Client Testimonials
What Clients Say About Us
At Medico Wealth our client’s success is our success. We pride ourselves in providing quality financial planning and wealth advice that grows their wealth portfolio no matter what stage of career or life stage they are at.
John and his team have been fundamental in helping me and my husband in setting up our finances. As a Doctor I don’t have the time or energy to look into every detail of my finances. John is truly a very genuine person and has gone above and beyond in every aspect, even scheduling meetings out of business hours in order to fit into our schedules. I would highly recommend working with John and the Medico Wealth team to all my family and friends!
John has been my Financial Adviser for the past few years. He is professional, efficient and has been very pleasant to deal with. John is knowledgeable and has helped me in choosing the best options for my needs. He handles delicate situations with the utmost confidentiality and I have been very happy with his service. I have recommended John previously and will continue to do so.
John is an incredibly caring individual, who is extremely client focused. He is dedicated at his job and goes the extra mile for his clients and this has shown in every meeting I have had with John. I can honestly say that he has made a difference in my life and I am glad I found him, purely by chance.
John from Medico Wealth was fantastic with helping my wife and I organise our finances and insurances. We are quite particular and like to know details of everything and John was extremely helpful.
After being disappointed with another finance company we were recommended John and contacted him last minute. He was very contactable and personable. He handled our matters very professionally and we would highly recommend him and his team to anyone - especially health professionals. We have already recommended our family and friends.
After being disappointed with another finance company we were recommended John and contacted him last minute. He was very contactable and personable. He handled our matters very professionally and we would highly recommend him and his team to anyone - especially health professionals. We have already recommended our family and friends.
& Dr Karina JainNeuro Surgery Registrar + GP
Our experience with John as our financial adviser has been incredibly positive. He is highly trustworthy, professional, thoughtful and is able to explain complex issues clearly. We have great confidence that he really listens to our needs and goes out of his way to find the solutions to these needs with our best interests in mind. We would unhesitatingly recommend him to others.
After going from high school, straight to medical school then suddenly being thrust into full time work with fortnightly payslips that my casual and part time jobs in med school never amounted to, I was in dire need of assistance and guidance on how best to manage my money, however I had no idea what questions to ask. Fortunately, I was referred to see John.
John is always a text, email, phone call or Skype call away and I have found him and his team to be extremely insightful with all things financial, which is not at all my area of expertise. I especially appreciate his patience with me when I routinely don’t understand or recall things and value his gentle reminders to complete paperwork and his flexibility with arranging meetings. I would highly recommend John’s services to medical and non-medical staff alike!
John is always a text, email, phone call or Skype call away and I have found him and his team to be extremely insightful with all things financial, which is not at all my area of expertise. I especially appreciate his patience with me when I routinely don’t understand or recall things and value his gentle reminders to complete paperwork and his flexibility with arranging meetings. I would highly recommend John’s services to medical and non-medical staff alike!
John has been my financial advisor since I started my career as a Doctor. He has guided me through some very complex decisions to ensure that I can be at ease in how my money is managed. He is very approachable and a kind person who always has time to reply to emails and clarify issues as they arise. I look forward to working with him into the future and would highly recommend him to others as well.
John has been a pleasure to work with and we have found him to be honest, trustworthy and has always had our best interests in mind through the whole process. With minimal knowledge regarding shares and bonds, John was able to explain everything in simple terms, which made it a really easy process. We feel we finally have our investments in a good place. He is very experienced in his field and has helped us set up several investments for our 10 year goals and future endeavours.
We have found John very friendly and knowledgeable which has made it easy for us to adjust financially to life in Australia (UK originally). We have been able to maximise our savings, superannuation and plan for the future with confidence, safe in the knowledge that John and his team are looking out for us! No question is too much trouble or too silly - John has been incredibly professional and helpful. There is never a delay in his advice and there is always a personal touch! Thank you for all your help. We look forward to many more years at Medico Wealth!
I met with John after speaking with him at the start of my internship. It was clear that his approach was much more individualised than other financial services offered for medical professionals. John has been extremely accommodating to the varying schedules of doctors, and has always been easy to contact for quick advice. As someone with a self-managed superfund, Medico Wealth easily adjusted the usual internship package to accommodate this without any hassle, whilst teaching me a few things about finance along the way. I would certainly recommend Medico Wealth to junior doctors.
As a young Doctor in specialist training, I have little extra time to manage my financial affairs. John and the team at Medico Wealth have helped to manage my finances at a micro level: providing strategies to safeguard my current assets and grow my wealth. John has been very attentive to my individual circumstances, goals and priorities. He provided a solution that was uniquely tailored to my situation. John has great expertise in financial planning, as well as an appreciation for the demands of my work as a Doctor. I would highly recommended him and the team at Medico Wealth to any of my peers.
John has been very proactive in managing my finances, who pushes for the best without being asked. He has been very patient dealing with me, despite my complete ignorance in all financial matters. It would be easy to leave things in status quo, but he often encourages me to pursue options to better my financial situation. He is easy to communicate with and always quick to respond to queries, even whilst I have been completing my Fellowship overseas. I would highly recommend him.
John came highly recommended as a financial advisor and did not disappoint. John has helped us delve into buying our first home, begin the process of investing in shares and helped us create a stable financial plan for the future. John is genuine and trustworthy, his advice is always tailored to our goals and he goes above and beyond, being contactable at any time and scheduling meetings to fit our busy rosters. We could not recommend him highly enough for all your financial advisory needs!
