We have really been impressed with Convergence Wealth and the advice they have provided us. They ask probing questions to understand our needs and it’s clear they are most concerned with providing effective pesonalised solutions, not just products. They have also been proactive as our situation changes, keeping us informed of new options and providers as they become available. Lastly, they have been very flexible and accommodating with our hectic schedule which is much appreciated.
I’ve known Bas Jammal for close to 15 years. He has always been a true professional - reliable, totally trustworthy, steady and a good friend. I deeply value his advice, which has been carefully considered, well informed and accurate - and I’ve found that if I follow his advice, my investments have generally flourished. I have also had the pleasure of getting to know Louisa Jammal much better over the last few years - Louisa was an absolute whizz at restructuring my husband and my insurances (life, income protection, etc). She made it understandable, easy and so much cheaper!
I’ve had a long standing relartionship with Convergence Wealth in regard to management of my superannuation fund and personal insurance requirements.Over that time, I have come to highly value their attention to my particular needs and the quality of their advice and prompt efficient service. They manage to strike the right balance between big enough to access a wide range of financial products and small enough to focus on their clients.
Convergence Wealth has been great for our family. Their team is dedicated to understanding what our personal needs are and they have always been helpful and friendly. They go out of their way to accommodate and assist us which has made the tedious but necessary task of organising our finances and insurances so much easier. We value their service and will continue to recommend them to family and friends.
Convergence Wealth has helped us enormously over the past couple of years. As busy executives, my husband and I rely on their specialist knowledge and attention to detail to keep us focused on our long term financial goals - including providing for our childrens’ education and our comfortable retirement in 8 years time. Although one of us has had a number of health issues, Convergence Wealth has worked with the various insurers to obtain best of breed and competitive insurance for us - something we could not have achieved on our own. Louisa recently reviewed all of our insurances and for less cost we now have better cover which gives our family peace of mind. Convergence Wealth sorts through the noise and filters the maze of information out there into what matters to us and our personal situation. I would not hesitate to recommend Convergence Wealth to anyone who is looking for a trusted adviser.
Bas & Louisa at Convergence Wealth have been looking after me for a number of years now. They have been exemplary in their advice, and at all times have been true professionals with a high level of integrity. I have finally seen growth in my superannuation because of their personal attention and dedication to my investments. They are always accessible when I need them.
Like so many others, I had been unhappy for some time with the way my superannuation, life insurance and personal finances had been set up for me. Being time poor and not having the patience to go through all of the paper work and fine print, I knew I could trust Louisa and the team at Convergence Wealth to do this for me. Right from the start, Louisa provided me with sound and professional advice. She is clear, concise, and not to mention determined to have it all sorted out for me. I would gladly recommend Convergence Wealth to anyone wanting a truly talented and dedicated group of financial planners.
Convergence Wealth has been great over the past few years providing sound investment advice as well as helping establish policies that meet my insurance needs. Their holistic approach ensures all my financial concerns and needs are met. I know if I have any questions regarding my investments or policies, Convergence Wealth is there to offer assistance and provide honest feedback.
Convergence Wealth is a testament of its principals, Bas Jammal and Louisa Jammal. I have found them to be tirelessly professional and astute. They have actively managed my superannuation in line with my upfront stated financial goals, and I have benefited from the team’s true passion for finance and strong work ethic. I have never encountered any other organisation like Convergence Wealth in terms of their transparency, accessibility and quite simply, high level of care. I trust this team to manage my money.
Finalist 2017, 2018
Convergence Wealth is proud to be the Centrepoint Alliance Advice Firm of the Year finalist for two years in succession. The firm was selected from a pool of many highly regarded and worthy nominees.