HNW Testimonial No. 1

I have known Matthew Bohlsen since 2002 and have used him as my Financial Adviser since that time. His service has been very good, and the quarterly reviews have helped maintain my investments in the right areas. Whilst I am a conservative investor under Matthew my funds have grown from around $3.5 million to around $6 million, and I highly recommend his services.
He does not push me into any decisions but merely guides me and I make the final decision, so I do feel in control of my funds.
He was especially skilled by avoiding International and USA shares in 2001-03, and again residential property after it peaked in 2003, and his in depth knowledge of markets and approach of avoiding overvalued assets are first class.
I recommend his services to anyone seeking sound financial advice at a reasonable price.

Name Withheld

HNW Testimonial No. 2

I have known and worked with Matthew Bohlsen since 2004, and consider him to be a reputable person who gives sound financial advice.
He has been my financial advisor since 2004 during which time he has helped me make substantial returns by investing in markets that are underpriced, and avoiding those that are overpriced.
HNW’s low fee structure and specialised advice makes it a much better value-for-money service that most financial advising companies, and I am happy with the level of contact and regular reviews that I have received.
I have recommended Matthew Bohlsen as an advisor to friends and colleagues and would not hesitate to do so in the future.

Adrian Korbel

HNW Testimonial No. 3

I have known Matthew Bohlsen for something over 3 years.
He has been my financial advisor since 2004 during which time he has helped me make substantial returns by investing in markets that are underpriced, and avoiding those that are overpriced.
Matthews companies low fee structure and specialised advice makes it a much better value-for-money service that most financial advising companies. Matthew is always there if i have a question about our investments. I believe it beneficial to have regular reviews where Matthew explains his reasoning for any changes he advises.
I have recommended Matthew Bohlsen as an advisor to friends and would not hesitate to do so in the future.

Michael and Maria Longthorn.

HNW Testimonial No. 4

Matthew Bohlsen has been my financial adviser since 2001.
I have no hesitation in recommending him as a financial adviser who gives sound honest advice. Recently he saved me $22,000 in my tax bill by cleverly using the complex superannuation rules to my best advantage.
I have been very happy with my Allocated Pensions over the years as I have seen the balance steadily go up despite drawing about 6.5% per annum as an income stream.

Sally Senior Smith

HNW Testimonial No. 5

I met Mathew Bohlsen approximately 15 months ago in his Financial Advisor role for the Commonwealth Bank. When Matthew left the bank to pursue his own company, High Net Worth, I had no hesitation in moving my account with him.
Matthew’s recommendations have provided sound and financially rewarding advice over the period of my investments. His continual support and recommendations at our quarterly meetings have enabled me to stay informed of what is happening in the managed funds markets and provided me with a level of comfort in my portfolio.
I have found Matthew to be honest and trustworthy and would have absolutely no hesitation in recommending him to my friends and colleagues in the future.

Heather da Fonte

HNW Testimonial No. 6

Matthew Bohlsen has been my financial advisor since 2003 during which time my portfolio has grown significantly as a direct result of his expertise and favourable fee structure.

The knowledge and enthusiasm Matthew displays proves infectious and his dedication to providing an excellent professional service can only be described as unparalleled.

Matthew is the consummate financial advisor.

I have had no hesitation in recommending him as a financial advisor to friends and business colleagues in the past and will continue to do so unreservedly in the future.

Robert Hill

HNW Testimonial No. 7

I have known and worked with Matthew Bohlsen since 2004, and consider him to be a reputable person who gives sound financial advice.
He has been my financial advisor since 2004 during which time he has helped me make substantial returns by investing in markets that are underpriced, and avoiding those that are overpriced.
HNW`s low fee structure and specialised advice makes it a much better value-for money service than most financial companies, and I am happy with the level of contact and regular reviews that I have received.
I have recommended Matthew Bohlsen as an advisor to friends and colleagues and would not hesitate to do so in the future.

John Meyer, Frenchs Forest

HNW Testimonial No. 8

My wife & I count ourselves as most fortunate in that we by chance were introduced to Mr. Bohlsen, some 6 years ago. Prior to that, across four individual established finacial houses, we had experienced dissattisfaction at the lack-lustre approach to our needed advice regarding the investment of our finances.
From the outset, Mr. Bohlsen stood out in his attitude, knowledge & detailed care shown in meeting our needs. It soon became evident that his keen involvement & understanding of the financial market & his personal attention to our individual needs, certainly set him head & shoulders above the run of the mill others in his field of expertise.
Whilst taking good note of our conservative financial investment wishes, he still managed to steer our finances into markets that resulted in handsome growth & worthy returns to us. Early in our relationship, it became evident that he was carefully, constantly studying the financial world's activity directions, perhaps moreso than most other financial advisers within larger corporations; thus his knowledge & resultant advice is always first class.
We are comfortabe in recommending Mr. Bohlsen as a sound, safe & practical Financial Advisor. He holds our total future financial security in his hands.
Sincerely,
John & Encar Henderson.
The Tie Man P/L

HNW Testimonial No. 9

For some eight years Matthew Bohlsen has been my financial adviser and during that time his advise has been given only after much thought and discussion. He is a relatively young man intent on giving mature advise based on his knowledge of the financial market and the market forces that surround us every working hour of each day.

It is my belief that he would at all times give much consideration to the investment activities and he would always prefer investments to be recommended that are underpriced and avoiding those that are overpriced. His low fee structure is commendable and whilst he is anxious to develop his client listing I believe that he would always wish to be more than competitive and personal in the years ahead.

My wife and I look forward to our ongoing discussions as to how best to achieve a maximum return for our secured investments and it is with pleasure that I submit this testimonial.

Sincerely,
John Laforest

HNW Testimonial No. 10

I have known Mr Matthew Bohlsen for a period of five years in his capacity of Licensed Financial Advisor.
Matthew has been my Financial Advisor for three years. During this period he has helped me make substantial returns by investing in markets that are underpriced and avoiding those that are overpriced.
Also, Matthew has an excellent knowledge of the Taxation laws as they refer to Allocated pension schemes and other financial matters that concerns the retired members of our society.
I am satisfied with the level of contact and the regular reviews I have received.
I believe that Mr. Matthew Bohlsen can be recommeded as a Financial Advisor and is clearly superior to many of his contemporaries.

Neville Volpe AASA

HNW Testimonial No. 11

Matthew Bohlsen, from High Net Worth Financial Advising became our financial adviser in 2005, when he assisted us in setting up an income stream for our retirement.
MatthewÁs ability to demystify the financial markets together with his knowledge and experience as a financial adviser has proved invaluable. His financial advice has ensured substantial returns on our initial investments.
We have found Matthew to be both honest and trustworthy in his dealings with us and have no hesitation in recommending his services to any family or friends who are seeking financial advice.
High Net Worth Financial AdvisingÁs low fee structure, high level of contact and regular reviews results in an excellent value for money service.

John & Fay Sartori

HNW Testimonial No. 12

In early 2005 my husband was getting ready to retire, we were in need of financial advice and a plan for our future needs. We were customers of the Commonwealth bank and sought the advice of their financial planning service and were fortunate to have Matthew Bohlsen at our local branch. When Matthew left the bank to start his own business (High Net Worth) we had no hesitation in moving our account with him.
MatthewsÁs advice has been sound, rewarding and profitable, his personal service is exemplary.
We are pleased to recommend Matthew to all who are in need of good sound honest financial advice.

Geoff and Jude Henderson

 

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