“Jonathan has changed my life forever representing one of the biggest turning points in my life. He is an absolute magician! Every year when we come in to have our reviews about what's happening with my account, he not only tells me what is working and what isn't but he takes the time to improve my financial literacy. He understands that the improvement of ongoing financial education is a fundamental aspect of our relationship. Being able to walk side by side with Jonathan in understanding the impacts of financial planning, helps give me security and empowers the decisions I make every day. As far as I am concerned it is the best advice I ever get. I put it up there as being inspirational and it comes back to what he is actually doing for me, which is making my money grow, being a fabulous adviser and has become a personal friend whom I can depend on. Jonathan has given me the best opportunities in my life and money. I walk away with a smile on my face every year.”
Bruce
“From both Margo and my view, we have been very comfortable with the level and quality of the service you have provided and most importantly the personal engagement and support which you have shown.
For us we ventured into new territory after selling our family home, having then to manage the funds, ensure we effectively covered our risk both personal and financial and plan for the future accordingly. Throughout this process and indeed when a sudden change to employment status arose you have been a steady hand when we ever sought your counsel or throughout the normal regular reviews. The ongoing reviews and oversight of the markets and the advice in regarding the management/adjustment to not only our Superannuation/Investments but our own ongoing day to day management of our income and expenditure have been professional and balanced.Personally, for us it has provided both confidence and clarity that we are heading in the right direction as inevitably full retirement will come sooner rather than later.
Finally we would recommend you to family , friends and colleagues as we have confidence in the integrity and transparency of your process and engagement and, given the recent environment experienced by many in the market, these are critical factors required when advising people of their financial options and future opportunities.”
Mike and Margo
“Jonathan Mulconry has been our financial advisor for three years. In the time we have known Jonathan we have found him both personable and professional. His financial advice has been valued by us and has suited our needs during our times of transition. He is always willing to discuss any concerns we have had, and we always feel welcome and comfortable during our meetings. Personally, this gives us comfort and reassurance, having achieved our financial goals to date, and I would happily recommend Jonathans services.”
Rod and Denise
“Over ten years ago, I met Jonathan Mulconry when he was a financial adviser with the CBA. Under his guidance, the portfolio established then has thrived and continues to provide very satisfactory returns, now via his own business, True Wealth Advisers.
So, Jonathan's acute financial acumen is a proven strength. But I would also like to applaud his manner. Ever polite and humorous, and with an inquiring mind across a wide range of topics unrelated to the world of finance, it is always a pleasure to meet with him and put the world to rights.
On every level, Jonathan Mulconry is to be highly recommended.”
Richard
“The quality of service I get from Jonathan is second to none, I am happy with how he helps me to be more informed about my investments
He helps me understand more about how the investments are working which has meant that I have no need to worry much about my finances
I would recommend Jonathan to friends because he take the time to listen to any concerns. Should I have any needs he is only a phone call away.
Jonathan, I do thank you for all your help to date.”
Barbara
“Like a great number of over 60s I came into Super very late in my working career. It was suggested that I needed to get some "real" money management advice and was recommended to Jonathan Mulconry.
Jonathan listens. He is competent, reliable and works within the boundaries and risks I am prepared to take. What he has achieved for me has been far in excess of what I would have achieved had I not taken Jonathan's advice.
Jonathan makes himself available both on the phone and by email and I feel that he is very much in my corner moving towards my retirement.
I trust Jonathan implicitly and would have no hesitation in recommending him to family, friends or colleagues.”
Christine
“We are the second generation of our family who have sort financial planning from Jonathan. This has been both for the accumulative and retirement phases over many years.
From the initial detailed risk management analysis undertaken by Jonathan and the subsequent report generated, the investment options provided by Jonathan have always performed to our satisfaction and beyond.
Throughout our relationship with Jonathan he has always been available outside the set meeting schedules to answer our queries whether through email or a phone call.
While we are reasonably literate with regard investments, the many options provided by Jonathan and his very reasonable fees surpass our ability to manage
our future finances into our retirement years – leaving us to enjoy our later years and for Jonathan to provide towards the means.Finally, Jonathan is very personable, always shows an interest in our family outside financial areas and we strongly recommend his services.”
Very satisfied clients from Randwick