Jim Ellis, Lane Cove

Posted by on Friday, December 5, 2014 Under: Testimonial

I’ve been a client of Tudor Investassure, Sydney for about 7 or 8 years now and am really happy working with them.

I chose Tudor Investassure, because I was unhappy with the level of service and the advice I received from my previous financial advisor.

Naomi is very well organised and operates via a strict protocol and compliance regime.

Comparing Naomi Rosenthal to my previous experience really is like night and day.  Naomi and I have developed a relationship of trust and respect. She is available whenever I need a question answered.

Naomi responds in a timely and professionally sound manner. This is something I appreciate and value greatly. Naomi is much more than just my financial advisor.  We’ve not only become friends but business referral partners as well.

We meet twice a year to reassess my situation and the next steps and actions we need to take regarding my investments and other financial matters.

Tudor Investassure looks after pretty much all my financial needs covering superannuation strategies and my transition to retirement.

Naomi’s customer service is excellent; she certainly goes the extra mile for her clients.

I highly recommend Naomi to anyone needing a Financial Planner.

Jim Ellis, Lane Cove

In : Testimonial 



Tudor Investassure Pty Ltd | ABN 74 881 211 664 | Phone: 02 9455 0655 | Fax: 02 9455 0001 | Email: info@tudorinvest.com.au

Post: PO Box 1142, North Sydney NSW 2059 | Office: Ground Floor, 56 Berry Street, North Sydney NSW 2060

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Professional Wealth Services Pty Ltd Australian Financial Services Licence No. 312047 ATF Professional Wealth Services Unit Trust | ABN 58 174 609 776
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