O'Donnell Kerr have taken the stress out of our approach to retirement by providing expert friendly advice and professional services. They have paid attention to our needs and financial circumstances and have tailored their recommendations to suit. They have stepped us through the process very smoothly. We have used O'Donnell Kerr's services for some years now, and have had no hesitation in recommending them to others.
Tony & Lana Little - Chillagoe
In today's very fast paced environment where customer service seems to be a thing of the past, it was wonderful to find a financial firm that truly values their clients and puts the needs of the clients first. From that very first meeting in 2013, I was impressed with the professional service and financial acumen offered and how this was tailored to suit the needs of our family. Following the passing of my husband in 2014, I was extremely grateful for the assistance and guidance of Jason and the team during this time, to help me navigate the plethora of paperwork and other issues that needed to be completed. It was due to Jason's thoroughness that I was able to claim a substantial extra allowance, which otherwise would have gone unnoticed. I value the regular update meetings throughout the year to review my ongoing financial needs and this also allows for any issues or queries I have, to be discussed and explained in detail. I would have no hesitation in highly recommending O'Donnell Kerr Financial Planners to anyone wishing to seek reliable and sound advice - delivered with integrity - to secure their financial future.
Maureen Worthy
Worthy Secretarial Services - Carseldine, Brisbane
I became a client of O'Donnell Kerr many years prior to my retirement and found them to be extremely efficient and professional during my "transition to retirement" phase. Since my retirement some four years ago their ongoing advice and guidance in all financial matters has been excellent removing all the stress that comes with monitoring and adjusting my financial situation.
Paddy Doyle - Clifton Beach
We decided to transfer our superannuation to O'Donnell Kerr after attending a presentation at a professional seminar. There was no 'pressure sell' and we completed a risk analysis which helped plan the balance of our investments according to the risk with which we felt comfortable. We receive weekly updates and advice regarding our share market investments and can discuss our property and cash investment strategies at quarterly meetings. The fees we pay are commensurate with the level of contact and personalised service available. O'Donnell Kerr have also guided our funds through changing government rules and have helped with estate planning strategies. It is good to deal with local people who are here for the long term and are honest and transparent about expectations of returns each financial year. They are careful with our funds and certainly do a much better job than we could manage on our own.
Allen & Julie Camp - Atherton
Four years ago we sought the services of O'Donnell Kerr Financial Planners to advise us on planning for our financial security in retirement. This has been achieved in a very professional and efficient manner putting us totally at ease. We have been more than happy to recommend them to family and friends and will continue to do so.
Michael & Narelle Hanrahan - Cairns
It's a pleasure to acknowledge O'Donnell Kerr who established for us a successful portfolio that has enabled us to enjoy our retirement. We have at all times found them willing and able to assist us with our Centrelink enquiries and other pertinent matter that arise. There are regular portfolio and strategic reviews with a full summary of investment income which we find very helpful. We are confident in recommending O'Donnell Kerr for all financial matters.
Lionel & Vivienne Van Dorssen - Cairns
O'Donnell Kerr was a great help in providing clarity and certainty as we approached and entered retirement. We leave our meetings together with a weight lifted from our shoulders knowing that the decisions made are informed and appropriate.
C and K Vandyke - Clifton Beach