Read firsthand experiences from our clients who have benefited from our financial guidance. Their stories reflect the trust and success they’ve gained through partnering with Value Wealth.
I just wanted to record this video just to express how grateful I am for Josh and the team at Value Wealth. They've been amazing in helping me with my super, helping me with retirement, my savings, and getting the best growth. They've been really good also with insurance, it's been really helpful.They're just really good at what they do and really helped me with tax and yeah, really reducing my tax, which was awesome. I've been referring them to many friends and family who also have had some really good outcomes. So yeah, thanks Josh and the team. You guys have been awesome.
I’m so glad that I’ve met someone as professional and concise in his delivery of information. I felt that I was really listened to. He then took that and set a plan which looks great and shows real promise. Very happy to have met him
We have had Joshua as our financial advisor for some time now. We are extremely happy with the financial guidance and goal setting he has provided us. We would recommend Josh to anyone as we feel his knowledge and the professionalism, he has displayed has made us feel comfortable and confident with any financial strategies and decisions he has provided us.
Josh was recommended to us by other friends, and I am delighted by his 'plain English' explanations and personal attention to my accounts. With the constant movement in the market and the rules governing super it gives me a great deal of comfort knowing he is constantly involved in my accounts and can respond quickly to market or industry changes.
Very knowledgeable with great advice has saved me a lot of money would recommend to anyone.
Josh is very easy to talk too and explains everything so you can understand it. When contacting Josh, he always gets back to you straight away if he is not available.
First time I searched for a Financial planner, waited till a year before I connected with Joshua Stewart. My concerns for my future were dealt with in a caring, professional manner. His knowledge of the industry was of extreme value and the advice given met my criteria to prepare for my retirement. I have no hesitation when recommending Joshua Stewart to new clients.
Joshua has given us advice in areas including loan products, super funds, budgeting, Wills, life insurance and investing in shares. Joshua is detailed in his explanations and is always willing to answer questions. Through Joshua's knowledge and experience, I feel very confident that the advice given was right for our needs. We would recommend Joshua to friends and family and appreciate his full care and attention when needed. Joshua has enabled us to feel confident about our financial future.
