Client stories
Recent reviews
Luke B
My wife and I were really happy with our experience working with Kurt at Your Wealth Consultants. He is very knowledgeable and genuinely took the time to understand our goals before providing advice. 12 months following the initial advice we are already seeing some great outcomes.
View on GoogleJanelle Clayton-Wilks
Rachael and Kurt at Your Wealth Consultants have clearly shown us we can move towards retirement with peace of mind and a stronger financial position. From day one we were guided professionally with empathy and courtesy. We were pleasantly surprised by the cost of their services and its been of great value to us.
View on GoogleKirsty Larsen
Rachael and the team have been so helpful and professional with lots of knowledge to share. They've been fantastic in organising everything from insurance, super and investments. And also have been affordable, which I felt had been a barrier for me. Thanks team!!
View on GoogleNatalie Mills
Rachael and her team are so professional, knowledgeable, proactive, and just fabulous to work with. I have never felt more confident than I do now with my financial plan, personal insurance and super. Have already put my close friends and family in touch with Rachael and her team.
View on GoogleRhian Nelson
I had never used a financial advisor before and was nervous where to start but Rachael and her team at Your Wealth Consultants were fantastic I would highly recommend them. I feel safe having my financial decisions helped along by them.
View on GooglePeter Young
I have dealt with Rachael and the team at Your Wealth Consultants throughout 2022 as we needed to change the directions of our financial plans. We felt that Rachael had given us great support and excellent advice as we had to make these tough decisions, and guided us in every step of the way. We recommend Your Wealth Consultants to anyone looking for good solid financial advice.
View on GoogleDavid Paynter
Rachael and her team went above and beyond assisting my wife and I with our SMSF, providing us with confident investment advice and planning for our retirement. Our investment strategy and prospectus was clear, easy to understand and for the first time in a long time, we really do feel in control of our future. Any questions we have, or need answered quickly on investment ideas, Rachael and her team respond promptly and give us the knowledge and insight to make a confident decision. We have no hesitation in recommending Your Wealth Consultants! They really do have your back...Thanks Team! Cheers, Dave and Deb
View on GoogleCarly Russell
I highly recommend Rachael and her team at Your Wealth Consultants. I recently had a consultation with Rachael who made me feel at ease with the process and ensured that we both had the same understanding and expectations as I had never sought financial advise before. She had great communication, professionalism and was very personable which made my overall experience a highly positive one. Thank you Rachael!
View on GoogleKevin Gordon
We have been using Rachael's services at Your Wealth Creation for a few years to help us move to self funded retirement. Rachael has provided us with some excellent strategies that will enable us to retire with confidence. The team at YWC is always responsive and professional, and is constantly on top of all the latest budget and financial developments. We recommend Rachael and the team at YWC highly.
View on GoogleGeoff Edds
Rachael and the team at Your Wealth Consultants are very knowledgeable and more than helpful with navigating Super Annuation and insurances for the novice. Rachael is very passionate with everything she does and takes the time to explain with mapped out diagrams. Don' waste your time with some big corporations where you are just a number, have a chat to the team at Your Wealth Consultants who will spend the time to earn your business and put you in good steed for retirement savings and much more. Very much impressed with the service I received. Thanks team YWC
View on GoogleMatt Furnari
Rachael and her team have been nothing short of fantastic. We went in for just a couple of questions as we have never dealt with a financial planner before but once we met Rachael, Kurt and Stacey we felt so much more at ease. Rachael made us feel welcome and no questions were left unanswered, as silly as they may have sounded. Rachael and her team are now part of our financial journey and we look forward to working together in the future. We have no hesitation in recommending them to anyone looking for a financial planner.
View on GoogleJacqui Ooi
We have been dealing with Your Wealth Consultants for the past 18 months and have found them to totally on the ball. They have restructured our Self-Managed Superannuation Fund to help us achieve our long term goals. What I like about Rachael and her team is their passion and professionalism in delivering their services. We can confidently recommend the services they provide.
View on GoogleStacey M
My family and I have been long term clients of Rachael and YWC. Rachael goes above and beyond to make sure you're well looked after and not disadvantaged in any way. It is always a pleasure dealing with the team and I would highly recommend YWC to anyone looking for a financial adviser that puts the client first.
View on GoogleSachin Nair
I was very skeptical about financial planners, I was one of those people that believed I knew what I was doing with my finances. A chance meeting with Rachael started a conversation about investing and growing which educated me about the benefits of a Financial planner. I am now a very happy and educated client that is being assisted by the wonderful team at Your Wealth Consultants and in planning my future and a comfortable retirement.
View on GoogleRos McMaster
I have been associated with Rachael Ooi of Your Wealth Consultants for many years now and have no hesitation in recommending her for financial planning advice. Rachael is intellegent and articulate, and most importantly... has integrity. Your Wealth offer personalised advice and take the time to really listen to me and help me understand all my options. But best of all, Rachael is capable of explaining complex concepts in terms that I can understand. My portfolio has so many moving parts, with estate issues, trusts, super, shares etc... but Rachael and her team are on the ball and know where I'm at all times. They never fail to keep making recomendations that safeguard me and ensure good growth and tax effectiveness going forward.
View on GoogleChloe Johnson
Rachael, Kurt & Team were amazing in helping me sort out my Superannuation and Life Insurace. They were very quick, efficient, amazing to deal with and helped me understand my options clearly. I will definitely be using their services in the future.
View on GoogleAnjanette Connell
I can highly recommend Kurt as a personal financial advisor. Kurt has helped my mum in law after selling an investment property every step of the way with arranging all her financial needs as a retiree. We cannot recommend Kurt highly enough for his patience and explanations on all products recommended for my mum in laws retirement and financial security. If you want great advice with someone prepared to spend their time then we cannot recommend Kurt highly enough.. he deserves 10 stars not 5.
View on GoogleAryasb Amouzgar
Rachael and her team have been helping me and my family for a while now. They are very quick in responding and answering my questions. They have saved us a lot of money and built a great and stress free portfolio and I am very grateful to have their experience behind my back 😊
View on GoogleKaren Sanchez
I would like to recommend Rachael and the team to anyone who needs professional and friendly expertise for their financial advice. Thank you for all the time and effort you spent to achieve our goals even in such a tight time frame we had. Thank you for your understanding and making us feel comfortable.
View on GoogleRalph Gibbs
I have dealt with Rachael Ooi since she joined the company and she has always gone out of her way to assist with any of our financial questions and has a good knowledge of her industry. If she is ever in doubt with any questions she will do her research and reply promptly. I believe Rachael and Your Wealth Consultants to be very professional.
View on GoogleDavid Ineson
I have been using the services of Your Wealth Consultants for approximately 15 years and received good advice for my business and SMSF. Over the recent years Rachael Ooi & her team have been extremely helpful with large and small matters looking after me superbly.
View on GoogleWendy Samuels
Whilst setting up and administering my SMSF I had several financial advisors offer advice which I found to be of little use and very disappointing. Upon retirement and having to make a decision on what to do with my secondary "work" superfund, (managed by Rachael and staff), I was very impressed with the professional and pro-active approach by Rachael and her staff, in not only providing options with how to handle the transition of my work super, but also partially restructuring my SMSF to provide further benefit to myself and partner. The effort and research provided is most helpful and much appreciated. Highly recommended.
View on GoogleDonna Ford
I found our meeting with YWC Kurt was really informative. He made us feel welcome, relaxed and it was easy to understand what options were best suited for me. I certainly will be using there services again.
View on GoogleDoug Kalman
We have been clients since Your Wealth commenced trading, and would recommend them to prospective clients, with absolute confidence. Clients can expect professional, confidential and well structured financial advice. The team is always willing to explain, in simple language, to help you navigate the financial and superannuation minefield.
View on GoogleMichael Scheltema
The team at Your Wealth Consultants guided us in a professional and caring way. They put our needs as top priority and we can now work together knowing our goals are attainable. We also feel secure knowing our families future is protected.
View on GoogleAdam Tyley
I have the pleasure of working with a number of professional financial advisers. However, there is something special about the team at YWC. They know their stuff, but more importantly they know and genuinely care about their people.
View on GoogleMike Gibbs
Well where do I start, started with Andrew McMaster ten or more years ago and Andrew and his merry band of workers and his daughter Stacey put my wife and I into our retirement mode and we have not had any problems at all. We are still in there caring hands of a very professional /polite always there to help so Thank You All from Your Wealth you know who you are, keep up the great work.
View on GoogleRob Brown
Rachael,Kurt and Stacey were extremely helpful in helping to plan for our retirement.They were all very friendly and knowledgeable about all aspects of superannuation and retirement.I feel very safe with them doing all my retirement planning and am confident I will have enough funds for the retirement I desire.
View on GoogleNeale Stott
Fantastic communication. Really helped with our decisions to invest in an investment property. Helped with knowing exactly what our small business was capable of financially Which opened the opportunity for Laraine and I to invest. Perfect.
View on GoogleMichael S
Rachael and the Team have been helping me with my financial goals for a long time and their approach, attitude, focus and assistance has been great!
View on GoogleLauren Gracey
Very professional with great advice and always happy to answer any questions or concerns. Always well presented and lovely helpful staff. Definitely recommend Rachael and the teams services
View on GoogleMalcolm Hickman
I have found Rachael and her team efficient, keen to help and advise and prompt in responding to my needs or enquiriers
View on GoogleCarmel Rackemann
We have been long term clients and acknowledge/appreciate the assistance provided. The team treats our money like it was their money !
View on GoogleExplore more stories
