JKLM Wealth Group - Taree, New South Wales

christine P.

After retiring, I felt uncertain about my financial future. Thankfully, Kristin Main stepped in with her financial planning expertise. She crafted personalized financial plans that helped me reach my goals and manage my resources wisely.

Kristin also played a key role in strategising my retirement, ensuring I received the aged pension while still having access to my personal funds. Her insights on investment options allowed me to make well-informed decisions. Thank you, Kristin, for making my retirement worry-free! I look forward to your continued support.

Steven J.

For what we knew and said, Jason was able to provide adequate information for what we wanted to know though most of our questions tended to be for a solicitor but Jason was still able to give us much food for thought and insight into our queries for the next step.

Muchly appreciated time spent talking and will recommend the service!!

Josie

My family has been dealing remotely with Jason during a very stressful time. He has managed to put everything into perspective so well that we now have a clear & very manageable plan to move forward with. He’s gone above & beyond in his role as a financial advisor in that he’s offered suggestions of contacts to help us even more. If I could give Jason 10 stars, I would. He’s an approachable, honest person & a true asset to JKLM Wealth Group.

Andrew B.

Jason is great to work with. He listens and adapts to your own particular views or requirements.
Highly recommended.

Anita

Jason and Kristin work well together as a team. They helped me organise my retirement finances and explained everything in a clear and concise manner. Love the new 'old' office too and Kristin's decorating!

Susan M.

Jason has done an excellent job arranging my mother’s finances as she sold her house and moved into an aged care facility. We met Jason while visiting to help my mother move. Close family lives overseas, so it is a relief to have a financial advisor who we trust and who works for my mother’s best interests. Jason has kept in touch with us by email, with open and transparent communication, and in speaking with my mother, she is very grateful for his help. He has been so kind to her… he even took her shopping for a mini fridge that she wanted and helped her set it up in her room. That is above and beyond! I would highly recommend Jason.

Sharyn F.

Jason helped my parents sort out their Superannuation and gave advice on the best options moving forward. Jason explained everything in way that was easy to understand. Professional and knowledgeable, as well as being friendly and empathetic. Superannuation is a topic not many really understand, Jason’s assistance and advice has been invaluable. Highly recommended!!

jennifer P.

Kristin Main has been a great help and support in our journey of retirement. We now live in Queensland but she is only a call away and prepared to help with our financial needs. Great job Kristin. Dennis Parker