Nextgen Wealth Solutions

5.0
based on 1 review

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1 review about Nextgen Wealth Solutions

verified email - 30 Jul 2012

I had a few superannuation accounts that I wanted to put together and my accountant said to see these guys. I brought all my papers along and Liam went throught them and asked some background details before giving me an estimate of the costs and also showed me how I could do it myself if I wanted. Not my idea of fun so I used them to prepare a report and do the paperwork. He also removed all the entry fees and reviewed my insurance so I ended up saving more than I paid them and I have signed them as my advisers. I'm not a big client but I got the feeling these people will treat me just as good as anyone. Probably not the cheapest but worth the cost.

Approximate cost: $1320.00

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