Discovery Wealth Advisers

Louella has been looking after my wife and I for many years. She has dedicated her efforts in maximising our wealth for our retirement. Louella has a friendly, vibrant personality and is a pleasure to do business with.

I have known Louella for a number of years. She has looked after my and my late wife's super. She is very professional and has excellent attention to detail. She has always answered our questions and I have no hesitation in recommending her.

We needed help with our finances as we were not happy with how things were progressing. This was when we met Louella at least 10 years ago. She set up a pension fund to help us with ongoing income. This has allowed us to live comfortably in our retirement. She has done a wonderful job for us and she is always available for us. She gives us great advice and we take her advice which has worked well for us throughout the years. She continues to guide us with our finances and have trust in her advice and what she does for us as she has helped us maintain our investment so we can sustain our lifestyle. She keeps us up to date and ensures we are aware of opportunities available to us.

Louella has helped me with my finances and does explain in simple terms, that when you leave the appointment you have the peace of mind your finances are in the right place. I highly recommend Louella and have been with her for more than a decade. She is also very kind, approachable and helpful.

Louella has been advising my parents for some time. She has been very helpful and she is a pleasant person to deal with. I would highly recommend her to those needing financial advice.

Prior to my retirement we met Louella to obtain advice. Ever since then which was more than 6 years ago Louella has been managing our retirement money. She makes it easy for us to understand our financial situation. We would recommend her to those needing help with their finances.

I had an adviser who retired and afterwards I was recommended to meet Louella, this was more than 16 years ago. Since then she has reviewed my portfolio regularly and I have been more than happy with her advice.

My late husband changed jobs more than 15 years and we needed financial advice on his superannuation as he was not happy with his previous fund. We were recommended to Louella who ended up restructuring both our superannuation funds. After my husband died Louella advised me on what to do so I could have income in my retirement. I am happy as my investments are working for me and I find Louella pleasant to work with.

My friend referred me to Louella and I have found her to be a very competent and helpful person. I am quiet satisfied that she is looking after my portfolio. I highly recommend her.

Louella is a highly professional with a wealth of knowledge regarding wealth management and financial advice. She knows how to cut the coat according to the client’s needs. She is always reachable either via phone, text or email. Recently I saved a yearly $2k premium by choosing one of her products. Her bubbly personality is a bonus on top of her professional service. I could not ask more. She has been our family financial adviser for the last five years.I would highly recommend Louella Jorge to any of my friends or colleagues without hesitation, who are looking for financialadvice.