Mani and Ray - Assert Wealth clients

After our discussion and working with myself and my wife, you helped us secure a far stronger financial position for my family.

 

Your team helped us increase our Property Assets by 34.1% and our income increased (net) by 4.61% which does not take into acoount further benefits of negative gearing.

 

In summary, with our financial position we used our current repayments to secure an investment property. It is that simple.  We never have thought to expand our portfolio and were simply too busy to even learn what other opportunities were out there.  You and your associates are professional, informative and non-judgmental.

 

Thank you again for making the phone call and seeing if you can improve our financial position."

Mani and Ray

"I first stumbled across Assert Wealth when I began researching how to best invest my relatively small savings to maximise my financial growth. Keen for some direction, I sent an enquiry email which was responded to very promptly by Lloyd to set up an introductory phone call. I was pleasantly surprised to hear that there were no fees or obligations and felt assured that my best interests were the top priority. This was reinforced upon meeting both Lloyd and Judy, who exuded the confidence and experience that made me feel safe.

 

Above all, the team at Assert Wealth care about you as an individual, going above and beyond to meet your needs. I couldn't recommend them higher "

We are now onto investment number 2, and looking forward to having Lloyd and Judy continue to assist us using their market experience, as well as having all the back end experience in setting up all types of investment loan options. Thank you both!"

Abe and Annie

"We have known Lloyd Davis-Slade as the Managing Director of Assert Wealth for near on three years.

Andrew and Nadia - Assert Wealth clients

In that time we have observed that it is rare to meet someone as organised and calm as Lloyd Davis-Slade. He always knew exactly what our client file consisted of and our future needs, and where we need to be in our retirement. Nothing seemed to faze him, no matter how demanding and time constrained we were as clients. He was a sea of calm amongst the chaos, tackling each task with a smile and most importantly kept us informed throughout every step of the processes.

 

I particularly remember the first meeting we had where Lloyd Davis-Slade made himself available, outside of normal business hours to initially take us through setting up our future Self-Managed Superannuation Fund. At that meeting, Lloyd made us feel comfortable and had an outstanding demeanour and was definitely more than approachable, professional and possessed knowledge beyond expectation. Together with his team of Professional Masters, Judy Martin (Property) and John Piras (Finance) we have the utmost confidence that our future finances are being managed exceptionally well and providing us the peace of mind needed in a fragile economic environment."

Andrew and Nadia

Daniel

"We are a gay couple and met Judy a year and a half ago when she helped us to buy our first investment property in Queensland.

Darren and Marcel - Assert Wealth clients

Now Judy as part of ASSERT WEALTH contacted us to see how things were going with our property and came for a visit with Lloyd.

 

Judy and Lloyd listened to our concerns and struggles and connected us with new financial planners and a new property manager which are making things really smooth for us. NO MORE STRESS!

 

Lloyd was very clear when explained us about the benefits and options of investing in new properties, that is why when were ready we will go for it with ASSERT WEALTH. We trust Judy and Lloyd."

"We would like to thank you for getting us back on track! We started this process some time ago however for one reason or another the wheels fell off and the property investment stalled, your helpful team have picked the ball back up, passed it on and kept it running towards the goal line. My wife and I couldn't be happier with how your team have helped get our investment plan back on track! No question has been too difficult or too small. All aspects of purchasing have been looked after without anything being missed.

 

Thanks again and all things going well we will be using your team again in the new year."

Ryan and Jane

Darren and Marcel

"The team at Assert Wealth has been amazing.  They gave great direction on our next steps in managing and assuring our future.

Wendy and Fernando - Assert Wealth clients

 When we were getting off track, they got us right back on and moving forward. 

The team are incredibly supportive and listen to your needs whilst opening your mind to new possibilities. 

I would recommend Assert Wealth for all your financial enquiries."

"Both myself and my husband would like to thank you so much for the assistance you have given us in acquiring our investment property. You have presented the information so well, very encouraging that we were able to come-up with the right decision to invest. You have great customer skills, people-oriented, approachable, kind, helpful and you have a happy disposition.  

 

We are very glad and satisfied not only with the service but the rapport that has been established along the way.  Trust that you will be highly recommended."

Cristy

Wendy and Fernando

"It is with great pleasure that I was able to meet you because I was able to learn how it is important to plan for my future financial goals. That includes the plan to create wealth when I retire. I then realize that this wealth will be for the future of my children. With the current assets I have, you have imparted to me how to be debt free when I retire. I was able to learn a financial strategy through acquiring an investment property and at the same time pay off my current mortgage fast. I am very thankful to you and the rest of the team. I will recommend them to my friends."

Nalaka

Clarissa

Testimonials

"I would like to simply say thank you to Assert Wealth. 

 

Thank you for making the call and discussing our finances and investment opportunities.

Mani and Ray - Assert Wealth clients

After our discussion and working with myself and my wife, you helped us secure a far stronger financial position for my family.

 

Your team helped us increase our Property Assets by 34.1% and our income increased (net) by 4.61% which does not take into account further benefits of negative gearing.

 

In summary, with our financial position we used our current repayments to secure an investment property. It is that simple.  We never have thought to expand our portfolio and were simply too busy to even learn what other opportunities were out there.  You and your associates are professional, informative and non-judgmental.

 

Thank you again for making the phone call and seeing if you can improve our financial position."

Mani and Ray

"I first stumbled across Assert Wealth when I began researching how to best invest my relatively small savings to maximise my financial growth. Keen for some direction, I sent an enquiry email which was responded to very promptly by Lloyd to set up an introductory phone call. I was pleasantly surprised to hear that there were no fees or obligations and felt assured that my best interests were the top priority. This was reinforced upon meeting both Lloyd and Judy, who exuded the confidence and experience that made me feel safe.

 

Above all, the team at Assert Wealth care about you as an individual, going above and beyond to meet your needs. I couldn't recommend them higher "

"I can personally vouch for the dedication and commitment of both Lloyd and Judy who have sound knowledge in getting investment portfolios started.

Abe and Annie - Assert Wealth clients

We are now onto investment number 2, and looking forward to having Lloyd and Judy continue to assist us using their market experience, as well as having all the back end experience in setting up all types of investment loan options. Thank you both!"

Abe and Annie

"We have known Lloyd Davis-Slade as the Managing Director of Assert Wealth for near on three years.

Andrew and Nadia - Assert Wealth clients

In that time we have observed that it is rare to meet someone as organised and calm as Lloyd Davis-Slade. He always knew exactly what our client file consisted of and our future needs, and where we need to be in our retirement. Nothing seemed to faze him, no matter how demanding and time constrained we were as clients. He was a sea of calm amongst the chaos, tackling each task with a smile and most importantly kept us informed throughout every step of the processes.

 

I particularly remember the first meeting we had where Lloyd Davis-Slade made himself available, outside of normal business hours to initially take us through setting up our future Self-Managed Superannuation Fund. At that meeting, Lloyd made us feel comfortable and had an outstanding demeanour and was definitely more than approachable, professional and possessed knowledge beyond expectation. Together with his team of Professional Masters, Judy Martin (Property) and John Piras (Finance) we have the utmost confidence that our future finances are being managed exceptionally well and providing us the peace of mind needed in a fragile economic environment."

Andrew and Nadia

Daniel

"We are a gay couple and met Judy a year and a half ago when she helped us to buy our first investment property in Queensland.

Darren and Marcel - Assert Wealth clients

Now Judy as part of ASSERT WEALTH contacted us to see how things were going with our property and came for a visit with Lloyd.

 

Judy and Lloyd listened to our concerns and struggles and connected us with new financial planners and a new property manager which are making things really smooth for us. NO MORE STRESS!

 

Lloyd was very clear when explained us about the benefits and options of investing in new properties, that is why when were ready we will go for it with ASSERT WEALTH. We trust Judy and Lloyd."

"We would like to thank you for getting us back on track! We started this process some time ago however for one reason or another the wheels fell off and the property investment stalled, your helpful team have picked the ball back up, passed it on and kept it running towards the goal line. My wife and I couldn't be happier with how your team have helped get our investment plan back on track! No question has been too difficult or too small. All aspects of purchasing have been looked after without anything being missed.

 

Thanks again and all things going well we will be using your team again in the new year."

Ryan and Jane

Darren and Marcel

"The team at Assert Wealth has been amazing.  They gave great direction on our next steps in managing and assuring our future.

Wendy and Fernando - Assert Wealth clients

 When we were getting off track, they got us right back on and moving forward. 

The team are incredibly supportive and listen to your needs whilst opening your mind to new possibilities. 

I would recommend Assert Wealth for all your financial enquiries."

"Both myself and my husband would like to thank you so much for the assistance you have given us in acquiring our investment property. You have presented the information so well, very encouraging that we were able to come-up with the right decision to invest. You have great customer skills, people-oriented, approachable, kind, helpful and you have a happy disposition.  

 

We are very glad and satisfied not only with the service but the rapport that has been established along the way.  Trust that you will be highly recommended."

Cristy

Wendy and Fernando

"It is with great pleasure that I was able to meet you because I was able to learn how it is important to plan for my future financial goals. That includes the plan to create wealth when I retire. I then realize that this wealth will be for the future of my children. With the current assets I have, you have imparted to me how to be debt free when I retire. I was able to learn a financial strategy through acquiring an investment property and at the same time pay off my current mortgage fast. I am very thankful to you and the rest of the team. I will recommend them to my friends."

Clarissa

"Thanks for your excellent effort and directing me to the right people having listened to my specific needs. We are in the process of securing an investment property.  I would highly recommend you"

Nalaka

"When it comes to make decisions, we humans aren't always independent thinkers.

 

One night I was browsing and come across this company called Assert Wealth.

Roya%20and%20Mahmoud%20Faridi_edited.png

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, and 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."

Roya and Mathew