Precision Wealth Management - North Lakes, Queensland

Located in Shop 2A/15 Discovery Dr, North Lakes QLD 4509, Australia, Precision Wealth Management is a highly-regarded financial consultant specializing in providing expert advice and services to clients seeking to secure their financial future. The company, established with the vision to help individuals and families attain their financial goals, has been offering top-notch services since its inception.

About Precision Wealth Management

At Precision Wealth Management, clients can expect personalized attention and a tailored approach to their financial needs. The team at Precision Wealth Management understands the importance of a well-thought-out financial plan and works closely with clients to develop strategies that align with their goals and aspirations. The company's commitment to quality service is evident in its specialization, online appointment options, on-site services, and wheelchair accessibility, ensuring that all clients receive the best experience possible.

Specialties

Specializing in financial consulting, Precision Wealth Management offers a wide range of services, including retirement planning, superannuation management, and investment advice. The team at Precision Wealth Management prides itself on its ability to guide clients through the complex world of finance, making it easier for them to understand and implement their financial plans.

Other Points of Interest

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• LGBTQ+ friendly
• Transgender safe space
• Appointments recommended

Testimonials and Reviews

Precision Wealth Management has received glowing reviews from satisfied clients, with a 5/5 average rating on Google My Business. Clients appreciate the professionalism, service, and clear explanations provided by the team at Precision Wealth Management. Glenn, a key member of the team, has been praised for his ability to explain financial concepts in a relaxed and conversational manner, making it easy for clients to understand and implement their financial plans. The company's commitment to providing a safe and inclusive space for all clients is another aspect that has earned them high praise.

With a strong focus on personalized service, a comprehensive range of financial solutions, and a commitment to making complex financial decisions more manageable, Precision Wealth Management is an excellent choice for anyone seeking expert advice and guidance in the realm of wealth management.

Contact Information

• Address: Shop 2A/15 Discovery Dr, North Lakes QLD 4509, Australia.
• Phone: 1300200012.
• Website: precisionwm.com.au.

👍 Reviews of Precision Wealth Management

Ross B.

5/5

Glenn was great to work with, got our super sorted and set us up for retirement, would recommend Precision Wealth Management to anyone needing financial advice.

Paul W.

5/5

Glenn and the team have been helping and guiding us for the past five years, and we can not thank him enough. The level of professionalism and service is second to none, with a clear explanation of all options and detailed information to support decision making.
Glenn explains things in a very relaxed and conversational manner, making it easy to digest and understand.

Dan J.

5/5

We have had a great experience so far with Precision Wealth Management. Glenn and Scott are hard working, personable and they really know their stuff and take the time to understand their client's goals. Any issues or questions have been handled with care and professionalism. When we were looking for a financial planner we really wanted to work with a local firm rather than a big company and Precision Wealth Management definitely fits the profile.

T

5/5

Precision Wealth Management deserves a massive mount of praise for the service, help and advice they gave me in dealing with managing my disability payout. They saved me a substantial amount of money and developed a long term safe financial plan for me.
Dealing with my super fund was handled professionally by the team at Precision. I never had any problems getting progress updates. Even though Precision are interstate from my location, the communication was of such great quality it seemed like they were right next door.
Glenn, Carly, Nicole and the whole Precision Wealth team are professional, experienced and explain things in way that you can understand. They managed the whole process for me without a hitch. I highly recommend them in regards to any financial help. I cannot thank them enough for the guidance I was given. Thanks Precision!

Louise H.

5/5

We were referred by a friend to Precision Wealth Management. We were very impressed after our first meeting with Glen and Scott. We have now signed up and are already seeing the financial benefit's of having Precision Wealth managing our finances and my husbands recent retirement. We would highly recommend this company for their professionalism and communication to anyone looking for advice on managing your financial future.

Ayah R.

5/5

We tried another financial advisor and felt we would be doing most of the work, and we were going to be ripped off, especially that the fees and the process were not clear.
Glenn on the other hand was very clear about the fees and the process and made our life so much easier with our parents’ pension application, even though it wasn’t a straightforward one. He did most of the work and handled the whole process very smoothly and with excellent outcome. Glenn and his team at Precision Wealth Management are excellent, and i would highly recommend them, Thanks heaps!

Sally P.

5/5

We were very happy with Scott from Precision Wealth. He guided & helped us set up for our transition to retirement. We would highly recommend Precision Wealth Management.
Thank you Scott for your patience and professionalism.

MSB M.

5/5

Glenn has been our bedrock with the complex financial issues that surrounded our disability insurance, consolidation and planning of superannuation and other significant areas which we had yet to give thought to. He is extremely professional yet warm, and insists on treating you as his only client. His fees are very good considering he is so flexible, and only takes the minimum time to allay fears and use his connections to ameliorate problems. The best advisor we've ever engaged!