Before seeing Jerry we had very little idea or plan for our financial future and being in our 30's thought we would 'worry about that later'. Jerry spent much time assessing our situation then worked with us to set up a financial plan so we can retire comfortably. We had life insurance and accident/ disability insurances before but Jerry helped us see we really didn't have enough cover or even the right type of cover for our needs. Now we have peace of mind financially if anything was to happen to us. We feel very comfortable with Jerry who is such a friendly and down to earth guy who is truly there to help his clients with their own individual needs (and has the expertise to do that). We both really appreciate that we will meet once a year with Jerry to re evaluate our situation but have the added benefit of being able to call and discuss issues throughout the year as they arise. We are really happy with this service!

G & H Higginson
Highbury, SA

We have been with Opulen Financial Solutions for some seven years now, during that time we have been extremely happy with the service received. Both Steve and Jerry are knowledgeable, professional and friendly and more than willing to share their knowledge. They talk in layman’s terms so that everything is understandable, and ensure that everyone is on the same page when trying to achieve lifetime goals etc. We would recommend them to anyone who wished to contract their services. They are a great team, coupled with world class companies such as MLC.

M & A Garbutt
Surrey Downs, SA

Jerry Donato has been our financial adviser for the last 5 years. We have been more than satisfied with the professional service and sound financial advice Jerry has provided to assist us in managing both our personal and business finances. His knowledge and expertise is second to none. Jerry is the first advisor we have had that we feel truly understands our needs and we have complete confidence and trust in him. Our growing portfolio and sound financial position is testament to the service we have received from Jerry. We are very pleased and satisfied with the advice and ongoing commitment Jerry provides and look forward to our continuing association with him as we work towards our future financial goals.

B Adcock & M O’Brien
Somerton Park, SA

We originally met with Steve to discuss our financial position and the way forward. We were impressed at how Steve made sure that the advice and recommendations he provided us with supported our goals and the lifestyle that was important to us. Since then we have made a number of major changes and decisions in our life. Again, Steve’s support and advice ensured that our financial position and future remained protected. We have always found Steve to be positive, friendly and approachable and with a high level of knowledge in his chosen field. We value his ongoing advice and highly recommend the service he provides.

L & S Davies
Yeppoon, Central Queensland

At our first meeting with Jerry and Steve, I felt confident that our association would be conducted with both Florence and my best interests in mind, particularly in these trying times. The advice provided at our periodic reviews, together with printed materials and computer generated displays has enabled us to better understand our individual circumstances and the best way to move forward. Another positive is that Opulen has taken the stress out of dealing with Centrelink. Opulen has also helped us with our estate planning needs and with my mother Florence dying in November 2011, Opulen’s advice has been invaluable. In summary, I have no hesitation in recommending Opulen under Steve & Jerry as financial advisers.

R J Pens
Renown Park, SA

We have been with Jerry Donato at Opulen Financial Solutions for quite a few years now. Initially, Jerry quickly reassessed our financial situation and made immediate changes for a healthier financial plan. Since then, we have been able to focus on what we want to achieve for the immediate and future with Jerry’s knowledge, advice and assurance. Jerry is very personable and he has a genuine interest in you as his client. We understand our financial plan and we are confident in Jerry’s ability to build on our financial portfolio.

M & J Ennis
Greenwith, SA

Margaret and I have been completely satisfied with Jerry's service so far. We have found him to have a confident and friendly manner. Margaret and I have received an excellent explanation of our financial plan in a thorough and comprehensive manner. We have been encouraged to express our opinions at all times. Jerry is committed to make our association an excellent one!

M & M Colbron
Blackwood, SA

After meeting several financial advisers we decided to go with Jerry Donato and are happy that we did. He’s client focused, knowledgeable and approachable. His ideas and actions have improved our situation right away and we feel confident and comfortable with Jerry continuing to guide us in our financial goals.

E Van Dort & K Sangkhatip
Prospect, SA