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  • Latest News
  • SWM Website
  • WealthIQ Website
  • My Client Portal
  • Testimonials
  • Contact
  • Refer a Friend

Testimonials

“Immediate attention to queries. Do share information.”

14 May

John

“Great advice Always there to help with advice”

13 May

Sharon

“Very friendly great advise given always there to help”

13 May

Sharon

“Genuine interest in assisting to find best possible solution”

13 May

Carol

“helpful and reliable”

12 May

Barry

“Great people, friendly and always helpfull.”

12 May

Alan

“Quick to solve problems and always helpful and cheerful”

12 May

Bozenna

“Good service and friendly atmosphere at meetings.”

12 May

Terrence

“Very friendly people”

12 May

Ronald

“Regular check-ups.”

22 January

John

“Great communication.”

16 January

Nalini

“Knowledgeable, friendly, honest and great people to deal with. Always have the clients interest first.”

14 January

Ian

“very helpful setting up and looking after my affairs”

14 January

Allen

“Nice friendly efficient knowledgeable people.”

14 January

Alan

“Friendly down to earth people and always there to help”

14 January

Kym

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Disclosure Statement:

Tony Skinner, Treona Pty Ltd t/a SWM Finance Matters 63 007 813 729 and JV Wealth Pty Ltd 51 141 825 566 are Authorised Representatives of Wealth IQ Group Pty Ltd (ABN 45 644 154 914) AFSL 527880.


General Advice Warning:

The information in this communication is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute financial advice or any other advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner.