Jules Knox

Jules has given me advice in areas including Loan Products, Super Fund and Insurance. Jules was usually able to explain things to me in a clear way. Through Jules's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Jules's full care and attention when I needed

Jules has provided my husband and I a financial plan that has exceeded our expectations. Her knowledge in managing debt, loans and superannuation has meant that she has been able to see opportunities in our financial situation that we would never been able to see. We feel very confident in our dealings with Jules, she is authentic and professional and we know she has our best interests as a priority.

Jules has advised my husband and I on refinancing our mortgage, consolidating debts, setting up an investment portfolio, superannuation, insurance and overall budgeting and planning our future. Jules always explains things in an easy to understand way. Her overall knowledge and industry experience is invaluable, and we are completely confident in the advice that she gives us. I always feel that she has our best interests at the heart of all she does. I would highly recommend Jules services to all family and friends.

I have 100% confidence in Jules’ advice. She effortlessly has everything under control, has such a wide breadth of knowledge, is highly responsive, and has a genuine care for her clients. She has an uncanny ability to be amazing with figures and fabulous with people too. As a client you could be forgiven for thinking that you are Jules’ only client (which I know I’m not) - that’s how special she makes me feel. Working with Jules has helped turn me in to someone who’s actually interested in numbers and my financial future, rather than someone whose eyes glaze over at the mention of superannuation. My financial comfort comes from knowing that we have Jules on our side.