Testimonials

For past 13 years our finances and superannuation have been successfully managed and guided through the many “ups and downs”, including the maze of confusing changes and huge challenges in the financial world. Firstly, by Bill and now David Jarrott, ably assisted by Melanie, Christine and staff.

We really value the comfort of being clients of this small, professional, caring and community minded business, who not only provide us with valuable financial advice but also keep us up to date with other pertinent issues which we may be concerned about both in the financial sense and the wider community which may affect us one way or another, We know we can call on David or any staff member at any time rather than losing sleep over it.

We are always welcomed warmly, and value being made to feel like part of their own extended family and appreciate being remembered on birthdays and Christmas.

We would never hesitate to recommend the services of williamgrant Financial Consultants.

Bill Jarrott and his team have been helping us manage our financial affairs for the last 25 years, including during their time as williamgrant Financial Consultants. They have provided a friendly, reliable and professional service throughout and we especially appreciate their investment approach, which is proactive, considered and forward thinking without taking undue risks.

We have been totally satisfied with the long term results and the way they have helped us maintain our portfolio even during market downturns and financial crises. They also keep us up to date with market trends and forecasts through newsletters and free seminars by investment professionals.

We highly recommend williamgrant Financial Consultants to anyone for quality financial advice.

David Jarrott has been managing my investment and superannuation funds for more years than I care to remember, I have found David to be straight forward, open and honest with me at all times. As I travel overseas for employment and do not have the time to personally concentrate on my investments/super funds I have placed my trust in David to always do the right thing for me, which he has, and kept me regularly informed and up to date with everything that is going on not only with my investments but how they will be affected by issues in this uncompromising world.

David is the reason I can now retire comfortably, should decide to do so, and as such, I will always recommend David to family and friends as his guidance over the years has given me peace of mind knowing my investments are in his capable and trustworthy hands.

I would just like add that everyone in the williamgrant office is extremely pleasant and helpful when I have to go in for my usual updates with David.

We have known and dealt with firstly Bill, and later David Jarrott for well over 35 years. During this time, I have always found them to be honest, trustworthy and reliable in all business matters and their staff are well trained and always polite and helpful.

The advice and guidance received has been of the highest standard. Always unbiased and providing the sound information required to make balanced decisions and consistent with a portfolio construction necessary to meet the needs of self-funded retirees, which has helped us achieve financial independence.

Their advice and approach to our specific needs has always been sound. Plans are changed/updated within days of approval, with any additional recommendations made whenever the market dictates. Any changes in circumstances are quickly recognised and adjustments made, and at no time have we ever felt pressured into taking a particular course of action.

One of the most important aspects is accessibility. We have never had occasion when they haven’t responded in a timely manner to a query no matter how basic the question. We have no hesitation in recommending williamgrant to friends and family.”

We highly recommend williamgrant Financial Consultants for their extremely friendly and insightful financial advice and on all occasions, we have been welcomed to discuss any queries with regard to our investment portfolio. williamgrant have always been mindful or our interests and as we are conservative investors, which has always been taken into account with a good outcome. Our appreciation goes to David, Bill, Grant, Melanie and Christine for all their help over the past 20 years, it has been most appreciated.

We have been dealing with David Jarrott and his associates at williamgrant for the past 6 years. During this time we have received very sound and conservative advice from highly qualified professionals. Their philosophy is to preserve your capital and at the same time maximise your return which they have achieved for us. Dealing with a small family business gives you excellent access and personalised service which we appreciate. We highly recommend williamgrant.