To Whom It May Concern,

As an accountant in the eastern suburbs of Sydney, I help a great variety of people from tradesman, laborers etc to doctors and solicitors.

These days with the extensive tax laws, business activity statements, tax returns and advice required to help people in business, I believe the best accountant is someone who realizes their own strengths and weaknesses, and who works with specialists in particular areas.

Washington Green is one of the companies I confidently refer clients for specialist loan structures and particular investment vehicles. They are the experts in their particular field. Clients referred to Washington Green in the past have commented on the “seamless service” that they provide, where everything is explained and provided for, as and when required.

I will continue to refer clients to Washington Green who may require the specialized advice they can provide.

Yours Faithfully

J. Moore - Accountant

To Whom It May Concern,

Our financial planning business specialises in advising and assisting professional people to achieve their financial goals.  In providing a broad range of services to our clients we see it as very important that they also have access to experts in areas of finance and investing in which we do not specialize, or which fall outside the scope of our Australian Financial Services Licence. 

We have happily referred many clients to Washington Green as a company that provides efficient, hassle free service to our busy clients.  Washington Green’s research and expertise allows our clients to invest with confidence and saves the clients a lot of unnecessary running around.  Our clients are very happy with the outcome of their dealings with Washington Green.

We look forward to continuing to work with Washington Green in the future.

Yours Faithfully

J. Thurecht - Senior Financial Planner

Dear Sir,

I have been a client of my Financial Planner for over 10 years. He has looked after requirements I have had in relation to superannuation and other managed investments. Because of the extremely busy medical practice that I am involved with it is always difficult to spend time reviewing my personal finances.

Approximately 18 months ago my Financial Planner referred me to Washington Green for specific advice not available through his planning business. Washington Green were able to show me how to create additional investments through loan structures of which I was unaware. The benefits to my family & I were quite exciting and the impact on our lifestyle has been minimal.

 The service that Washington Green provided meant that every aspect of the process was managed by them. This enabled me to carry on my business without any hindrance and I know I would not have the investment today without their help.

Regards,
Dr G. Heise.

Dear Sir,

We realised we needed to review our financial position and examine ways for securing ourselves over the next 10-15 years to provide for the lifestyle we desired during retirement.  We were uncertain what changes would be made to our current lifestyle but we knew we had to do something to better our future.

We both earn good money but, taking into consideration our taxes and mortgage payments, we were unclear as to what our financial capacity might be.  Our finance broker referred us to Washington Green approximately 2 years ago.

Washington Green provided expert, professional and trustworthy advice, recommendations and support which have now resulted in our current investment portfolio while causing minimal affect to our current lifestyle.

We highly recommend Washington Green for experienced, trustworthy and professional investment guidance required to safely secure future interests.

Yours Faithfully
Anton & Stella Meyboom

To Whom It May Concern,

My wife and I were introduced to Washington Green by our financial planner who looks after our superannuation through my employer. We have subsequently become a great supporter of the business referring family and friends to Washington Green over the last 2-3 years. Washington Green showed us how to change our finances around and restructured them for us, enabling us to invest in areas that we did not know we were capable of.

We were no different to your average Australian family our age, in that we had limited knowledge on what we were capable of doing and did not think we could afford to do anything.

In a short period of time we have been able to set ourselves up for retirement, at the same time paying off our mortgage quicker than we thought possible. Washington Green assisted us in every facet of the changes and they are still there today reviewing our financial situation to ensure our success.

Yours Faithfully
Laurie & Jan Patching

Dear Sir,

My wife and I decided that we would like to retire over the next 10-12 years and travel both overseas and within Australia to visit our children who have now grown up. We realized that we will be short of income in retirement with the small amount of super and savings that we had.

After receiving varied professional advice before and an accountant who only did our tax returns each year, our finance broker referred us to Washington Green. We told Washington Green that we had little knowledge in the area and did not consider that we could afford to invest. Washington Green showed us a strategy, which was within our affordability. We are now looking at a far better outcome over the next 10 years than we previously thought possible.

We have been a client of Washington Green now for approximately 12 months and have been that happy with the service they have provided that our 26 year old daughter has become a client of Washington green and she is now investing in the Sydney property market 5 years before she thought possible.

Yours Faithfully
Colin & Brenda Thompson