“We have known Graham professionally for more than 10 years, and have found his help with the establishment and ongoing management of all our financial assets absolutely invaluable. Graham and his colleagues have always worked to take our goals and needs into account and to ensure we are well informed as to the implications of the work we have undertaken together. We place a significant amount of trust in Graham and the staff at Statewide Advice, and this trust has been repaid with all the success we hoped for.”
“We have collaborated with Graham Jay at Statewide for over 20 years and since then, we have benefited from his passion to teach us how to be financially self-sufficient. Throughout this whole period, Graham has advised, guided and mentored us in regard to making sound financial decisions based on facts, that supported us in building our personal wealth.
He always takes the time to make sure we fully understand his advice so that we can make fully informed decisions on the options we could take going forward. Now that we are nearing retirement, we are again going through another learning phase in our life and we continue to use the services of Graham and now his business partner, Paul Wratten, for continuing financial advice, for our property portfolio and SMSF as fully self-funded retirees.
Graham and Paul take all the hard work out of investing, you just need to make the decisions.”
“We have been very fortunate for many years to have Graham Jay provide a comprehensive plan to secure our financial future. Graham has responded to our needs by applying his expertise, knowledge and guidance to produce a highly successful detailed plan, in a friendly, professional manner. We have found Graham's integrity and knowledge invaluable and value his ongoing communications, tailored solutions and regular reviewing of our portfolio. As we move into retirement, we are grateful Graham has contributed to our secure frame of mind. We would highly recommend Graham as an excellent financial adviser.”
“We are very happy with the advice and service that Graham has given us over the past six years. Unlike our previous financial adviser Graham took everything into consideration about our situation and listened to what we hoped to do and achieve. Then he devised a plan which we have followed.
We have met annually (or more if necessary) and spoken on the phone whenever it was required. Graham has been very accessible, pleasant and a good communicator.”
“Our accountant suggested that we try Graham, when we were dissatisfied with our previous financial advisor. The difference was astounding. First Graham took details, not only of our financial situation, but also our plans for the future. He was able to draft plans, both for the short term, and to past retirement. Over the past six years, the strategies have been adjusted in line with the changes in our lifestyle. It has been an exciting time, with Graham advising us and working with us along the way and implementing the strategies in a timely manner. We have been very happy with our association with Graham and would have no hesitation recommending him.”