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"I found Shane and the 360 degree staff had professionalism, knowledge and showed care to me as a customer when helping with my property purchase and mortgage."
J.P. Mitchelton - Qld, Dec 2011
"Just thought I would drop you a note about your service especially all the stuff you do with existing clients to stay in touch – cards, newsletters, making people aware of your other services etc. Very impressive. Good to see the new name 360 Degree Wealth Services a name that reflects all the diverse services you provide."
Ms R.Sw
"Hi Everyone
I wanted to let you know that I have passed your email onto my Financial Adviser Quang Tran. Since my divorce I have been struggling with my finances, as far as budgeting, investments and tax issues. I lacked in knowledge and I was worried about my whole situation and financial future.
I wanted to see a financial adviser, but found it really hard to relate to anyone. With my frustrations I spoke to a good friend of which she recommended Wealth In Life (now trading as 360 Degree Wealth Services) to me, from which she sees as well. I made an appointment of which I met Quang. This was the beginning of my financial answers. Quang is a very patient, friendly guy who understood my circumstance and explained things to me at my level of understanding. He helped me learn about the range of products available that would suit me and my lifestyle. He gave me books, booklets and pamphlets to read. I prepared to learn and he is prepared to teach/educate me. I never felt the hard sell from him, and can relate and understand him. If I don’t understand, I feel comfortable to ask him questions and he has always been prepared to answer them, whether their easy or hard questions, in person, on the phone or by email.
I have learnt a lot about budgeting and investing from Quang, I have found answers to financial challenges. I have learnt about financial planning, tax effective strategies and cash flow management.
I am not aware of your financial circumstances, and I don't want to know. And I do realise that we all have different financial needs, however I thought that you might be able to use Quang's services in some way. I cannot emphasise to you as to how much he has helped me by getting me back on a good financial track. I am so glad that my friend recommended him to me and I have confidence that he can be of some kind of help to you… I just want to pass on my experience to you. Sometimes we think about this sort of thing but don't know where to turn.
Have a look at the website http://www.wealthinlife.com.au (now trading as 360 Degree Wealth Services www.360degreewealth.com.au).
See what you think, have a chat to Quang, maybe he can be of some help to you too. " |
"Hi Shane and Jason and team, I just wanted to say a HUGE thank you for your assistance, guidance, etc. over the last 2 years. I have just come home from signing my tax return at [my accountant's] place and I will be getting over $9000.00. That is 50% more than last year!! The system is working!! and then I come home to find your letter in the mail giving me a magazine subscription for a year. I feel like I should be giving you subscriptions. Thank you again, I really appreciate it all. My patio is beautiful too. Well worth it!! " |