Precept Financial Services

Location :

28 Cheetham St, Kalgoorlie WA 6430
Added by Jopie, at 21 June 2019

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• Annie Graham

  14 June 2022

  I needed to get some financial help to prepare for retirement. I decided to go with Precept Financial Services and was contacted by Ashley Walz.
  
  Because Ash and I are geographically challenged we have communicated by mobile and emails.
  
  Ash rang me to have a chat to see what I would like to do going forward with my retirement. I found him very easy to communicate with, pleasant to talk to and genuinely interested in wanting to get the best outcome for my retirement.
  
  After a few telecons, Ash presented a thorough report outlining what I needed to have a comfortable retirement.
  
  I would definitely recommend Ash for any Financial advice needed.

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• Bev McMillan

  06 June 2022

  Ashley's advice has been instrumental in setting up our pre-retirement needs.
  He has good broad knowledge of financial options, and conveys information in a clear and precise manner. He is very professional, whilst being easily approachable.
  He makes himself available for any matters that arise, which is invaluable as a client. Contact by email and phone is always prompt.

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• Brooke Lawler

  02 November 2019

  Ashley and the team at Precept are fantastic. I'm always guaranteed to come away from my appointments with complete piece of mind, and trust in my personalised financial plan. A professional financial group that are knowledgeable, friendly and prompt. Highly recommend!

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• Heath Holton

  26 September 2019

  Will not hesitate to recommend family and friends to Ashley.
  
  I had some concerns that I required addressing and Ashley was able to find a solution within a reasonable time frame.
  
  If I have any queries in between now and when I'm due for an annual review I give Precept a call or email and Michelle or Ashley are happy to answer any query I may have.
  
  Now that my super and insurance is sorted I have one thing less to worry about

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• Candice Burgoyne

  28 June 2019

  Ashley understood my needs and I learnt alot more about what I need to do to set up a better future. I would happily reccomend Precept to friends and family.

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