Financial Advisory Client Testimonials

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A very big thank you to Dean and your team. Very professional and gave me what I wanted when everyone said they could not. Strategy Dean applied to achieve what I was after was exceptional am glad I contacted you guys, now I am living my dream.

- Ravi, VIC

Paul Thomson has been very accommodating to the questions and queries that we have had during the finalising of our Property Portfolio Plan and this has helped us make informed financial decisions now inn order to assess the impact that these decisions will have on our financial future, which has put our mind at ease knowing that we have plan in place.

- Anton, NSW

I am an expat living in London and was trapped by analysis paralysis before I discovered Empower Wealth. The service offered by this business is exceptional and they can fully support you all the way from developing a Property Portfolio Plan, structuring and obtaining finance, searching for and sourcing the right property, walking you through the purchase process and helping you choose a great property manager. All of this was done remotely from London and I now own a great property in Australia. I strongly recommend that you use Empower Wealth for any or all of their service offerings as they are brilliant people and experts in their field. Engaging them will certainly pay dividends in the future and I want to extend a big THANK YOU to the entire team!!

- Mark, London

Thomas, Dave — and the whole Empower Wealth team are indeed a rare breed in knowledge service. From the moment you walk in, to the follow ups through to finalisation, there is no doubt they have your your best ‘interest’ (pardon the pun) at heart! Could not recommend them enough.

- Charles, VIC

Our experience with Empower Wealth was incredibly informative. Although the wealth planning process is based on number crunching and spreadsheets, it was easily digestible for the average person, actually making it an enjoyable experience.
Alana and I couldn’t be happier with our “Property Portfolio Plan” and the clarity it has given us around our financial future.

- Daniel, VIC

I was first introduced to Ben and Bryce through their ‘Making Money Simple Again’, an easy to follow guide on how to manage your everyday money. I was seeking new strategies on where to direct our income and control our expenses, as well as the best way to redirect our money for wealth building.

I followed their steps, which took a couple of months of reorganising our finances and changing our behaviours, but I could definitely see improvements within months. It would have been earlier, if I had chosen the New Year to commence, instead of prior to Xmas, due to the increase of spending during this time.

It was through this book, I was guided to set up the Money Smarts online portal, instead of reporting from our cloud bookkeeping program Reckon. Being such a visual person, I found Money Smarts so much easier to keep up to date and to see the tracking of our money.

Moving on from there, I was then introduced in the book to their podcast, ‘The Property Couch’. Although my husband and I had bought, built and sold property in the past, we had some financial mismanagement in conjunction with having a young family and single income, so we decided to start fresh by focusing on just having an owner-occupied property and shares.

There was gold in every episode, and still is! I had some binge listening to attend to, as Ben & Bryce had already recorded 185 episodes at that stage, and although we had been on a journey of our own with property, I was like a sponge and was eager to learn from our mistakes.

Seeing the benefits of their daily money management strategies and gaining confidence by listening to their podcasts, I felt it was super important to develop a financial plan to carry us through to our retirement years. I then decided to engage their team to help us out on the best strategy for us in moving forward.

We were introduced to Joel Burton via Zoom and after several weeks of getting to know us, understanding our financial background, our risk profiles and our goals, Joel has now completed our Property Portfolio Plan. We weren’t rushed into making any decisions and Joel was very patient as well as directive when asked.

I’m excited but also relieved….to having new financial ventures to look forward to, but also a road map on how we are going to get there. We may be the captain of our ship, but knowing we have Empower Wealth and in particular Joel as our rudder, provides us the guidelines for stability and security.

Thanks Team!

- Evan & Gabby, QLD

Great communication and advice by the advisor and the team to reach our goals in financial freedom in retirement.

- Mark, NSW

All aspects of the lending were handled very well.

- Paul, VIC

Tyson & I came to Empower Wealth because we wanted some help with planning for our financial future. We both have good jobs and a few investment properties between us so far but we wanted to make sure that we were making the most of our current financial situation to secure our future wealth. Rachel was a pleasure to deal with throughout the whole process. She listened to our needs and tailored a Property Portfolio Plan that allows us to still do what we enjoy in the present day but be confident in our financial situation at retirement. She answered my (many) emails with (many) questions promptly and had a very flexible schedule so we could have meetings in the evening after work. We could not recommend her or the whole team at Empower Wealth enough. We are now in the process of purchasing our 5th property and are really excited about our future 🙂

- Bonney, NSW

Thank you so much Brendan for being flexible with our meetings and answering all the numerous questions we had with regards to our first investment property. It was greatly appreciated.

- John-Paul, QLD

David was great in helping us set up our Property Portfolio Plan and really helped get us on the right track for a realistic goal in terms of our next property purchase and future property investments.

- Ben, WA

Overall great experience, I really valued being able to work with one team from property planning through to purchase.

- Lachlan, QLD

I had a fantastic experience with Jake and the team at Empower Wealth Buyers Agent. The communication was top notch at every stage of the process. Everything I needed to know was well explained and the property selection process went smoothly, even though I live interstate. As someone who is time poor, Jake and the team led me through each process including shortlisting, property selection, putting in a bid for the property, pest and building inspection and introduced me to a very competent conveyancer and a property manager. I have a quality long term tenant who signed on in just a week after settlement, who is paying a rent above my expectations. I am very satisfied. I highly recommend the Empower Wealth Buyers Agents as they have provided me with a top quality service.

- Andrew, TAS

Very professional company. It was great to work with Paul we got great value from each meeting and the wealth of Knowledge Paul was sharing with us, as well as thoroughly going through our plan and answering any questions we had we put forward to Paul.

- Robert, WA

Our experience with a Buyers Agent was fantastic. We learnt a lot and had a wonderful outcome in the end, which is exactly what we were after. We would definitely recommend using Empower Wealth Buyers Agents to others and have even already started! Thanks again Jake and Team.

- Millie & Aaron, NT

Stuart was great — very knowledgeable and thorough in going through plan inputs and different scenarios. The most useful part of the process was being held accountable with going through the whole end-to-end planning process and inputting accurate numbers — I’ve played around with doing something similar myself as I know I can technically build this type of model, but I always get derailed by work/kids/other things. Good to actually see the process through to an outcome, and it was reassuring to know we are actually tracking ok, and will be able to afford to hit some of our main goals in a reasonably short time frame.

- Anna, NSW

My experience with Empower Wealth was amazing. Over a few short sessions my life is now planned out year by year; I no longer have any concerns about the future, and can live my life carefree through to retirement. I try so hard to explain to friends the process we have been through but I just can not do it justice. I have already posted my Make Money Simple Again book to a friend to read, I love the podcasts and send episodes to friends who are auction hunting etc. it has literally transformed my life. I tell anyone who will listen! Stuart and Elvin have taught us so much and we are extremely grateful for this experience.

- Keren, NSW

Bryce and I came to Empower Wealth to get some guidance, direction and advice in planning for our future. We are a couple with 3, soon to be 4, young children in jobs that are considered to be high risk so it was important for us to feel like we were doing something to help guide us in a good outcome for our family and financial future. We are so glad that we came across Empower Wealth, through their help and guidance we are geared up to purchase our first investment property and feel completely confident in what we are doing. Also, the Money SMARTS System has streamlined our finances and provided a quick money management system that saves time and huge amounts of stress.

- Melissa, QLD

We feel like we had so much time with David as he ensured we were comfortable with the different scenarios and fully understood each of them. He encouraged us to view at our finances differently. He explained the plan carefully and in a way that was interesting and easy to comprehend. Thanks David.

- May, VIC

In a few words we are immensely grateful to and blown away by Empower Wealth. The best investment we have made thus far. Being on one modest income (less than $100k) in Tasmania I thought investing, especially retiring on $2k a week, would be out of reach for us. David has put together a plan which will see us achieve this goal (as long as we stick to it of course!). It has honestly changed our lives & not only that — the knowledge we have gained will be passed onto our kids & change generations to come. We couldn’t be more grateful!

- Renae, TAS