Client Testimonials |
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Our clients' success is our top priority.
We pride ourselves on providing financial planning advice tailored to our clients' specific needs. But don't just take our word for it - read what our clients have to say about their experiences working with us and how we've helped them. |
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Our first interaction with Red Diamond Wealth was in mid 2023. We were in need of financial guidance as a result of me changing jobs and lifestyle. We had never had financial advice as I had always believed it was unnecessary and a sign of individual incompetence at not managing your personal finances.
Well, I honestly couldn’t have been more wrong on all aspects of my thoughts. We met with Michelle, she asked us about our situation, our lifestyle, goals and where we want to be in 5 and 10 years and what we want to have in retirement. We provided her all the necessary finances and between us we came up with the strategy to meet these goals. We have been so impressed with the service provided by Red Diamond, that we have remained customers and since brought our tax returns to them after many years with another accountant. The service offered is individual and tailored exactly to meet your needs, they listen and offer guidance and alternatives to ensure that the products offered are value for money and meet your needs. Their fees are highly competitive and value for money. In addition, you are treated as a valued client and when you need them, they are always only too happy to assist with any questions or queries I have. I can’t recommend them enough to anyone who is thinking of getting financial advice. Aaron, South Ripley |
Michelle Jones from Red Diamond Wealth always demonstrates strong communication.
She engages her clients to ensure that information is not misunderstood, providing vital information that can easily be missed and is the cornerstone of building trust. Her communication skills foster an environment of transparency, respect, and mutual understanding, leading to stronger relationships and higher trust. Janette, Raceview We can highly recommend Michelle Jones from Red Diamond. Michelle helped us through a difficult time in our lives dealing with an unexpected health event.
Michelle helped us navigate our Income Protection, forward planning and eventually an early retirement. All our questions were answered and calls returned promptly. Everyone at Red Diamond are a pleasure to deal with, nothing is ever too much trouble. Donna, Newtown |