholm ACT and I specialise in superannuation, retirement planning and invetsments.

Superannuation
Retirement & Pension
Shares & Investments

5.00 November 2024

His advice made us feel comfortable and confident going forward with our retirement. He was always available and willing to discuss our concerns.

5.00 December 2022

We have been going to Helmut Bold for over 10 years and find him to be very easy to communicate with and we have complete confidence in him advising us of our superannuation, retirement and pension facilities. We have seen the market go up and down as it normally does, but we are really glad we are with Helmut as he always returns our phone calls/emails very quickly when there is a hiccup in the market even when he is under a lot of pressure attending to his other clients. We would fully recommend his services to other people who need a helping hand regarding their finances.

Adviser status Silver
Rating 5.00
Number of reviews 2
First year providing advice 2000
Years of experience 24
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Languages spoken
- English
- German

Access Wealth Group

Suite 2, 74 Halley St
Chisholm, ACT 2905

9:30am – 4:30pm Monday – Thursday

In person

Nest Advisory Hq Pty Ltd

AFSL 519569

H Bold

Access Wealth Group

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