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Roya & Mathew

"One night I was browsing and come across this company called Assert Wealth. I am so happy that night I acted independently trusted my instinct, and without any referral I called Lloyd.

He came over our place and spent few hours to answer all our questions. There was no pressure or time limit for decisions. Eventually we met his team and they all helped us to set up a self-managed super fund.

We didn't trust big companies with a lot of charges on the side, and we are very pleased with our decision to go with Assert Wealth instead.

Before too long, we bought an investment property with our super fund. If you just read about SMSFs without getting advice, you will never do it, as we had no idea what to do, but the Assert Wealth team did everything for us. They provided a great service from beginning to end.

They are still supporting us even after our purchase is finalised.

There are no words to express our huge gratitude to Lloyd, Judy and John and all the team.

Thanks for being so approachable, and professional.

We are looking forward to doing more business with you."