Before we meet, we’d like to get a bit more of an understanding of your goals and objectives, as well as your financial situation. Not only will it help guide the conversation when we catch up, but it will also help us tailor the meeting to your specific needs.
Here's what you can expect in your first meeting...
These guys are terrific! They talked to me like a mate with my goals and financials and ended up refinancing my entire loan at a better rate. They really helped me plan for the future of my family.
Jason and Michael are genuinely nice guys whose focus is purely on how they can use their skills to make our lives better (and more affordable). They are a delight to work with and don't ever "sell" to us anything we aren't interested in. They are a breath of fresh air in an industry that is full of sharks! Highly, highly recommended.
Jason, Michael, Katie and the team are brilliant. I am reassured knowing I've been pointed in the right direction and have the most efficient structure to keep me financially fit and on track.
Jason and Michael are a great team at Orange Wealth - helping us to consider what's next in our future plans and setup a framework to progress towards our goals. Thanks for all you help guys.
Working with Jason and the Orange Wealth team for ongoing financial coaching and support has been invaluable. We first met Jason and the team in 2015 with our first child on the way, a pile of credit card debt and a feeling we needed to grow up. 12 months later we bought our first home, four years later we upsized to our dream forever home! Jason works with us to optimise our supers, mortgages, insurances, long-term investment and the pathway to our dream retirement - all within a spending plan and lifestyle that is comfortable and rewarding! Jason is personable and engaging and is always there when we need; to support decisions, help us prioritise and get us the best outcome. We look forward to continue working with Jason as we grow our investments.
I've never reviewed a service provider before, but couldn't resist posting this as I found the team at Orange Wealth absolutely incredible to deal with and worthy of a 5 star VERY positive rating!After unsuccessfully trying to find someone to listen to my needs regarding my finances and planning for the future, a friend referred me to Orange Wealth. I looked them up on line and was immediately comforted by the introduction to their business and was actually excited to make contact and see how they could help me.I submitted an on line enquiry and contact from Orange Wealth followed very quickly. Their prompt, efficient, professional yet down to earth manner was a stand out.I met Michael & Jason at their office to discuss my needs and I left feeling really comfortable and very satisfied that I had engaged a professional team of people to help me moving forward.They structured my accounts, superannuation and life insurance to a point where I can rest in the knowledge that I now have all my affairs in order and working in my favour.... Finally! I have structure and a plan in place which offers me peace of mind.Michael & Jason continue to offer ongoing support and I have absolutely no hesitation in recommending their services. I'm so glad I met them, they offer a unique and highly professional service... very approachable too!!Orange Wealth, a big THANK YOU!!!
