Monies owed to me that I was unaware of was found by the team. Paperwork is not full of legal gibberish, easy to follow. Holding a video meeting was easily arranged. I am an early riser so a 6 am cal... See more
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Over 40 years of specialist experience in probate genealogy and beneficiary research for Lawyers & Trustees, estates, executors & beneficiaries, as well as historical research for companies, custodians, schools and communities.
18 Bundaroo Street, NSW 2576, Bowral, Australia
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Like other reviewers, I thought this may have been some sort of scam, can 100% assure you it is not.
Once i signed the paperwork and agreed to the fees, the rest of the process was simple.
Details needed to verify my ID were simple and easy to return. Suggest you treat this as a business transaction. If you want the funds make Worthington Clarke's life easy and send them what they request.
Once they had all the ID and other paperwork the process was easy. I received regular updates, deposits were close to what was forecast (mine related to shares) and when there were delays with funds from WA Treasury, I got an email to let me know.
Whole process start to finish about 2 months. Which is fine for money I forgot existed.
As for the fees, whilst initially I was going to quibble, I thought of my "time cost of money" and to have this solved by someone else was easier, particularly for shares I didn't even know i had been vested.
Note - if your funds relate to shares and they are being sold, remember to allow for Capital Gains Tax, and pay that to the ATO up front so you don't get a nasty surprise.
Remember also Worthington Clarke's fees may be tax deductible (check with your accountant)
All in all a great experience and little boost to my bank

Reply from Worthington Clark
Everyone has been very helpful and supportive & keeping us updated. Much appreciated.

Reply from Worthington Clark
Unexpected payment, I had thought all this matter was resolved, so a nice surprise.

Reply from Worthington Clark
For reminding me of my shares that lapsed for a long time.
Contacting me while I was overseas and helping me recover my funds.

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Reply from Worthington Clark
Worthington Clark are an extremely trustable company. Very efficient and communicate very well.
No hesitation in referring them.

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Reply from Worthington Clark
I was sceptical about the reason to use this company as I thought it was a scam. However, once I got in touch with them and spoke with someone on the phone, I was put at ease.
Particularly when I was in contact with Lesley Bowen. She was very friendly and very helpful and sorted out everything for me.
So anyone reading this should use this company as you will not be disappointed with their services
Derek Knowles

Reply from Worthington Clark
I can only say it was a long-drawn-out process, due to the fact of having to deal with ASIC. It was a lot easier when Karen Glover took over handling the transaction.
She explained the whole process of dealing with ASIC and the wheels with that department turn very slowly.

Reply from Worthington Clark
To Simon and team.
We are really pleased we visited the team at Worthington Clark in Sydney.
Simon was a tremendous help and helped us with the forms.
The first payment was deposited into our NZ bank account while we were on holiday in Australia.
We have returned from a great time in Australia.
Looking forward to the remaining funds in our account soon.
I can recommend Worthington Clark for their honesty and quick service.
Thank you.
Peter and Barbara Cranson

Reply from Worthington Clark
Each time I spoke with the representatives of WC I was given the impression I was in safe hands. Comprehensive communication, quality stationary, and regular contact enabled me to feel secure in my choices. Thank you

Reply from Worthington Clark
After my husband passed away, I received a letter from Worthington Clark for him and his lost assets. They were very kind and helpful, and guided me through all the forms and did the rest of the process for me. I am 86 years old and could not have done this by myself. Thank you Worthington Clark.

Reply from Worthington Clark
You found money we had no idea existed. The 30% was excessive. Dealing with too many people, just one person would have been less stressful.

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Reply from Worthington Clark
Fees were outlined up front. Communication was clear and prompt.

Reply from Worthington Clark
They did exactly what they said they'd do in the stated time frame with no hassles.

Reply from Worthington Clark
Just the very trustworthy company and gets thing done highly recommend them

Reply from Worthington Clark
Being straight forward and upfront

Reply from Worthington Clark
Worthington Clark's excellent service and persistence finally delivered my claim when I thought it was not possible. Thank you!

Reply from Worthington Clark
Consistent communication and reassuring follow up. I was concerned at first but with some analysis and reflection decided it was worth while. I accepted the proposal and it was compelling to relocate the lost funds.
Good communication throughout.

Reply from Worthington Clark
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