Having worked as a journalist for more than 40 years one of the skills you develop and acquire along the way is trusting your instincts and your judgement.
From the first meeting I had with Jonathan I felt comfortable that he was genuinely interested in providing me with a strong and healthy financial future.
My confidence in him achieving that important goal for me has grown with every subsequent meeting.
Having had several previous financial advisers, it was a pleasant change to meet one who actually took the time to not only listen to what I wanted to achieve in my retirement years but who also offered me a number of options to reach my goal.
Jonathan knows his business.
He is constantly updating his knowledge of financial markets, trends and strategies.
But more importantly he takes the time needed to make you feel comfortable about your investment decisions.
Jonathan takes pride in his work and in giving his clients that personal touch.
There is no pressure when you are discussing some of the most important financial choices which can and will make your formative years so much easier, and enjoyable.
Jonathan’s knowledge is extensive.
His desire to be the best he can be shines through which is why he recently took the plunge and branched out, launching his own company “Dynamic Wealth” of which he is Director and Senior Financial advisor.
The choice of the title “Dynamic” in some ways sums up Jonathan’s work and business ethic.
Jonathan has a passion for what he does, an admirable drive that gives you a feeling of security and a reassurance.
Simply, he cares about the people who place their trust in him.
Another quality I also like about Jonathan is he also goes the extra yard.
He regularly updates you on the progress of your portfolio, easing your concerns whenever the media go into “doom and gloom” mode.
My dealings with Jonathan have grown into a personal friendship because he treats his clients as more than just names on folders
Wayne “Ticker” Heming
E email@example.comBrisbane Office Level 3, 349 Coronation Dr Milton QLD 4064 PO Box 1843 Milton QLD 4064 P 07 3842 3159 F 07 3371 7300 Adelaide Office 283-287 Sir Donald Bradman Dr, Brooklyn Park SA 5032 P 08 8238 3479 F 08 8238 3400
Disclosure Statement: Dynamic Private Wealth Pty Ltd (ABN 40 606 944 307) is a Corporate Authorised Representative (CAR), of Sentry Financial Services Pty Ltd (ABN 30 113 531 034) AFSL number 286786.
GENERAL ADVICE WARNING The information in this communication is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute financial advice or any other advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner.
© Copyright 2015. Dynamic Private Wealth Pty Ltd. All Rights Reserved. Website by SHMarketing & Design.