Testimonials
Brad Lonergan
2013-05-24T21:01:06+10:00
Brad actually cares about his clients and always does that little extra to help them with financial matters. It’s not always about business but sometimes people just need that little bit of help and Brad is always there for them.
“I have known Brad for a number of years now.
He is a good communicator.
He is professional.
He is thorough.
He is an all round great guy.
I highly recommend him.”
Brad reviews our current position every 6 months and gives us sound advice which allows us to make educated decisions .
This all gives me piece of mind and a better quality of life, I trust Brad unconditionally with all my financial affairs, and would highly recommend Brad Lonergan
Brad works with his clients and puts their needs first to ensure the best possible outcome is achieved. He focuses on setting priorities that ensure there is an achievable outcome to work towards. I would easily recommend his services to others.
“I initially went to see brad about income protection. He looked at everything and has since delivered solutions I hadn’t even thought about or even considered. I highly recommend him.”
“Brad clearly explained all the financial possibilities I never knew existed. Then he set up a focused strategy for my financial life for future growth and security. I highly recommend Brad as a Financial Planner and an ego-less professional. Very refreshing
“Brad is a specialist in financial planning, self managed super funds and a myriad of other investment strategies. As a lawyer I know it’s important that people are given the right advice at the right price. Brad is an expert in his field and I recommend him highly.”
“Brad knows his stuff. Within 1 month we had covered the fees with our ROI. Brad specialises in self-managed super funds and has helped us with our online trading strategies. Thanks Brad”
“Genuine financial adviser demonstrating industry competence and client focus. I would have no hesitation in entrusting Brad Lonergan of JSA Group Charlestown with my personal financial and investment strategy planning and implementation”
“A few years ago, we were a couple with a fair bit of debt over loans/credit cards and were close to losing our house a few times. We were trying to consolidate debt but no one would lend us money so we were fighting a losing battle to try and pay it down. We met with Brad and now a few years later we only have our home loan, no other debt, an investment property, and a lot less stress. We are even going on a holiday which is something we have not been able to do in a long time. We liked Brad instantly after our first meeting due to his way of putting things into a clear plan and focusing on goals that are not just retirement but also on smaller goals so we can enjoy life on the way there. I won’t say that it is not hard work but I will say the journey is much easier with Brad by your side with his great advice, and keeping you focused. We can’t thank Brad enough since we really did not see a way out of our bad financial situation before he came along and now we can see a clear path to having the financial freedom we always wanted which will help to facilitate the life we want to live. Lots of goals yet to achieve but we know Brad will be there every step of the way giving us the advice we need.”
