HNW Testimonial No. 1
I have known Matthew Bohlsen since 2002 and have used him as my Financial
Adviser since that time. His service has been very good, and the quarterly
reviews have helped maintain my investments in the right areas. Whilst
I am a conservative investor under Matthew my funds have grown from
around $3.5 million to around $6 million, and I highly recommend his
services.
He does not push me into any decisions but merely guides me and I make
the final decision, so I do feel in control of my funds.
He was especially skilled by avoiding International and USA shares
in 2001-03, and again residential property after it peaked in 2003,
and his in depth knowledge of markets and approach of avoiding overvalued
assets are first class.
I recommend his services to anyone seeking sound financial advice at
a reasonable price.
Name Withheld
HNW Testimonial No. 2
I have known and worked with Matthew Bohlsen
since 2004, and consider him to be a reputable person who gives sound
financial advice.
He has been my financial advisor since 2004 during which time he has
helped me make substantial returns by investing in markets that are
underpriced, and avoiding those that are overpriced.
HNW’s low fee structure and specialised advice makes it a much
better value-for-money service that most financial advising companies,
and I am happy with the level of contact and regular reviews that I
have received.
I have recommended Matthew Bohlsen as an advisor to friends and colleagues
and would not hesitate to do so in the future.
Adrian Korbel
HNW Testimonial No. 3
I have known Matthew Bohlsen for something over 3 years.
He has been my financial advisor since 2004 during which time he has
helped me make substantial returns by investing in markets that are
underpriced, and avoiding those that are overpriced.
Matthews companies low fee structure and specialised advice makes it
a much better value-for-money service that most financial advising
companies. Matthew is always there if i have a question about our investments.
I believe it beneficial to have regular reviews where Matthew explains
his reasoning for any changes he advises.
I have recommended Matthew Bohlsen as an advisor to friends and would
not hesitate to do so in the future.
Michael and Maria Longthorn.
HNW Testimonial No. 4
Matthew Bohlsen has been my financial adviser since 2001.
I have no hesitation in recommending him as a financial adviser who
gives sound honest advice. Recently he saved me $22,000 in my tax
bill by cleverly using the complex superannuation rules to my best
advantage.
I have been very happy with my Allocated Pensions over the years as
I have seen the balance steadily go up despite drawing about 6.5% per
annum as an income stream.
Sally Senior Smith
HNW Testimonial No. 5
I met Mathew Bohlsen approximately 15 months ago in his Financial
Advisor role for the Commonwealth Bank. When Matthew left the bank
to pursue his own company, High Net Worth, I had no hesitation in moving
my account with him.
Matthew’s recommendations have provided sound and financially
rewarding advice over the period of my investments. His continual support
and recommendations at our quarterly meetings have enabled me to stay
informed of what is happening in the managed funds markets and provided
me with a level of comfort in my portfolio.
I have found Matthew to be honest and trustworthy and would have absolutely
no hesitation in recommending him to my friends and colleagues in the
future.
Heather da Fonte
HNW Testimonial No. 6
Matthew Bohlsen has been my financial advisor since 2003 during which
time my portfolio has grown significantly as a direct result of his
expertise and favourable fee structure.
The knowledge and enthusiasm Matthew displays proves infectious and
his dedication to providing an excellent professional service can only
be described as unparalleled.
Matthew is the consummate financial advisor.
I have had no hesitation in recommending him as a financial advisor
to friends and business colleagues in the past and will continue to
do so unreservedly in the future.
Robert Hill
HNW Testimonial No. 7
I have known and worked with Matthew Bohlsen since 2004, and consider
him to be a reputable person who gives sound financial advice.
He has been my financial advisor since 2004 during which time he has
helped me make substantial returns by investing in markets that are underpriced,
and avoiding those that are overpriced.
HNW`s low fee structure and specialised advice makes it a much better
value-for money service than most financial companies, and I am happy with the level
of contact and regular reviews that I have received.
I have recommended Matthew Bohlsen as an advisor to friends and colleagues
and would not hesitate to do so in the future.
John Meyer, Frenchs Forest
HNW Testimonial No. 8
My wife & I count ourselves as most fortunate in that we by chance
were introduced to Mr. Bohlsen, some 6 years ago. Prior to that, across
four individual established finacial houses, we had experienced dissattisfaction
at the lack-lustre approach to our needed advice regarding the investment
of our finances.
From the outset, Mr. Bohlsen stood out in his attitude,
knowledge & detailed care shown in meeting our needs. It soon became
evident that his keen involvement & understanding of the financial
market & his personal attention to our individual needs, certainly
set him head & shoulders above the run of the mill others in his
field of expertise.
Whilst taking good note of our conservative financial
investment wishes, he still managed to steer our finances into markets
that resulted in handsome growth & worthy returns to us. Early
in our relationship, it became evident that he was carefully, constantly
studying the financial world's activity directions, perhaps moreso
than most other financial advisers within larger corporations; thus
his knowledge & resultant advice is always first class.
We are comfortabe
in recommending Mr. Bohlsen as a sound, safe & practical
Financial Advisor. He holds our total future financial security in his hands.
Sincerely,
John & Encar Henderson.
The Tie Man P/L
HNW Testimonial No. 9
For some eight years Matthew Bohlsen has been my financial adviser and during
that time his advise has been given only after much thought and discussion.
He is a relatively young man intent on giving mature advise based on his knowledge
of the financial market and the market forces that surround us every working
hour of each day.
It is my belief that he would at all times give much consideration
to the investment activities and he would always prefer investments to be
recommended that are underpriced and avoiding those that are overpriced. His
low fee structure
is commendable and whilst he is anxious to develop his client listing I believe
that he would always wish to be more than competitive and personal in the
years ahead.
My wife and I look forward to our ongoing discussions as to how
best
to achieve a maximum return for our secured investments and it is with
pleasure that I submit this testimonial.
Sincerely,
John Laforest
HNW Testimonial No. 10
I have known Mr Matthew Bohlsen for a period of five years in his capacity
of Licensed Financial Advisor.
Matthew has been my Financial Advisor for three
years. During this period he has helped me make substantial returns by investing
in markets that are underpriced and avoiding those that are overpriced.
Also,
Matthew has an excellent knowledge of the Taxation laws as they refer to Allocated
pension schemes and other financial matters that concerns the retired
members of our society.
I am satisfied with the level of contact and the regular
reviews I have received.
I believe that Mr. Matthew Bohlsen can be recommeded
as a Financial Advisor and is clearly superior to many of his contemporaries.
Neville
Volpe AASA
HNW Testimonial No. 11
Matthew Bohlsen, from High Net Worth Financial Advising became our financial
adviser in 2005, when he assisted us in setting up an income stream for our
retirement.
MatthewÁs ability to demystify the financial markets together with
his knowledge and experience as a financial adviser has proved invaluable.
His financial advice has ensured substantial returns on our initial investments.
We
have found Matthew to be both honest and trustworthy in his dealings with us
and have no hesitation in recommending his services to any family or friends
who are seeking financial advice.
High Net Worth Financial AdvisingÁs low fee
structure, high level of contact and regular reviews results in an excellent
value for money service.
John & Fay Sartori
HNW Testimonial No. 12
In early 2005 my husband was getting ready to retire, we were in need of financial
advice and a plan for our future needs. We were customers of the Commonwealth
bank and sought the advice of their financial planning service and were fortunate
to have Matthew Bohlsen at our local branch. When Matthew left the bank to
start his own business (High Net Worth) we had no hesitation in moving our
account with him.
MatthewsÁs advice has been sound, rewarding and profitable,
his personal service is exemplary.
We are pleased to recommend Matthew to
all who are in need of good sound honest financial advice.
Geoff and Jude Henderson