In recent decades, Alex Kiss has served as my financial adviser following a meeting through my relevant bank. I can say categorically that my professional association with Alex has been a marvellous and successful one. This is largely based on important positive financial outcomes as well as from an educational and learning perspective.
Alex established an excellent meeting structure involving regular reviews of the recommended investment outcomes and strategies to maximise predicted changes to the market and monetary fluctuations. The regular face to face meetings have been a highlight of our professional relationship. The outcome has been excellent results from the investments, reflecting the knowledge and written advice of our adviser. Alex is always available for any financial matters including market information and advice – he is very conscientious and pleasant.
Our financial outcomes continue to meet our objective of steady, safe growth since Alex has taken responsibility for my portfolio, so we are happy for him to continue to manage the program. Alex is mindful of the safety of my investments, which is very pleasing for me.
Alex is knowledgeable and obviously understands his area of interest and practice. He generates confidence for his clients and understands our concerns and objectives which he incorporates into his reports and investment recommendations. Alex has an excellent communication style and discussing investment planning (including personal aspects) with him is straightforward and comfortable. He generates purpose and confidence for us which is evident by the good financial outcomes we achieve.
Mr and Mrs J and J Murtagh
My wife and I have known Alex Kiss since the early 1990s – he was introduced to us as a person with a good understanding of finance, especially superannuation before and after retirement.
From the outset he understood what we wanted and what we needed. He has listened to our thoughts and put into place what would be best for our lifestyle. He has always kept a close eye on our finances to ensure we can achieve what we want and need in our later years. At all times he has clearly stated what is best for us and covered off on what we can obtain via the Age Pension, even to the extent that he has submitted all the information required to satisfy Government requirements.
To date, Alex has ensured that our financial needs and realistic wants are met, to allow us both to achieve a good lifestyle. We are most thankful for Alex’s service so far and are confident the future looks bright.
Mr and Mrs S and R McElveney
We have worked with Alex Kiss as our financial adviser over many years, firstly in his role in the banking industry and then again with Alex when he started “Finvisory Financial Planning Professionals”.
We made this transition to Alex’s new company without hesitation due to the valued service he had provided us previously.
Since the transition to Finvisory we have had a wonderful working experience with Alex, one of outstanding service, advice and wealth improvement. This has included an increased ability to outline our needs during retirement and the ability to minimise the superannuation drawdown against our portfolio and working with Centrelink.
Our meetings have been via video conferencing and face to face and have been comprehensive in terms of covering goal setting, risk profiling and investment recommendations to meet our projected outcomes.
Our children also engage Alex for advice and our grandchildren have sought his direction too.
Mr and Mrs T and S Bryant
My first impression of Alex in my meeting with him was trustworthiness and a feeling of ease and comfort. I have known Alex from his time with CBA as a Financial Adviser and when Alex decided to set up his own startup, I had no hesitation in allowing him to continue to look after my Super.
It’s every retiree’s fear that your superannuation money will run out but with Alex, it’s a feeling of comfort and knowing that my money is in good hands.
I would highly recommend Alex – his knowledge and expertise have been invaluable in assisting me with managing my Super and knowing that Alex has tailored his advice to meet my goals and circumstances is important, especially in a volatile market that could turn at any minute. Bearing this in mind, never at any time, did Alex push me into taking higher risk investments. Thank you Alex.
Ms S Hendricks
Alex has been my adviser for 20 years. I have complete trust in his advice and mentoring. He has developed my portfolio so that I have increased my earnings and my savings; and for several years I have been in a sound financial position thanks to Alex. He is always ready to respond to my queries and returns my emails and texts promptly. I have complete trust in his integrity and professionalism, so much so, that he now advises my daughter and son in law!
Mrs J Stagg
Alex Kiss has been our financial adviser for the past five years or so and in that time has successfully guided our finances to meet our stated needs. We are well into retirement and our main aim is to protect what we have in the hope we will live to a ripe old age and be sufficiently comfortable to enjoy the journey. Everything that Alex has recommended has addressed those aims and he is always there when we have questions regarding the seemingly endless government changes to rules that could potentially impact our retirement strategies. Working with Alex is most reassuring and we have no real financial concerns.
Mr and Mrs R and R Cracknell
