Client Testimonials

Here are a few words from our clients sharing their experience with us and how we’ve helped them achieve their desired outcomes.

Justin Doyle has been our financial advisor for the past 5 and a half years. Our financial situation has never been better since Justin has been handling our affairs. His advice has been paramount in securing a healthy retirement fund for us and we have no doubt that we would not be in this situation if not for his wise and accurate suggestions. We would not hesitate in recommending Justin to anyone. He is an asset that we could not manage without.
Ian & Jacqueline, Elanora
It’s very rare that you can walk into the reception of a professional service and feel cared for. We have always been treated like family and in turn we trust the advice and recommendations that are given to me. The team from BIS Cosgrove genuinely care for our financial well being, we aren’t just a file and more than just an invoice. Thanks guys, we really appreciate what you do for us!
Anthony & Carly, Tugun
We at the Palm Beach Currumbin Rugby Club, would sincerely like to thank you for your great contribution to the Rugby Club, in providing the immensely needed help to establish a suitable operating system in our accounting area. It is great companies and family businesses like BIS Cosgrove, whose contributions have made our club what it is today. Without your help it would be a continuous struggle to fund all the projects we need to achieve and have in our vision.
Neil Taylor, PBC Rugby Union
My wife and I have been using the services of BIS Cosgrove for many years now. We thoroughly recommend them as personable, knowledgeable professionals, who go well beyond what one might expect from a firm of financial planners and accountants. Cosgrove clients become almost ‘one of the family’, as Brian and Renee help to guide through the mine-field that is taxation, wealth creation, superannuation, transition to retirement and general financial management.
Mike & Marg, Burleigh Heads
Justin Doyle has been providing financial advice to us for a number of years now and we couldn’t be happier with the outcomes achieved. What we’ve found most beneficial about Justin is his easy going manner and ability to translate his financial knowledge and advice into a language that we understand. He’s extremely thorough and shows genuine care towards helping us meet our financial needs. Justin has assisted us through some tough financial situations and we feel very lucky to have had him on our side.
Richard & Kristy, Tugun
Justin and the team at BIS Cosgrove deliver truly professional financial planning services catered to their clients specific needs. Due to the complexity of our financial structures it was reassuring to deal with a financial advisor equipped with the depth of knowledge and experience we needed to safeguard our investments. Justin is a lateral thinker who provided sound financial advice presented in a clear and concise manner.

We would highly recommend Justin to anyone requiring expert financial planning advice, we highly value our relationship with BIS Cosgrove.

Christopher & Karen, Burleigh Heads
We first came to “Balanced Investment Strategies” 4 years ago when we asked a friend for a trustworthy financial planner to assist us plan our retirement. We were certainly not disappointed with his recommendation of Renee and Brian who represent a firm based on honesty and integrity.

From our first visit, they had the happy habit of making us feel not only valued and welcome but they also made us feel included in their friendship. Through Renee’s cheerful disposition and Brian’s thoughtful contemplation we felt that we had found a highly enthusiastic and motivated team that had our best interests foremost in their plan for us.

Mike & Pam, Stanthorpe
Let me say that we are both very comfortable with your professional. Whilst we have been exposed to the SMSF complexities at differing levels, your explanations and the graphic representations of the various components have been relatively easy to grasp and recall at later discussions we have.

To be able to place our trust in you and Cosgroves in general is the ideal consultancy setup for us in financial matters. Keeping up with the technology software for producing various scenarios based upon market expectations and historical swings is also a very desirable tool for making informed yet guided decisions about our future and you do this very well. The flexibility this advice offers takes the mystery and most of the unknowns out of the equations for us.

Overall we feel very comfortable with your financial assistance and would certainly recommend your consultancy expertise to others.

Greg & Trish, Victoria
We were coming into a new phase in our life with a young family and changing work situations, and it was time to seek guidance on how best sort our finances. It’s a vulnerable feeling laying all your mounting debts, rash super decisions, lax budget, and at times excessive lifestyle choices out there for someone to analyse, but I felt instantly reassured and confident with our very first meeting with Justin. Our uneducated decisions weren’t judged. Our questions weren’t silly. Our low income didn’t make us less important. Our starting point didn’t matter to him, but the end game did. Justin took the time to really understand our needs, our priorities and goals, and he was able to deliver a variety of options that will help us achieve that. He is so generous with his time, experience and knowledge to help us fully understand every decision we are making. He gave us a much better understanding of what insurance coverage we needed, how to maximise our super options, and how to create the most secure arrangements for our family and our future. It’s such a relief knowing we came to the right guy to help us navigate through all the overwhelming lingo, the fine print, policy wordings, daunting figures and formulas, to put us on the right track, for now and into our retirement.

I wholeheartedly highly recommend Justin and the services BIS Cosgrove provide, you really can trust that they have your best interest at heart.

Kiel & Janine, Currumbin Waters