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Our Practice is committed to providing professional, outstanding service to our clients in all facets of financial services. We are also committed to our continued work with the Cancer Council to assist their patients in times of need.
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Meet our team
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Rick Jaksch
Principal
Having been in the industry for over 25 years, I have the experience to guide you…
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Testimonials
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Thank you for your help with our claim
by Vikki and Anthony |
Reservoir
Dear Rick,
We would both like to thank you for the amount of help you provided us through this process. It has helped us so much especially for the future. Without you and your efforts, none of this would have been possible. Thank you once again.
Vikki and Tony
Michelle's heart-felt thanks
by Michelle |
Albert Park
To all at Hillross Albert Park,
I would like to thank you for all your help in assisting me with my late husband’s superannuation funds. I realise that all this has been done without charge and I am extremely grateful.
Michelle B
Bree enjoys our newsletters!
by Bree |
Glen Waverley
Dear Rick,
I thank you for your latest newsletter. I’m always very favourably impressed by the information I receive from you; sometimes just enjoyably amusing but always its seems to me, relevant and appropriate.
Even when I’m slack about acting on your advice for lots of self excusing reasons, I truly appreciate your advice and attention to my interests now and over the years.
Yours sincerely,
Bree C
Our recent education day was a success
by Jonathan |
Carrum Downs
Dear Rick,
Thank you for your time and input at our information session in Sydney last Tuesday. You certainly made an impact with our people, they couldn’t help but be impressed.
There still remains some work to do that well cover off your client value and service proposition work.
I look forward to seeing you again very soon.
Thanks again.
Jonathan
Noel's letter
by Noel |
Beaumaris
Dear Rick,
I’m writing to thank you for the time you have afforded me in the processing of necessary documents relating to the withdrawal of funds in my account. This is very much appreciated and your kindness and understanding will certainly not be forgotten.
Further to this, I also thank Liz for her extemely professional and helpful approach in attending to my requirements.
Yours sincerely,
Noel
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