After a few years now having Gregg look after my superannuation I have never been in a better position. Very professional service, supportive and is always willing to make time or go that extra mile with my financial affairs. I appreciate his advice and input and hope to continue this with many years to come.
Gregg has been our financial advisor for the past few years and we have found him to be very knowledgeable, professional, ethical and always had our financial interests at heart.
He is very easy to work with, always accessible and his guidance with our financial planning has been invaluable.
We would have no hesitation in recommending Gregg to our friends or any person seeking financial advice.
Gregg knows financial planning very proficiently and explains it in simple terms to his clients, like us who are unexperienced as we have no accounting background. Furthermore, Gregg is very sincere and transparent with his advice which we would recommend to anyone looking for financial services planning.
We have always found Gregg’s knowledge of the market to be very accurate. Gregg is always available for discussions regarding our portfolio, providing us with honest, timely advice and guidance, which we have followed. This advice has been extremely beneficial to the growth of our portfolio. We would highly recommend Gregg to anyone looking for honesty in this area of financial management.
We engaged Gregg to assist us with our finances as we are approaching our pension years and really didn’t have too much knowledge as to what we needed to do to set us up in our retirement.
Gregg has been amazing with his advice and made everything so easy for us to follow.
Gregg has been very easy to deal with, always happy to assist whenever we have needed him and we only wish we would have contacted him sooner.
Gregg Watts has been our financial advisor for the past four years.
He initially assisted us with retirement/superannuation advice and the subsequent setting up of an account-based superannuation fund. In doing this for us we found Gregg to have excellent knowledge of the industry and also the ability to convey that knowledge to us in a way we could understand.
At all times he has made himself available to us either via email/phone or in person. Over our years together we have been able to develop an excellent personal relationship with Gregg where we are comfortable in voicing our views.
Whist being forthright in expressing his opinion on investment strategies he encourages and respects our contribution.
Late 2014 I was in need of the services of a reputable accredited Financial Planner, someone to whom I could trust to help navigate my way to retirement and to advise me on how to make best use of capitalising on investing any funds I had to help me fund retirement.
Gregg Watts was recommended to me and I have found him to be easy to approach and trustworthy and very professional on how he goes about his work. I’d have no hesitation in recommending his services to anyone seeking a Financial Planner
Gregg is reliable, honest and easy to talk to. When Gregg left his previous employment we were assigned another financial planner. My husband and I were not satisfied, so I researched and found Gregg. We were so relieved to have Gregg back as our financial planner. It has been nearly 10 years that we have known Gregg, and both of us are very happy with his expertise and professionalism.
Having been with Gregg for 10 years I have the utmost confidence in his advice and knowledge.
His recommendations are presented in a manner that are easy to understand.
We met Gregg several years ago when we were looking for financial advice to set up our superannuation for retirement. We were so impressed in the way Gregg explained the options available in laymen terms and how he answered all our questions, that we stayed with Gregg when he moved on from the original company that we met him at to where he is now with his own company. Gregg is very knowledgeable, highly ethical about all aspects of the business he deals in. Gregg is easy to deal with, always friendly and quick to respond to our requests.
We feel extremely safe and comfortable with the way Gregg is managing our portfolio which has made retirement less stressful. We would not hesitate to recommend Gregg to anyone who is looking for good sound and honest financial advice.
I have used Gregg for a few years now as my Financial advisor. As a well known Businessman in Perth it gives me great pleasure to recommend Gregg’s Financial Planning as a safe pair of hands. He does not claim to be the Whizz kid making fortunes overnight. He only suggests plans that you are comfortable with and protects your hard-earned cash with sensible investment. His Personal service makes Gregg a really easy person to discuss your future with.
We have known and trusted Gregg with our financial planning for a number of years now. Having initially helped us to successfully negotiate a difficult TPD claim during a very stressful period in our lives, he now ensures that our future financial well being is stable and secure. We feel confident in his considerable experience and he always does his best to explain the more complicated areas of financial planning in a way that is easily understood. We have found Gregg to be both knowledgeable and reliable and he always responds to our queries promptly. Most of all he is a thoroughly decent person to deal with. We can’t recommend him highly enough to others.
My wife and I had discussed retirement and didn’t really know whether we had sufficient super and if we did have enough, how do we setup the best income from that super. We knew our best option was to engage a financial advisor, but with so much bad press around financial advisors and financial institutions how do we find someone we could trust. As I was ex-military I went on a couple of Defence Force websites looking for a financial advisor and happened to come across Gregg Watts name and phone number. I gave Gregg a call and set up our first consultation, we were impressed with Gregg from the start and felt he was someone we could trust. Gregg’s approach was honest, sincere and professional. Over the following months Gregg worked closely with us to ensure our super was placed in a fund that was tailored to our requirements. He also made us aware of possible insurance claims that existed with our current super fund. Gregg’s assistance in lodging these claims proved invaluable. Our super is now working for us and we would have no hesitation in recommending Gregg to anyone seeking the services of a financial advisor.
I have dealt with Gregg for a number of years and have found him to be a genuine and loyal person. He truly cares about correct information given and provides expert advice to meet personal requirements. He follows all information through to his and his clients personal satisfaction. I have no hesitation in recommending Gregg as he has always looked after my interests.