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Call Us Today 1300 723 580

Client Reviews

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Written Testimonials

As we got close to paying David’s parents out, we realised it was our turn to start preparing for when we’ll hand this farm over. It’s amazing to think that with JDL Strategies help we’ll now be in a position to give our children equal choices and that we’ll be able to help them along financially just as much if they’re 
on the farm or off it.
- Karen and David
With Julio’s help we’ve been able to build an investment portfolio worth nearly $4 million in less than five years. I love the diversification and the ability to own everything.
- David C
We had effectively retired and were debt free. We wanted to use some of our equity to invest. Now thanks to Julio and his team we’re making more money in retirement than we ever did when we were working!
- Ken S
We spoke for many years of investing off the farm, so that we’ll have something after we pass it on and our kids don’t have to worry about where we’re going and what we’re doing. That’s what we’re doing with JDL Strategies — making this asset work for us while we have it.
- David and Gwenda
Talk about a light being switched on, I found the evening completely enlightening. Julio is a fantastic communicator and was able to provide the information in an energetic/electric way. I have to admit that I didn’t want to leave, I found my ah-ha moment during the presentation and was privileged to be able to chat to Julio at the end of the presentation. Again thank you for this enlightening event!
- Shaun R
I’d encourage people to take a look at their options and to see what’s possible because it is actually a lot easier than what you think
- Brian Giltay
At 50, with not the greatest set up for super, we certainly needed to get started on planning for retirement and life afterwards. That was fairly late to start so we’re very happy to think that 10 years later we’ve got investment properties that give us a secure base. The whole process of building that portfolio is something I couldn’t have handled, but working with JDL Strategies we’ve found it really very easy.
- Geoff W
With Julio’s help we’ve been able to build an investment portfolio worth nearly $3 million in less than 4 years.
- JDL Client