Preserve Wealth. Reduce Tax. Retire with Confidence.

Wade left no stone unturned when seeking out valuable options for my loan. He regularly kept me updated on the planning, process, and progress.

Communication was exceptional and made you feel like you are the only client he works for.

He continues to check in often, showing his legitimate and genuine care for his clients. I highly recommend Wade and his team.

Over the past 8 years we have been with Wade, we have received extensive professional advice that has helped us plan and achieve multiple family goals.

It's imperative for us to have trust in the person providing advice about our future; Wade has never let us down, always steering us in the right direction.

I have known Wade and his business since 2018, and at that time, one of our needs was to refinance our mortgage to a more competitive interest rate as we were with a 2^nd tier lender paying higher interest rates & mortgage repayments, with Wade’s knowledge he found a better interest rate (not the best in the market, yet!) he worked with us on providing a debt management plan and we immediately started to get on top of our mortgage and make extra repayments.

Moving forward 2 years and it was time to review our financial situation, and our hard work of sticking to the debt plan has paid off, with us refinancing with a major lender and the lowest interest rate we have ever had.

Most importantly, within the last 2 years, Wade regularly touched base with us regarding our financial situation and supported us to stay on track as it will benefit our long-term benefit.

We highly recommend Wade for financial services as he is enthusiastic and knows the business.

I have been using Wade from Community Financial Services to ensure the sustainability and enable the successful growth of my business since its inception seven years ago.
Wade has offered me valuable and relevant advice and I believe it is a partnership that will continue for years to come.

Wade goes above and beyond to service a business and personal financial needs and I would highly recommend Community Financial Services to anyone who needs truly knowledgeable and professional financial advice and business strategists to place them well into the future.

I would like to thank you for all your assistance recently with the various insurance and superannuation changes and upgrades for myself and my wife Fran. You have been exemplary with your persistence and follow up,  and you kept us informed regularly as to how this very complicated process was progressing.

Your professionalism and understanding has been much appreciated and we will have no problem in recommending yourself and your company to others for their insurance and Superannuation needs in the future.

Thanks again.

As my retirement has drawn closer I have felt the need to reassess my future financial needs. This was complicated but since joining Community Financial Services the prospect of retirement is less daunting, I believe my future financial outlook is more secure, thanks to Wade’s helpful advice.

Wade is help me with my superannuation and as also put in place 2 10 year insurance bonds for my grandchildren’s education. I find him very informative and we catch up on a regular basis.

This is awesome news of his recent accolade and is a great reward for effort.

Hi Wade

On behalf of everyone at Community FS;   Congratulations on winning
AMP National New Adviser of the Year.

From day one you have been committed and have worked tirelessly in making this venture for you and your family successful. You deserve every accolade that comes your way. The Practice, as a whole feels very proud on your achievement. Well done, take a bow.

Regards

Good morning Wade

Congratulations for your recognition and pass on my best wishes for the remainder of the selection process.

Having personally seen the nominations for Victoria, I can assure you that your selection was achieved against a high number and high quality submissions and something that you should be very proud of.

THATS AMAZING!!! 

 I am so proud of you! Congratulations, it is so well deserved. 

 I love working with you and can't wait to see how you continue to grow over the next few years! 

Well done. I'll have a drink for you to celebrate!

Congratulations Wade,

You should be very proud of all you have achieved and this award recognition is great reward for your efforts.

Well done.

We approached Wade to help us future-proof our financial needs. He went above & beyond to assist us through the stages of refinancing & achieve the financial goals we are confidently moving forward with.

Wade made the process easier to understand, filled with professionalism & upfront knowledge we feel beneficial for undertaking his services."

I have nothing but praise for you, Wade and your team. You made the frustrating experience of re-financing in the middle of Covid so much easier. As mature clients, we did not think it was possible to refinance due to our age; however, the downsize strategy you provided the lender made it possible.

You went above and beyond to help in all aspects. Thank you, Wade.

We were referred to Wade by our accountant. Entering into a reverse mortgage is not something we anticipated at our age; however, Wade provided a strategy for our family to combat the compounding interest of a loan while achieving our goals and supporting our estate planning requirements.

We are very grateful and wholeheartedly recommend Wade to any families whose parents require assistance to increase their age pension and create greater financial freedom.