Enlightened Private Wealth

"I’m so happy with the financial services I received from Jonathan. From the moment Jonathan contacted me in regards to my situation he had answers to all my questions. Jonathan has great communication and is very responsive.

All my questions were answered and I felt confident in being able to make the correct decisions for my financial situation due to the expert knowledge Jonathan provided me. Jonathan also navigated a complexed system for me taking the stress out of my situation and ensuring my goal of investing my money.

I’m very happy I chose Jonathan at enlightened Private Wealth to help with my situation."

"Jonathan has been our financial adviser for a number of years now. He is very knowledgeable and of great assistance to us, most recently with our transition into retirement and all of the government requirements/paperwork needed.

We highly recommend Jonathan to any prospective clients."

"Jonathan was able to quickly analyse our financial planning needs to enable the writing of our plan and incorporate changes to our structure that provided an optimal position for our personal circumstances. Jonathan engendered trust from our first meeting and gave us a friendly and relaxed encounter at each meeting. This provided us with confidence that our best interests were being included in our plan and eventual outcome.

Jonathan comes 5 star recommended to meet your financial planning needs"

"I am writing this review on behalf of my grandparents, Jonathan Schafer at Enlightened Private Wealth is an asset to this company. Jonathan has been providing financial advice to us for a number of years since retirement, from the moment we reached out to him, he made the financial planning process so much clearer and easier to understand. Jonathan is extremely knowledgeable, patient, and attentive to our unique needs and goals.

If you’re looking for a financial planner who truly has your best interests at heart, we highly recommend Jonathan Schafer at Enlightened Private Wealth!"