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GENERAL ADVICE WARNING"Success can be measured by the decisions you make. Let us guide you through the financial challenges in life."SEE BELOW
General Advice Warning
The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Please CLICK HERE to find out more about the services we offer
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Chris & BrookeOperations Manager & AccountantWe bought our first home with the help of Janet. She attended to every financing need including strategising, getting the best rate, explained everything in layman's terms and succeeding in getting the finance we needed. She was a continued support throughout the whole process. We highly recommend her services.
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Warwick & PatEngineer now retiredMy wife and I have been clients of Janet Tang for almost 10 years. During this time we have found Janet to be very helpful and patient with us, dealing with our particular investments. Janet has a wealth of knowledge in her field. Janet is most friendly, approachable & able to be contacted when required. We would highly recommend Janet.
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Helena GBT National Policy & Technical ManagerJanet is a very competent and passionate financial planner who will always go the extra distance to make sure her clients are looked after. Her clients and their financial well being are her priority.
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David & Anne. JCorporate Communicator & Former Child Care WorkerIn an increasingly impersonal world, Janet makes a refreshing change. As a financial planner, we found Janet makes every possible effort to get to know her clients and their financial planning needs in comprehensive detail. When markets turn down, Janet doesn't go missing in action. She quickly communicates with her clients to put these events in context.
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Trevor & GayBusiness OwnersSincere thanks for your patience in dealing with someone who is not ready to retire but does not want to keep working! What a conundrum! Especially when we still like to spend and travel. I think you made a good job of poor material.
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Kerry HFormerly at IAG, now retiredHave had financial advice from Janet for ten years now and have always found her to be extremely efficient, very approachable and business savvy. I have been confident in her judgement regarding my investments, my returns and my portfolio continues to grow, which is important.
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Peggy BRetireeLeft with a divorce settlement that had to provide for my future financial needs throughout my retirement years and not being exactly financially savvy how lucky was I to have Janet appointed as my new financial adviser. Janet was able to deliver me a reliable monthly income that would not shrink the nest egg.
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Joe & EdnaRetireesJanet has been our financial adviser for over 10 years. We first met Janet while we were both in the workforce. Now through retirement Janet continues to provide us with sound and appropriate advice to our needs. We look on Janet as a friend and have no hesitation in recommending Janet to anyone seeking the same.
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Pat GFormerly at IAG, now retiredI had the pleasure of being introduced to Janet ten years ago. Having just retired and being faced with the GFC at that time I was definitely concerned for my future, money wise. Ten years on and I couldn't be in a better place. Thankfully due to Janet's advice and expertise, things are travelling extremely well.
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Mark & LisaProduction Planning Mgr & Business OwnerJanet has managed our super and financial situation in a most accomodating and professional manner. Prior to seeing Janet we were not completely comfortable with where we were headed and the realisation that our final nest egg may not meet our lifestyle needs and hopes in our retirement. Janet is a person of integrity and reliability.
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Jonathan A & Erroll HRetireesJanet assisted us in the formation of accounts involving a superannuation account that needed to be invested to give retirement income stream and another as a super fund for an under 65. We stayed with Janet during the formation of Aspire and for the last 5 years have been very happy with our comfortable lifestyle.
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Deb & Kevin RBusiness OwnerJanet has been my Financial Planner for a number of years now. I have found her to be genuine, personable and she really seeks to understand my financial needs, providing simple relevant solutions to help build wealth and ensure protection for my family. I wouldn't choose anyone else!.
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Lou & JackieProject Manager & Executive AssistantIn my years of dealing with Janet I found her knowledge and expertise of the financial services industry a cut above the rest. Her approach in dealing with customers is comforting, knowing that no stone is left unturned. I would certainly recommend Janet to anyone that takes pride in their hard earnings and is serious about future investments.
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Farida & AspiRetiree & Property ManagementJanet is always efficient in her correspondence and makes herself available to accomodate our needs. She is a very patient financial planner who takes the time to listen to an individual's circumstances and concerns before tailoring advice. We have no hesitation in recommending Janet as an excellent financial planner.
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Veronica & ErnestAccountantsI have been through 3 different financial planners and I have never been as comfortable and as wiser as I am now, with my money, with Janet. With simple layman's language she has explained everything to me and my husband, and I have never been as happy and contented as I am now.
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Paul & JoyFormer Head of Audit at RBA & PsychologistI have been a client of Janet's since I finished full-time work in 2009 and have always been impressed with her knowledge of the financial markets. She has helped me and my partner to implement positive strategies to meet our objectives and has that uncanny ability to explain investment choices simply so they are much easier to understand.
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Joanne & Shanen MMarketing ProfessionalsSorting out finances for a new home can be a very stressful process but I must say Janet made this whole process very smooth and assuring. Janet is very knowledgable and very experienced so we were made to feel very confident through the whole process that all the finances will be sorted on time in the simplest way. Thank you Janet.
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Raymond DIT Executive - Deloitte AustraliaJanet helped me refinance my home loan. I now have a much more flexible home loan structure with lower rates. Janet took the time to explore several options for me and explained everything clearly as well as making the whole process as easy as possible. She provided all the paperwork and loan documents in neat folders so it's easy to reference.
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AdviceWhy should you care about financial planning?Continue ReadingFinancial Planning is still an unknown topic for those who do not have a relationship with a financial planner, and many people still ignore the importance of planning for their financial security and future. So, -
Family,LifestyleAre you living the Great Australian Dream?Continue ReadingAre you living the dream? According to the FPA ‘Live the Dream’ 2017 National Research Report courtesy of www.moneyandlife.com.au/livethedream, Australians are fond of dreaming about their future and are optimistic
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Australians living their dream life dream more about the future than others. Four in five (82%) often or always dream about their future compared to just 61% of those who say they are not living the dream.*
*FPA Live the Dream 2017 National Research Report