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"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently."

– Warren Buffet

This is what our client's say


“In early 2014 we have explored our options of transition into timely retirement by using the services of one of the leading banks. Several months into the progress of our investigation we have met José Pais by chance who has giving us a second opinion based on his impressive ability to comprehend the wishes, needs and wants of a client.
After a thorough analysis of our circumstances he prepared an alternative plan that was easy to understand, implement and manage; needless to say that we have chosen to employ his services from here on in and subsequently implemented his recommendations.
He is proactive and in constant contact with us and our accountant by keeping us well informed, suggesting adjustments, should they be needed, to counterbalance the risks of a currently volatile market.
We have reached a stage in our working relation where we consider him having become a personal friend as well as a trusted advisor. It is a pleasure to work with him and we can unfeignedly recommend his financial services.”

M & V Forrer
Samford QLD

“We first met José late in 2008, and like so many other Australians around that time we’d suffered heavy financial loss during the G F C, little did we realise at that 1st meeting, José would prove to be the shining Light at the end of our G F C tunnel.
Again like most, our limited knowledge of the complexities of Superannuation and Retirement planning left us in awe of José’s foresight, skill and passion in putting into place strategies that enabled us to re build our “nest egg”.
He has the innate ability to empathise with his clients, he would always kept us informed and up to date with any changes, then explain in lay man’s terms even the most complex of issues and any plans or procedures necessary to overcome these.
“Thanks” to José we were able to retire in March 2012, sure we’ve had to change a few minor things but we’re living the dream with no financial stress.
We now both consider José as a great personal friend, advisor and mentor, the opportunity this has been a privilege and pleasure.”


P & K Graham
Yamba. NSW.

“We are always looking for different ways to Invest, and the subject of Self-Managed Super Funds, had just caught our Attention. Knowing very little about SMSF’s, we were eager to learn more about it, and build on our retirement plan. We made an appointment to speak to a financial advisor specialising in this field. We first met Jose in 2010. Armed with some investment knowledge, a broad financial plan and eager to learn, Jose was just the person we were looking for. His Knowledge and understanding of our current position was second to none and we were able to map out a plan build around our goals incorporating his brilliant ideas.
José’s Knowledge of the complexities of SMSF’s did impress me and it appeared in the very beginning that we had found exactly what we were looking for in retirement planning and financial planning.
Over the last 4 years, Jose has displayed a great ability to listen and understand the thoughts that we have, and then build successful financial strategies around our ideas.
Thanks to Jose we have been able to purchase the DHA Property we wanted. Also through sound investment strategies and advice, have been able to build on our Superannuation, utilising what I thought at first were funds we were unable to access.
José has assisted us in making our future path very clear and our retirement looks full of certainty, we know we will be able to retire with no financial stress.
4 years on and we now consider Jose not just our Financial Planner, but also a friend. We have recommended him to a number of our colleagues, and we are looking forward to continuing the relationship with Jose and further building our future.”


M & S Hindley
Eaton’s Hill, QLD

“I have known José for the past 3 years and found him to be very professional and personable at all times. José is very thorough and explains things in simple terms, as well as giving you the pros and cons so that you can fully understand how this will affect your investments and future. He ensures that you are fully aware of the choices available and allows you time to digest the information to make your own decision. Thanks to José’s sound advice I believe I am now well placed to reaching my retirement goals. I would have no hesitation in recommending José to family and friends seeking financial advice or strategy planning matters. ”


Linda Zaklikowski
Clayfield, QLD

“I first met José Pais when he took charge of my Superannuation file as Financial Advisor. His insightful analysis of situations as they developed, and finding the best outcome for his clients has been exceptional. His attention to detail ensured that every possible avenue was explored in his client’s interests. Over the years I have found that his approach to his clients’ welfare has been as though he was dealing with his own. This in turn fostered a relationship that was far more than merely a professional one, but rather more on the lines of friend or family.
I have had no hesitation in recommending his services to others, and they in turn have experienced the same dedication José has shown to his clients’ interests as I have. ”


B Offen
Ferny Hills

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