Toro Wealth Financial Advice - Mermaid Beach, Queensland

Rebecca R.

We were looking for someone to help us with our retirement planning and came across Toro Wealth. Am so happy that we did.
Bobby was our advisor and he was extremely helpful. He explained the whole process and was so knowledgeable. We liked that the advice was tailored to our needs and not just a “one size fits all”.
Bobby was so professional, friendly and made us feel comfortable throughout the process. Would definitely recommend Bobby and Toro Wealth

Philip S.

We couldn’t recommend Toro Wealth highly enough. Having spent months researching alternatives to find the right retirement planning partner, we took the plunge and reached out to Toro. From start to finish, the experience far surpassed our expectations. Bobby took his time to really understand us and our retirement goals. He was thorough, professional and guided us through the process with an attention to detail and commitment that you rarely find these days. The ultimate plan that was expertly prepared and delivered, by Bobby, has not only resulted in a clear pathway to retirement, it has given us absolute confidence for our future. It was a very worthwhile investment. Thank you Bobby and Tiarna for helping us prepare for, and create a comfortable retirement. Craig and Phil.

Auscop

My wife and I went through the process of retirement planning with Justin a few months ago. Justin was a wealth of knowledge, easy to talk to and answered all our questions. We now have a defined plan as we get ready to move towards retirement in about 5 years. Was it possible for me to have achieved a similar outcome by myself without the expense of using Toro Wealth? Possibly, but not without a LOT of hours researching, and even then, I don't think it would be as refined as it was presented by Justin. Not to mention the reassurance I now have knowing that we CAN achieve our retirement goals in the time we have. Without going through the process with Toro Wealth I would have always had an anxious feeling, have I missed something, can we afford it. Toro Wealth remove this feeling. Thanks Justin and Chris.

winnie C.

Our Adviser Stephanie Spencer was warm, kind and empathetic yet professional all the way. The statement of advice in the end was what we were hoping to get. My husband and I do not have a lot but retirement planning will just help us go a little further ahead. The extra bits of information that Stephanie and Toro provided were really useful. In short, I’ll say Stephanie went the extra mile for us and very patiently worked with us. And for that we are very grateful. Hope many will benefit from using Toro Wealth for their retirement planning.

Darren M.

From our very first Zoom meeting, Justin from Toro Wealth has been absolutely fantastic. He immediately made me feel comfortable and has been incredibly patient, taking the time to answer every single one of my questions thoroughly. I have felt completely at ease and confident with the financial advice he has provided.

As an ex-military member, my situation involved DVA, and the team at Toro Wealth went above and beyond to navigate the extra complexities this entailed. What impressed me most was Justin's flexibility and dedication. I currently reside overseas, and despite the time difference, Justin was always more than accommodating, scheduling calls and meetings that worked for me. Whenever I was unsure about a concept, he would promptly set up a Zoom meeting to walk me through it and explain everything clearly.
I am more than happy with the service I have received from Justin and Toro Wealth. The peace of mind they have provided is invaluable. I wholeheartedly would recommend them to all my family and friends.

Suzanne G.

After researching potential financial advisors, I engaged Toro Wealth and Stephanie to guide me through the process of planning for a comfortable retirement. The whole process was very thorough, nothing overlooked and outcomes and options provided over a period of three months. The step by step instructions, 45 days of hand holding and guidance to put in place the recommended strategies made for an easy, affordable and efficient process. I love that you only pay a once off advice fee, no ongoing costs unless further advice or support is sought. I highly recommend Stephanie and Toro Wealth even with a small retirement fund, as there are simple strategies that will save more than the advice fee alone. Got to make every dollar count!

Craig M.

We were referred to Bobby from an associate in Mermaid Surf Life Saving Club.

From our initial consultation, onto collecting current financial assets and liabilities, through to strategy recommendations and finishing with a detailed Statement of Advice, Bobby was extremely knowledgeable in his field and his ability to engage with us during the whole process was exceptional.

We now have a detailed step by step financial strategy which we will use in conjunction with our Investment portfolio from Toro Wealth over the next 30 years giving us piece mind in our next chapter of life.

We cannot recommend Bobby highly enough with the way he conducted himself and how easy he made the process work for us.

Cheers Bobby
Craig & Deseurae 👌

Teresa L.

We started our financial advice journey tentatively and with some apprehension, but we were soon put at ease with the gentle way our advisor navigated us through the process. She ensured that our opinions and views were considered and that we had time to reflect before we moved forward with any decisions. We now have a flexible plan in place that will be the foundation of where to next for us. Thank you, Toro Wealth, for a smooth transition to what is now not so scary.