“Over the course of the last 12 years I have had a number of great financial planners that have worked with me on my financial plan with Commonwealth Bank but without reservation John Kuo stands as one of the very best. John brings enormous credibility with his insightful questioning and calmness that enabled him to get to fully understand my real needs. Following extensive research he was then able to present a number of options to guide my decision making being always mindful to ensure he acted as the facilitator and that I made the ultimate decision. He has a wonderful style about him that makes him an absolute pleasure to work with and his honesty, openness and up to date knowledge of the financial planning landscape sets him apart from the rest. I would highly recommend John as he has and always will put the clients interest above anything else. You would do very well to engage him for an initial discussion to see for yourself why he is so highly regarded in his field.”

“John Kuo has been taking care of our finances for many years. He is professional, thorough, and spot on with his advice. His expertise and knowledge is far beyond any of our previous advisers. Trust him wholeheartedly with my/our financial needs. Looking forward to continuing our financial relationship with John Kuo going forward.”

“John Kuo has been our financial adviser for over three years and has thoughtfully guided us with our retirement plans. His detailed knowledge and investment planning has helped to maximise our investments to achieve our goals and long term financial security. At all times he has been a pleasure to deal with and has been considerate of any of our concerns. We would have no hesitation to recommend John to our family and friends seeking financial advice.”

“John has given my wife an I advice around our entry into self funded retirement. After obtaining all relevant financial details John provided us with a comprehensive strategy for all our investments and assets designed to preserve wealth and yet fund the lifestyle we envisaged. It also covered smart strategies to optimise tax requirements. His work was succinct, thorough and agile. He even provided all the necessary documents, pre-filled for both of us. He was easy to contact and when a couple of problems arose, he took quick and decisive steps to overcome them for us. We rate John very highly.”

“I have been a client of John Kuo’s for over 10 years, and cannot recommend his financial services highly enough. From the outset of our working relationship, it was clear that John was extremely knowledgeable, and strived to gain a comprehensive understanding of my life circumstances and financial goals. He researched and presented very clear options, with sound advice I have always felt I could trust implicitly. When my life was in a transition phase with my new partner, and thinking about retirement, John worked tirelessly to develop financial strategies to meet our joint needs, and my wife found him to be highly respectful, and a delight to work with. This included many out of hours calls going above and beyond to ensure the best outcomes for us. The proof is in the pudding they say, and we are now living comfortably in semi-retirement on the Sunshine Coast, mortgage free, and with financial freedom to soak up the benefits of John’s advice in the enjoyment phase of life.”

“John become our family family financial planner since 2017. John always provides professional planning based on listening and analysing both my personal and family stories and needs. John never over-promise but delivered everything he promised. We felt we are in safe hands that we have the correct level of protection for my family and also received opinions/ advise with investment options. I will highly recommend John to my family friends or anyone who is currently seeking a professional financial planning advisor.”