The Wealth Connection Austinmer — Insurance Agency in Austinmer

Reviews of The Wealth Connection Austinmer

• Madison

  Added 2016.02.03

  The team at The Wealth Connection have made the process very simple and stress free. I kept putting off looking at my finances, but after my first phone call with Nik, he followed everything up for me and made sure I didn't keep putting it off for later. Meetings were very professional but relaxed with a personal connection, very comfortable compared to what I though. Since having my finances sorted, the follow up calls and emails for stay on top of things and make sure everything has been sorted has been awesome. They came as a recommendation from a friend, and I recommend and initial meeting with them to get them involved to everyone. Lots of advice and no pressure from them, just constant support. You take the time once to look at your finances and they do all the hard work, don't know why I put it off for so long! They saved me thousands and have come through with everything they said they would. Highly recommend them!
• Jake

  Added 2015.09.22

  Absolute legends. You guys should be so proud of what you’ve achieved. The level of service and professionalism you delivered to us during our loan application process was 10/10. Thank you!!
• Jason

  Added 2015.08.25

  The team at the Wealth Connection have provided us with outstanding customer service from start to finish. They assisted us with initial goal setting, the prompt and efficient implementation of these goals, and on-going conscientious and professional support. We have always felt very much a part of the process, and this accessibility is, for us, the most important part of the relationship.
• Jake

  Added 2014.07.03

  Couldn't be happier with the service provided by the boys down at the Wealth Connection. Following a sound financial assessment by Niko, I had my first house purchase within the space of a month. Smooth, efficient and a pleasure to work with. Highly recommend and thanks again for all the hard work.
• Matthew

  Added 2013.04.09

  We highly recommend The Wealth Connection - they provided us with exemplary service throughout the process of purchasing our property and switching an existing loan to a new bank (at a lower rate!). They were extremely responsive, knowledgeable and a pleasure to deal with.