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I find the RiverX staff very easy to deal with. Steve is always available to answer questions and Amber is living up to her nickname of Speedy Gonzales :). The portfolio is performing well and the advise and forecasts I get always realistic with no sales pitch.
the help that I have got from Steve Rogers and Thomas Hyde has been some of the best help i have had during this trying time. they have been professional and empathetic to my situation which has helped immensely. Thanks to both of you.
We have had an excellent experience working with Steve Rogers and Thomas Hyde at Riverx. They are professional, knowledgeable, and always take the time to explain things clearly. Their advice around superannuation and retirement planning has given us real confidence about our financial future. I really appreciate their attention to detail, prompt communication, and the genuine care they show for us as their client. We highly recommend if you are looking for trustworthy and informed financial guidance.
We have recently joined RiverX as my family were frustrated with poor returns from industry and retail super funds. RiverX has a great team and our adviser Steve Rogers has given us a great spread of investments which are already performing very well in just a short period of time . We highly recommend the team at RiverX .
Steve Rogers has been my financial advisor for my SMSF for several years. I have always found him to be respectful, approachable and very very knowledgeable. Our conversations are always targeted at whats best for my specific circumstance. He provides context and reassurance by explaining whats happening in the broader economic landscape. He listens and works with a focus on my goals. This has built a mutual trust which is so very important in this economic world of today.
Very happy with RiverX, the team is very transparent with their investors ans explains financial knowledge in a non technical way.
Max has introduced me to some excellent investment opportunities and considered my objectives in doing so.
Excellent service by Maxwell Ni with many lucrative opportunities to suit my needs.
Excellent contact and great communication with exceptional customer focus and opportunities
Provided good advice in an area where I was not familiar. Outcome has been very good.
I have found RiverX and Sunny my adviser to be extremely helpful and patient at all times. The companies I have been advised to buy have all been successful. Sunny is a very thoughtful and caring person and I would recommend him to anyone.
My wife and I started a SMSF a couple of years ago. After dealing with some mediocre financial/wealth advisors we received a recommendation for RiverX. It has been the best choice we have ever made. Sunny is our wealth advisor and facilitated access to some excellent investments that only a Family Office can offer. Sunny has proactively communicated at every stage, always answering my ‘dumb’ questions with friendly and professional advice. He has been so easy to talk to and he calls me weekly with updates and opportunities. Most importantly our super is performing so much better than our previous retail super funds. We really feel like we are in control of our super!
Sunny has been extremely helpful in assisting me select the products for my wealth creation plans and income plans moving into my retirement years.
Amazing – My only complaint is that I didn't join River with Max years ago, I'd be a very wealthy woman if I had of. Even thinking of selling properties to give Max to handle. He's making more money than the growth rate on my properties at this stage and he handles everything freeing up my valuable time.
Excellent investment advice – I have been working with Logan from RiverX for sometime. He's very knowledgeable about changing market conditions. Based on his advice, my investment in my SMSF has grown by 13%.
Long term client – I have worked with RiverX since their inception. I find them extremely transparent, ethical, and they overcommunicate regarding the financial products they recommend. They have given me access to some extremely well-performing commercial property funds that are not available in the public domain. Additionally, we've had some impressive asset returns from their other investment opportunities. I highly recommend RiverX for anyone looking for trustworthy financial advice and high-quality investment options.
Investment Reassurance for a Retiree – Having known Logan Harrison Wong for several years and been advised by him since he joined River IM he has provided clear advice re alternate investments. Information is given on each recommendation that enables an assessment of its suitability to ones needs and objectives. There is no pressure to accept these recommendations. However these opportunities are provided frequently, sometimes several weekly, giving one wide scope to choose those that seem appropriate. In a relatively short time distributions, some monthly have been received and provide an assured income stream. Hopefully when some of the longer term investments vest good capital gains are anticipated.
A highly recommended Adviser – Logan Wong River Adviser. Logan has been advising now for about 3 years. I have found him honest ,enthusiastic,communicative and a pleasure to deal with. I am looking forward to a long productive professional relationship with him .i could not recommend him more highly. Dr Ian Driscoll.
Maxwell Ni - RiverX Adviser – Maxwell Ni was my mother's adviser for a number of years and improved her portfolio significantly, especially once it was moved to River. After her passing once I was the primary stockholder, he has continued to improve my portfolio by making me aware of opportunities and keeping me abreast of changes in the market. He always takes time for my questions and gets back to me on the same day. I cannot recommend Maxwell highly enough.
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