Jigsaw Private Wealth - Essendon, Victoria

Jigsaw Private Wealth is a reputable financial consulting firm located at 7 Glass St, Essendon VIC 3040, Australia. They can be reached via phone at 393516521 and through their website at jigsawpw.com.au. This company specializes in providing financial consultancy services.

Key Features

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended.

Customer Feedback

With a 5/5 average rating on Google My Business, Jigsaw Private Wealth has received 12 reviews. Many customers have praised the company for its personalized approach and expertise in financial planning. For example, one customer noted:

After researching a few Retirement Planners in the area, I settled on Jigsaw Private Wealth. Greg took the time to listen to what I wanted to achieve with my retirement and then provided some really good options to me on how to prepare for it. He then was able to assist me in putting my plan in place. I am now looking forward to retiring, knowing I have some certainty around my income going forward. Highly recommend.

Jigsaw Private Wealth's dedication to customer satisfaction and their expertise in financial consulting make them a top choice for those seeking a reliable financial partner.

👍 Reviews of Jigsaw Private Wealth

Rufus

5/5

After researching a few Retirement Planners in the area. I settled on Jigsaw Private Wealth. Greg took the time to listen to what I wanted to achieve with my retirement and then provided some really good options to me on how to prepare for it. He then was able to assist me in putting my plan in place. I am now looking foward to retiring knowing I have some certainty around my income going forward. Highly recommend

Jocelyn G.

5/5

Franco Theuma has been my financial adviser for nearly 15 years. He has always been very supportive, takes time to explain superannuation and my plan in layman’s terms so that I understand what he is suggesting for my portfolio, investing and my plan. I have praised him many times to my friends. I feel very reassured that he looks after my best interests. I have done and would recommend him to look after your finances.

David C.

5/5

I have dealt with the partners of Jigsaw Private Wealth over a long period of time and now Adrian has taken over looking after me.
After our first couple of meetings I am feeling very confident that the package that he has arranged for me will definitely meet my future goals and lead me to a happy retirement.

ROBERT H.

5/5

Greg is always easy to talk to and helpful even when I give him computer and phone problems I encounter. I am at ease with him when talking regarding my financial issues I may have. He has a wide range of knowledge and professional in the money investment procedures. He is professional in the recommendation of suitable suggested investments.

Sharene T.

5/5

I had my first appointment with Greg today. I didn’t expect much but ended up being awestruck with how genuine and caring he actually was. It was my first time consulting with someone for retirement planning and Greg provided great advice and left me feeling completely at ease.
Such a delightful guy.

Toula A.

5/5

We have always found the staff at Jigwaw Private Wealth to be professional, courteous and very understanding. We have had the pleasure to deal with Greg and he always takes the time to explain, in detail, the minefield of superannuation products we have invested in.
We have highly recommended Jigsaw Private Wealth to a few of our friends and family.

Mervat M.

5/5

I have been with Jigsaw for a few months now and find the staff there very friendly. Adrian has been a great help in organising my and my husbands finances. He is very honest and always explains everything with great detail and makes sure I leave our appointments happy.

Georgina P.

5/5

I strongly recommend Jigsaw Private Wealth for your Financial Planning needs! Adrian and team are extremely professional and experienced in this field! Thank you for your ongoing support!