"Joe came highly recommended to us from a close family member. We found Joe to be extremely thorough in understanding our current, financial position, our future financial aspirations and goal setting, alongside our recently changed financial landscape. Once this was established, Joe was meticulous in his approach to position us in the best way possible for transitioning into retirement, maximising the current tax effectiveness of our assets in the meantime, and the various and varied options available to us to achieve our goals. Joe was patient and brilliant in his management of us as he allowed us to understand the minefield of options available to us. Pros and cons were diligently discussed, explained and recommended or discouraged accordingly. Now that we are settled into a firm financial trajectory, we feel comfortable in our decision making, guided by Joe's expert advice and opinion, of course. The relationship Joe established with us was one of professional and mutual respect and utmost trust. Joe's knowledge and expertise in the financial field exceeded our expectations and is one that we feel confident in continuing our relationship with for years to come. All costs, fees and other relevant details were clearly explained and disclosed. Hence, we hold Joe's integrity the utmost favour. The process wasn't a short one, but it was thorough and one that allows us to feel at ease about the outcomes achieved. We highly recommend Joe for your financial needs and his staff are equally friendly, helpful and very easy to deal with. Silvana and Tony De Fazio"

"Joe provides clear and concise information."

"Joe always makes an effort to keep up to date with my changing financial position and how it affects my insurance requirements. He is very knowledgeable about the insurance products available and gives very clear tailored advice."

"I have been dealing with Joe Vitale and his staff for over 20 years for all our financial planning, superannuation and insurance needs, and have always found his attention to detail, service from him and staff, and advice to be very beneficial to my family and our business. We have made major claims on our personal insurance policies, and he has always dealt with the companies on our behalf and been able to get the claim through hassle-free and the policies have always paid out. We are very happy with the advice he has provided to us, and now my kids also, and wouldn’t hesitate to recommend him to our friends and business colleagues. I would like to take this opportunity to thank Joe for all of his help and support through the years. It has been easy and stress-free.

Thank you,

Gordana Viti."

"Both myself had my wife have been a client of Joe for the past 5 years. After our initial hesitation to engage an adviser we took the leap and haven’t looked back. Joe took a lot of time to understand our position, what we were looking to achieve and offered some very good advice. We are now confident and understand our path to retirement.

Joe is a pleasure to work with and on top of our regular financial reviews he is always happy to take a call to answer and offer advice to any questions we may have."

"We have been extremely happy with Joe and his friendly staff for many years especially since retirement. His advice and management of our pension fund has enabled us to have a steady addition to our income and has been a pleasure to have known Joe and Angela during this time. Thank you Joe John & Carole Briggs"

"I have been a client of Joe for a significant number of years now and have always known him to be an extremely approachable and knowledgeable adviser who is easily accessible to answer any of my queries in regards to my finances. Patience and integrity are definite attributes of Joe's character. I would definitely recommend Joe as a financial adviser to anyone who is seeking any finance related matter."

"Joe was able to give me clear, professional advice so easily. I feel so much more at ease knowing that ive planned for my future with the help of conncise knowledge. I would highly recommend Joe. He was easy to speak to and understood all my concerns."

"I feel very confident and secure with Joe Vitalie as he has so much knowledge to give."