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PSK Private Wealth

Multiple locations

(7)
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11 hires on Bark
17 min response time

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Reviews (7)

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5/5

7 customer reviews

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18 July 2024

We have been seeing Thomas Il at PSK private wealth for a few years now and have been satisfied with how Thomas and PSK Private Wealth have been managing our retirement funds. Thomas is easy to talk to and our questions have always been answered honestly taking into account our needs. We are particularly thankful that Thomas is willing to go through our portfolios making sure we understand how our money is working. More...

10 July 2024

SP
We were questioning where we were at. It felt like things were a mess, we weren’t happy with our financial situation, and we just wanted everything sorted out. That’s when we got in touch with Thomas. Quickly things felt a lot better. It felt like we were getting organised. We were getting sorted. He supported us at every step along the way. It feels fantastic. Like, really, really good!
Previously it was a constant repeat of disaster. We weren’t moving forward, we weren’t making any progress at all. Meeting Thomas has really lightened the load. He is full of information, very thorough and stays on top of us to keep us moving forward. We have seen a huge difference.
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10 July 2024

Sharon and I would like to thank you for your ongoing support and understanding of our situation. Your professionalism and genuine care for our needs have delivered the flexibility that was so needed with my current health situation. Without your guidance all those years ago and your willingness to plan for the best outcomes for us, our lives would be very different at the moment. I have corrected many people when they say financial planners are in it for themselves by sharing our experiences with you. Both Sharon and I will continue to trust your advice and judgement primarily as what underpins you as a financial planner is that you are a good person. We look forward to sharing our paths in the future.
Thanking you again,
Geoff and Sharon
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verified
14 April 2022

Financial Advisors

Thomas was able quickly to build a relationship and develop a clear picture of my requirements for the long term. He provided me with a understanding of how the market works and how we could achieve my goals. I am very happy with the results and confident that his advice in the future will assist me to maintain a good standard of living. More...

17 March 2022

Tom is very down to earth and informative. We feel confident in his handling of our financial situation and are comfortable asking questions and receiving answers we can understand.

23 February 2022

Thomas went out of his way to explain our options clearly and was patient in answering our many question.

verified
23 February 2022

Financial Advisors

No dramas the person was very knowledgeable and helpful we didn’t hire him because we found someone local that’s the only reason