Bill is a well-known and respected personality among the academic and professional staff at Murdoch University having advised on salary sacrificing for many years. As I approached retirement in 2010, I had no hesitation engaging williamgrant as my financial planners. Their authentic approach to financial planning gave me the confidence to entrust williamgrant with the ongoing management of my superannuation and share portfolio. I continue to recommend Bill and williamgrant to friends and colleagues who have also gone on to become satisfied clients.
williamgrant Financial Consultants are a small business providing professional and personalised financial services. We have found all staff to be friendly and interested in our wellbeing. All advice is personalised to our requirements. All our requests are acted on promptly and efficiently.
We would recommend their services to anyone looking for superannuation and retirement financial services.
We’ve been clients of williamgrant Financial Consultants for many years. We really appreciate the straight forward way things are explained to us and trust that the advice and guidance we are given is in our best interests. We’ve been able to retire and live the life we want to without having to worry about money. We are happy to refer our friends for help and advice.
David Jarrott has been our financial adviser for many years. We appreciate the guidance and advice he gives us which means that we don’t have to worry about financial future. We can retire with the peace of mind that we will be able to enjoy our retirement.
Arthur and I have been very happy with the advice and management of our superannuation by David Jarrott. He explains the complexities of stock and share values, and the impact of the fluctuations of the dollar with great clarity. He does not make unrealistic projections. We appreciate the detailed updates at regular meetings and the prompt follow up of actions requested at those meetings. The reasons for his recommendations are clear, but he still leaves us feeling in control of our superannuation
About 20 years ago I searched the finance industry for a Chartered Accountant who could provide me with advice on the development and ongoing maintenance of my superannuation portfolio. It was then that I discovered Bill Jarrott and his Financial Advisory Service. Bill’s business has since morphed into williamgrant Financial Consultants, now managed by Bill’s son David. My wife and I have complete trust in the way in which our portfolios are managed and appreciate the “two heads” approach currently in place. This means that if either David or his colleague Damian are absent the other can effectively manage our business. Particularly impressive was their feel for the market place during the recent international financial crisis. This resulted in an increase of our portfolios’ cash component with a favourable outcome for our superannuation.
Following our consultation with you of the other day I wanted to let you know how relaxed my wife and I have been with your & your teams management of our superannuation portfolios.
Your competent presentation of investment options available gave us confidence in your ability to manage our affairs, whilst allowing us the input we needed without us feeling pushed into selections that we may not have been comfortable with.
Your courteous manner and general interest in our wellbeing was also appreciated. We would happily recommend you and your team to our friends.
I am pleased to confirm my association with Bill and David Jarrott as my Financial Advisors since mid 2004 and Bill Jarrott in the capacity of our Real Estate Company Tax and Management Reporting Accountant from 1985 to 1992.
At all times I am pleased to confirm that they have provided a high level of honest and reliable advice and that their financial opinions have been of the highest order and valued by me.
I have no hesitation in recommending their services to potential clients.