We are known by the company we keep
We are honoured to partner with our clients in helping them to achieve their financial goals. We are proud of every message of appreciation we receive, and we work hard each day to deserve them.
Thank you to everyone who has shared their experiences with us, it means a lot.
In addition, when I suffered a serious cycling accident, the comprehensive suite of insurances recommended by Sherlock Wealth were realised. We were able to have specific injuries and trauma benefits paid on top of a regular monthly income protection payment. This was invaluable during a period in my life when I was unable to work yet still had a family to support.
Dr Bruce Walker
Additionally, without Andrew’s detailed knowledge of my insurance arrangements, I wouldn’t have known I had a right to claim when I became ill. Not only had Sherlock Wealth recommended the right insurances for me, but also recognised my right to make a claim which I didn’t know I had. They also assisted in making the claim and the payment I received from that has been life-changing.
I also wanted to say how proud we feel about your client service ethics and your commitment to the growth and development of the business.
Thanks Andrew, Jacqui and the team.
Rob and Jacinta Jones
Rachel and Brett Lunn
For me capital protection upfront was important. Insurance was front and centre. To know that I was going to be protected and that my children were going to be alright if something were to happen to me, helped me to sleep better at night.
The key trigger for me in seeking a financial adviser was a life changing event. Getting divorced not only changed my financial situation but meant that I now had to make all the big decisions by myself. I felt vulnerable, overwhelmed and exhausted and yet I knew I had to get all my ducks lined up in a way that would be good for me both in the short term and for the longer term. I needed a sounding board, someone who had empathy, someone who was honest – even in delivering difficult news - and someone I could trust. I imagine that is not an easy combination to achieve but I certainly got that with Andrew and Sherlock Wealth.
One of the things I really valued was going through things step by step. Andrew has a very calming and reassuring ambience about him which creates that trusted adviser, that safe space.
One of the most important things I have learned thought this process is the importance of having a plan. Having a financial adviser is like having a personal trainer – they make sure you turn up and stick to your plan!
All of the 'unknowns' have been taken away and all of our 'uncertainty' has been removed. We now have a clear vision, direction and roadmap with options for getting us to where we want to be.
It has been a great experience which has given us both a lot of confidence to make significant decisions with certainty. Sharing our details through the portal also made the process very efficient and easy.
Jane and Charles Moore
Our clients, who are typically professionals, business owners and entrepreneurs, really appreciate this.