I have been client of Ray’s for a number of years now. Ray is a very professional financial planner who is current in his knowledge of global market trends and financial products. He is diligent in managing my account and his timely advice and strategies have been of great assistance in ensuring that I gain maximum benefit from my investment. I will, as a measure of confidence in Ray’s abilities to professionally manage my situation, continue to use his services. I have no hesitation in recommending Ray’s services to others.
Ray Ong has given me sound and understandable advice on my investments. I have found the service he has offered to be prompt when I have phoned and at the annual review, never rushed. I would highly recommend him as a financial adviser to other retirees and younger adults
It was during 2009 when my wife and I first consulted with Ray Ong from Godfrey Pembroke. At the time my wife was 55 years old and I was 60 years and we had recently immigrated to Australia. During the past four years Ray’s guidance and advice has enabled us to make considerable savings and has also reduced our tax commitments significantly. Ray’s service has been excellent throughout this period and any query has been promptly dealt with to our entire satisfaction.
We have no hesitation in recommending Ray as a financial consultant especially in the field of retirement planning.
W & D
We have had our financial affairs managed by the professional team of advisers at Wise FP Pty Ltd since 2000. This long association encompassed our final years of employment, leading to the critical need to establish a suitable superannuation structure to fund our retirement, which commenced in 2005.
In 2006 Ray took a more direct role in overseeing the ongoing management of our superannuation funds. Over the past seven years we have valued his polite and courteous response to our numerous demands for ongoing advice and clarification. More particularly, he has consistently proved himself to be a very capable professional possessing an impressively wide knowledge of the entire spectrum of financial planning matters. Ray has always provided us with accurate, reliable and objective advice, ensuring we have the ongoing financial security needed to attain our retirement goals.
We commend Ray for his diligence in this regard and are delighted to provide him with this very genuine testimonial. We have no hesitation in recommending his services to others who are seeking a trouble free and secure retirement.
B & J
Please forgive us, we had meant to write quite some time ago to say how much we have appreciated all your kind and helpful advice to us over the years. As usual, all the busy-ness of being retired has swallowed our time and made us neglect the letter we meant to have written to you long ago.
Thank you for the trouble you have taken; you have always been meticulously prepared for your regular meetings with us and have dealt speedily and willingly with any special and particular matters on which we have sought advice and help from you. We have also enjoyed the personal warmth of your relationship with us.
The results of your advice on our investments and the actions we should take have confirmed to us wisdom of your judgment and made us fully confident in continuing to seek your help in the future.
Many thanks for all you have done for us.
Letter from A & H
Ray exceeded my expectations at many levels. I am happy with the service provided and I have been referring friends to Ray.
Thank you for the trouble you have taken; you have always been meticulously prepared for your regular meetings with us and have dealt speedily and willingly with any special and particular matters on which we have sought advice and help from you. We have also enjoyed the personal warmth of your relationship with us. The results of your advice on our investments and the actions we should take have confirmed to us wisdom of your judgment and made us fully confident in continuing to seek your help in the future.
Mr & Mrs McGregor
Ray Ong has been advising my wife and I on our financial investments for a number of years. We have always found Ray to have a good understanding of the financial system, he always kept us well informed with regular communication and he always made himself available whenever we had the need to talk to him on any matter. During the recent global downturn, which was a very worrying time for us, we always felt comfortable and reassured with his advice on the ever changing markets and we will always be grateful to him during this time.
MR & MRS SIMONS
Getting the right adviser is the first and most important step to getting the right plan/product/insurance. Very happy with his ongoing service and professionalism
Ray had a professional approach to his advice in regards to our financial planning needs especially in the area of insurance. He was very diligent to get to know our needs that led to a plan on the insurance cover which suited us the best. Therefore, it left us very assured that we are fully covered if our family circumstances changes overnight .