Economic consultant

heaps of rooms

Brad and Amber and the team at Investment Zone are experts in the field of finance. They bring a wealth of experience to their customers in order to give wise advice.We entrusted Brad with our finances just as the effects of COVID were being felt. As a couple nearing the end of our working lives we could not risk a significant loss of our superannuation and savings. We followed Brad's recommendations and seeing growth once again.

We approached Brad at Investment Zone because we were looking for some expert guidance in our financial planning. Brad helped us by sharing his financial knowledge and experience. Brad and the staff at Investment Zone have assisted us in putting into place financial plans that we know will pay off in the future. He has made things simple and easy to understand. We know his recommendations are made with care, consideration, and professionalism. I highly recommend Investment Zone for financial planning and advice. Jeff & Michelle

From the very first meeting it was clear that the service you receive from every team member at Investment Zone is nothing short of exceptional.Very welcoming staff, and the expertise we receive from Brad's extensive financial knowledge is simply priceless.We are so relieved knowing that we have Investment Zone in our corner guiding us to secure our financial freedom for the future.Thank you for the great service you provide to our community.

We were recommended to Brad by another professional in the finance industry who we have known for a long time and trust. We were very happy with the service that Brad provided in finding and implementing the best insurance policies to suit our needs. Brad has saved us a lot of money by consolidating and optimising our insurance policies and made the process easy to understand. We definitely recommend his services. Investment Zone provided us Personal, Business, and Life Insurances as well as great Investment Advice.

The economics team helped produce the best reports I have ever seen!

In relation to commercial property valuation, nothing short of appalling. Factual errors, zero basic understanding of property, failure to be able to understand a balance sheet and very, very basic business concepts - especially galling after spending some time explaining it to the Director involved. Then combine those attributes with simply atrocious customer care and deal breaking tardiness. We had the misfortune to be involved with David Blackwell who is seemingly incapable of intuitive thought processes - assuming, possibly erroneously, he actually wrote the report he signed, he certainly failed to even bother including specifically explained and provided information, which forces one to the conclusion he probably didn't. Even when presented with the large number of straight factual errors he blatantly lies. In the list of failings blatant lying is not surprising, but the behaviour is typical. His approach to valuing is to ask someone else what they think - after '35 years of extensive experience' he is incapable of making that decision on his own. What is worse is he is actually training junior valuers that this behaviour is acceptable. Given URBIS' place in the market, I doubt this review will achieve anything, but if no one speaks up then nothing will ever change. There is ALWAYS another option - and in my (multiple) experiences with URBIS they have convinced me a mystic in a hippie commune would have more of an idea of property and business. And for the money they charge, you could probably buy the whole commune. If anyone is reading this, I implore you to consider other options very, very carefully. If you are in any way associated with a bank and have URBIS on your panel of Valuers, or (even worse) a fund manager spending other peoples money you are likely being led up the garden path and should treat anything from them as highly suspicious, if not outright misleading and wrong.

I recently had the pleasure of availing myself of the exceptional accounting services provided by Number Solutions at Liverpool, NSW, and I must say, they are truly awesome. From start to finish, my experience with them was nothing short of amazing.They exhibited a deep understanding of the intricacies of accounting practices, ensuring that every aspect of my financial records was accurately and meticulously handled. Not only did Number Solutions meet my expectations, but they also exceeded them. Their attention to detail and commitment to delivering top-notch service is truly commendable. They took the time to listen to my specific requirements and provided tailored solutions that perfectly fit my business needs.I would highly recommend Number Solutions to anyone in need of accounting services. Their expertise, professionalism, and dedication to customer satisfaction make them stand out from the rest. With Number Solutions by your side, you can rest assured that your accounting needs are in the hands of experts who genuinely care about your business's success.Thanks!

Jason has been our trusted advisor for many years, assisting us in setting our financial goals and aspirations and then helping to keep us on track. No question is silly for Jason, he takes time and care to ensure we are well informed and make considered decisions. Highly recommend.

Awesome customer service