R & H Advice and Wealth Management

5.0
based on 2 reviews

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2 reviews about R & H Advice and Wealth Management

verified email - 26 Aug 2022

I met Qasim, approx’ 15 years ago. At the time, he was an investment adviser, with The Commonwealth Bank of Australia. I was looking for investment options and it was suggested, I speak with Qasim. At the time, I was in a Superannuation fund, that performed poorly. And wasn’t making any contributions (superannuation was never properly explained to me). Qasim explained it to me (properly) and made some recommendations. And by that stage, Superannuation laws had changed a bit, since Paul Keating’s time as PM. I changed funds and started making co-contributions . With his help, I was able to retire early

verified email - 26 Aug 2022

For over 6 years I have been working with Qasim as my financial advisor.
It has been a rewarding experience; we have met the goals we agreed on to manage my portfolio on an annual basis. Where external matters have arisen, he has assisted with change and I appreciate his advice on an ongoing basis.

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