Testimonials

I’ve known Eugene since 2017 as I was seeking retirement advice at that time. After a few conversations with Eugene, I found him as a helpful and nice person to talk to.

Eugene understood and respected what I was hoping for my retirement, he was professional and has in-depth knowledge in the advice area that I needed help for. Eugene was also patient enough to answer all my queries.

So lucky to have a good adviser like Eugene.

Eugene has been my adviser for about eight years; he was designated as my financial adviser from the Commonwealth bank.

As my financial adviser I found him very helpful in explaining the financial side of Superannuation fund and then my Retirement planning fund.

Eugene was always very prompt in returning my phone calls, always easing my concerns, on any question that was asked.

Our Annual financial meetings were always very helpful to me, he always gave me good advice and would take so much time to go into detail in explaining things for me.

Hi Eugene,

Thank you for the advice. I do appreciate your professionalism in helping me with my finance and retirement plans. I find that you are very knowledgeable in the financial market, especially in super, investment and retirement accounts management. Your sound advice has been working well for me and my family.

Thanks for being such a good listener as well in understanding my needs, and your efforts in looking for the best options for me. I find that your communication is clear and easy to understand.

My husband and I were very fortunate to have met Eugene Wong in 2014 to discuss our future retirement plan, 8 years later we are still taking advice from Eugene.

Eugene is a dedicated professional who has helped us understand, what is the best for us, gearing up to retirement. His professional and knowledgeable approach is far beyond what our expectations were and still today.

Eugene takes the extra time to understand our goals and our foresight into the future, providing us with information and detailed advice. This is very comforting especially in these uncertain economic times.

Eugene calls us on a regular basis to see if there are any changes to our lifestyle and finances. One of the most satisfying points is that we can call Eugene at any time if we have any concerns or doubts about our future planning.

We both highly recommend Eugene to all new clients and his present clients would agree.

Thank you Eugene for caring and your professional financial advice.