32 Reviews

Ross Monteleone

Assured Wealth Advisors Pty Ltd

Gold

11 Yrs Experience

Morphett Vale, SA 5162

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I am a qualified Accountant and Financial Adviser with over 18 years of professional experience.

As a qualified Accountant & Financial Adviser, I am extremely passionate about providing the best financial and taxation advice I can, I am a strong believer that it is important for everyone to have access to good financial advice that is based on meeting a client's lifestyle and financial goals.

I am driven by my clients financial successes and find assisting clients particularly rewarding.

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

5.00 October 2024

Thank you for the meeting with you this week.

I went away with lots of food for thought and it actually put a lot of perspective on my goals etc.

Just for your feedback I felt at ease from the moment I walked through the door, it was lovely to be met with friendly, warm staff.

This being my first experience of financial advice etc has been positive.

5.00 October 2024

Thank you for the work you have put in ensuring that we have been given the information needed to make an informed choice regarding our finances.

We look forward to working with you in the future.

5.00 September 2024

We cannot thank you enough for your time, enthusiasm and clear direction, given to both Pete and Myself last night.

There is nothing but extremely positive feedback to give to you. I was holding back tears as you clearly showed us a way to move forward and cannot believe that I felt we had to catch up first, before coming to you. We now can only see the massive changes to our lives that engaging with your firm can bring and are excited to look to the future, an emotion that has escaped me for a long time.

We have never had a presentation like this before and wish we had a plan like this many years ago. We have been uneducated and foolish in not understanding the financial side of our business in the past and totally agree, this should be left to the experts whilst we get on with running our business.

We look forward to working with you.

5.00 June 2024

We would like to thank you for your time today.

You explained everything in a way that we could understand which was very much appreciated.

Looking forward to working with you in regards to our financial future.

5.00 February 2024

Thank you for the meeting last week.

We really appreciate you taking the time to get to know us and our situation. Was good to talk to someone that understands that 'one size does NOT fit all'

We will be in touch to organise tax and will move forward from July.

Look forward to working with you.