Client Testimonials

We have many satisfied clients. Here is what a few clients said about our service:

“My wife is a recent arrival in Australia and, when we had to choose a retirement fund for her, we opted for an industry fund because of the low fees. I also considered switching my Wrap account into the same fund. However, this year my account has outperformed against her industry fund’s Balanced Fund. I believe this shows the advantage of having advice on choosing the specific funds you want to invest in, rather than settling for the fund’s default selection”.
Tony Button

"Dear Gavin

Thank you so much for your help and patience during the past few years. I have gradually moved into retirement and have made decisions and changes based on your advice. As I have only modest funds, good advice and decisions, and clearly set out fees, have been very important. Especially important during this process, two things I have highly valued, are that I have always received personal respect and have never been pressured. I am very pleased with the way things have worked out and feel both financially secure and confident about the future.

Cheers,
Melanie"
Melanie Gilmore

I felt I had to let you know how pleased I have been with the results of your recommendations. I seem to have money coming from all directions - that is unless my Macquarie CMT Portfolio Account is going haywire and giving me a false reading!!!

I want to thank you very much - I seem to have recouped the cost of my sister's pool as well - so isn't that nice??

Best regards and thanks
Marie”
Marie

"Thank you very much for the work you have put into the Statement of Advice for us. It's a very useful document for increasing our understanding and moving us towards a revised financial approach."
Brett Smout

"Thanks for all your patience this year - I know it took me a long time to get the financial plan into place, it finally happened thanks to you."
Geoff & Gina Kibblewhite

"While I visit Australia from Europe for my scientific profession a few times a year, I have twice been robbed of all my cash for my 2-3 week stays and the experiments, so I wanted to get a simple and safer account and cash card I could draw from to cover these expenses. CBC was extremely useful in first identifying a service which might eventually meet these needs, but which had so complicated rules that it just did not work despite 1 year of hassles. But above all CBC, and Mr Gavin Latz in particular, were very persistent and helpful in finding a better replacement, which worked!!! CBC really deserves recognition for their understanding of customer needs and their intermediation with other financial institutions! As this case proves, this applies to overseas clients as well!"
Prof L-F Pau , Europe

"(We come to Cartwright Brown & Co) To avoid entry fees! And hopefully pick up hints/knowledge from Count Reports, Quarterly Updates. I would recommend Count Wealth Accountants to my friends and family, as I believe that their reports, updates and advice are about as unbiased as is available."
Dr. Alvin Salmon

"Dear Gavin
Just a little note to thank you for your help in assisting us in our financial circumstances.We finally received a part pension recently and are aware of your concern to achieve the best for us and we are very grateful. Thank you."
Ed & Joan Winters

"To who it may concern
I have been a client of Cartwright Brown & Company since last decade and I cannot tell you how highly you have grown in my esteem since I have had recent dealings with Yolla Nohra.

In the past I just saw you as a faceless company who was interested in my money but not me. However, Yolla has changed all that and has been exceedingly human as well as amazingly professional in all our interactions.

I put this to paper (email) as when I first connected with her I actually asked for someone else as my initial impression was she too officious. I take back those thoughts and word and can now understand why the company is doing so well, you obviously have many Yolla's working for you. In the future I request that I deal with her in all matters."
Yours Sincerely
Leisa J. Johnson