We’ve been clients of Don Jeffers since 1995. Initially we needed someone to help us invest some of the funds from my mother’s estate. In 2002 Don helped us to set up our superannuation funds which he monitored for us over the years. I certainly believe that Don has helped us increase our financial security.

One thing I particularly appreciate is that Don is very accessible. I can call him any time. I certainly have asked him curly questions over the years and he’s always answered them promptly and efficiently – in my view this is a real asset of working with him.

I also appreciate that Don sends us quarterly reports to let us know where we stand and what is happening with our investments. There is no doubt in my mind that Don has his clients’ best interests at heart.

I am more than happy to rate him at a 9 out of 10, and I would recommend Don as a financial adviser to anyone.

My late husband and I have been clients of Don Jeffers for 20 years or so. He’s changed employers and ultimately opened his own practice. We’ve remained clients throughout all these changes. We are very happy with the level of care, customer service and results Don has achieved for us over the years.

Our financial security, we believe is due to the advice and recommendations that Don has made. We’ve implemented 90% or so of his advice. My husband was a very conservative investor, but at some stage we did take the plunge and “loosened the reigns a bit” – I’m very pleased to say that it did pay off for us.

Don’s an excellent communicator and he keeps us informed. I feel he’s very proactive and ensures that if a particular investment is underperforming we move the money into better performing funds. Don provides us with a quarterly report, and although there is a lot of information to go through, ensures that I am up to date with how my investments are travelling.

Don really does have my best interest at heart; I have no doubts about that. I would recommend Don to anyone who feels that they need help with their investments

Yosha has turned my fear of seeking financial advice into something I positively look forward to! We are building something together and as well as feeling that the investments are secure and robust, it’s exciting!!

Thank you so much Jonathan for spending so much time and research in helping us with our financial situation we appreciate the extra time you spend answering all of our questions, you have eased our minds and worries. You have given us guidance and direction to build our wealth and put protection in place for our children. We sincerely appreciate all your work, your honesty and integrity.

I am forever grateful for the care taken by our PWS Advisers, who have helped our family immensely over the past few months. When my husband was considering reducing or cancelling his life insurance due to the rising costs, it was PWS who gave us the valuable and logical advice that, at his age and stage of health, the policy is now in his favour – not the insurers. 

Little did we know that within 6 months of receiving that advice, we would need to claim on that policy. 

Having Advisers who took the stress out of the claims process by assisting with the paperwork, and proactively advancing the claim with the insurer resulted in a trouble-free claim payment with a turnaround time which exceeded my expectations. At a time of great overwhelm and grief, I felt so comforted when our PWS Advisers liaised also with our family Solicitor and Accountant, allowing me to do only that which was essential for me to be involved in, and giving me more time to spend with my family.

The support our PWS Advisers have shown, guiding me to understand my position and investments and explaining everything so simply, now empowers me to feel secure about the future.

As a family, we are confident that our PWS Advisers will excel at stewarding the parting gift my late husband has left – the rewards of a lifetime of hard work providing for his family and foresight to purchase life insurance, forever reminding us of how much we were loved and protected.