RI's Knowledge centre
Keeping up to date is important, so here's the news.
Keeping up to date is important, so here's the news.
As you would probably realise my wife and I find money discussions quite stressful. Both of us found yesterday and our last discussion not only extremely helpful but comfortable and definitely built trust and confidence. We are very happy with the professionalism and service.
Peter Cox
Bountiful wealth has been looking after our pension fund for a number of years now. They provide an efficient and personal service which cannot be faulted, including home visits on a regular basis to keep us up to date with what is going on. We are confident that the advice Michael gives us is the best available.
Mike and Irene
I have been a client of Michael Kerr and Bountiful Wealth for over 4 years. During this time, Michael along with his very capable staff, have provided me with excellent information and service. Efficient and user-friendly details of my investments have enabled me to understand to the best of my ability and agree to the best outcomes in the marketplace. Friendly persons in the Office always answer my queries or get back to me. I would have no hesitation in recommending Michael Kerr of Bountiful Wealth as your Financial Advisor.
Denise Thorley
Bountiful Wealth was brilliant, Michael Kerr and the team sorted out my investments, insurance and fixed up my super and has built a plan for our retirement and our children. Has been a pleasure to have them manage our financial future.
Jared Ardern
Michael and the team at Bountiful Wealth have allowed my wife and myself to achieve financial security heading into retirement in a few years I’d strongly recommend their professional wealth building strategies to anyone one wanting to plan for a better lifestyle and security in later life, don’t wait start now your creation with them.
Terry Whalley
I have known Michael for a couple of decades and have found the team at Bountiful Wealth, knowledgeable, approachable, and great value for money.
Let's face it, you get what you pay for, and NO ONE can afford to get their choice of Financial Advisor wrong.
Mark White
I have been with my financial advisers since arriving in Australia in 2003 and had long and fruitful relationships with the 3 financial managers that I have had. Michael and his team are friendly, methodical, and efficient. The advice that is offered is tailored to your specific needs. In my time I have had to transfer multiple overseas pension funds to Australia, manage the sale and reinvestment of rental properties and transfer to retirement for both my wife and I due to ill health. The majority of this has happened in the last 4 years or so with Michael guiding us along the way. If you want someone with YOUR wealth as their main concern, I recommend Bountiful Wealth.
Russ Noonan
Mark has always contacted me personally whenever it is required or as a check-up. This is usually done over the phone with a follow up message by email. When I have contacted the office with a query he has always called back with the advice for the problem. When going over the information in his office, the information was well presented on the large screen in front of us. This made it easy to see what was being discussed and how it impacts on me. So far this has been very helpful in all aspects of the portfolio/superannuation. Mark is always very polite and calm when dealing with me.
Steve
With the help of a large screen, Mark made it easier for us to understand how he was going to make our investment grow.
Tony & Bev
I have Mark Smith from Bountiful Wealth as my financial advisor, and I am extremely satisfied with the services that Mark and the team provide. I would recommend Bountiful Wealth.
Narelle
Have found Mark most helpful and professional in managing my finances over the years.
Rodney
Excellent advice and great people. Everyone is so good to deal with. We would thoroughly recommend them to anyone.
Michael Granshaw
Meredith is both professional and personable making the conversations regarding finances interesting, helpful, informative and relevant. Our questions were responded to respectfully and clearly and in a timely manner.
Angela Brook
Bountiful Wealth have been amazing to deal with.
We have the utmost trust, respect and confidence in Rohit Maheshawari, Senior Financial Planner. From the initial meeting, we were listened to and our concerns were addressed.
Rohit displays empathy and extensive knowledge to ensure we are informed of impactful decisions and consequences.
Janelle Chapman
Michael has performed very well for well over a decade for our family financial affairs. We have full trust in the professional services of the Bountiful Wealth team. Highly recommend.
Adina D'Alessandro
Honestly just really happy I found Bountiful Wealth. Faze and Stephanie have been so helpful and easy to deal with from the start. They actually take the time to listen and explain things properly without making you feel like you don't know what you're talking about.
The whole team is super attentive and always quick to get back to you when you have questions. They've helped me get on top of my finances in a way I didn't really think was possible and I feel way more confident about where things are heading now.
It's rare to find people in this industry who genuinely seem to care about your situation rather than just going through the motions. Really grateful for everything they've done. Would recommend to anyone looking to get their financial life sorted!
Steve
This site is designed for Australian residents only. Nothing on this website is an offer or a solicitation of an offer to acquire any products or services, by any person or entity outside of Australia.
The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.
Bountiful Wealth is a Corporate Authorised Representative of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429 an Australian Financial Services Licensee.
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