Testimonials
Read some of the feedback received from clients.I have been extremely happy with the how my wealth has been looked after and managed by Joel since choosing to use him as my advisor. His advice has made a huge difference to my future and now I am now much more comfortable that I will be able to retire earlier than I would have before. Thank you.
Having used various wealth managers and advisors over the years, none have been close to what they have been able to do for me at Origin Wealth Management. In a short amount of time they have saved me tax, grown my overall wealth and given me the financial freedom that I have been looking for. After...
After receiving a large amount of money, I needed to ensure I had it invested properly for my future rather than sitting in the bank. Joel and the Private Client team were very professional and explained everything in easy to understand format, overall it has even surpassed my expectations and I wou...
I initially spoke to Joel to see if my investments were doing as well as they should be with my advisor at the time. During our conversations, it was clear they hadn’t been. After seeing Joel’s proposition, it was an easy decision to move my funds for him to look after. So far, I have been very plea...
We inherited some money and wanted to know what the best thing to do with it would be, as well as review our pensions. The advice we received from Joel was invaluable, and we were more than happy to trust him with our financial affairs.
Joel has been extremely helpful in sorting our finances over the last 3 years.
We inherited some money and were looking at how best to invest it for our future. Joel was amazing and quickly worked out the best products for us. Joel kept us updated and we’re really happy with the service and performance.
