Hear from real professional planners and real clients about the value that professional financial advice brings to peoples’ lives. The circumstances are all different but the outcome is the same – professional, personal and valuable financial advice you can trust.
Life can be challenging but sorting out your finances doesn’t have to be. Hear from some real FPA members about how they work with their clients and give them peace of mind and a better financial future.
The stories below capture the value of advice in action: they feature real clients with real planners and bring to life the process and the benefits of professional financial planning.
Testimonials
These testimonials show just how much more value a financial planner who is a member of the FPA can provide.
Testimonial 1 – Strategy to enable our retirement
“As long standing clients of Andrew, we would like to express our satisfaction and support for Andrew. We have been associated with his family as clients for over 40 years. In this time he has provided my wife and I with up to the minute investment information and recommendations regarding superannuation and implementing an allocated pension and salary sacrifice strategies as we get closer to retirement.
This strategy has enabled us to compensate for the devastating effect the global financial crisis has had on superannuation funds, while many of our friends and workmates are now in the situation of not being able to retire as planned. We have been able to maintain our superannuation levels to enable our planned retirement.
We have always found Andrew and his staff to be professional and efficient in the services provided to us and do not hesitate in recommending them to our friends. In recent years we have recommended Andrew to numerous acquaintances.”
Testimonial provided by an FPA member in South Australia. Client names have not been provided to protect their privacy.
Testimonial 2 – Making ends meet
“It’s too difficult to explain how trying to make ends meet was a stressful and daunting task.
You probably don’t realise just how much a help you have been. So I just wanted to let you know, that because of your time, efforts, kindness and thoughtfulness we are now in a position where a load has been lifted.
You have made a huge difference to our family life. I’m not sure what we would’ve done hadn’t you helped.
You deserve a bigger thank you than this card for what you did and we will always remember what you have done. People like you are rare.”
Testimonial provided an FPA member in Western Australia. The client’s name has not been provided to protect their privacy.
Testimonial 3 – Available whenever I need to call
“Greg has been my financial planner for over six years. During this time, I have always found him to be extremely professional, honest, abreast of current issues, products and services that may be suitable to me. Most importantly, he has been available to me whenever I need to call on him.
Greg’s calm and sensible advice assisted me greatly to weather the global financial crisis. He takes the time to truly listen and understand my needs, which I feel is critically important given I am in my mid 40’s and am trying to build wealth for my family’s long term future, while still needing to meet everyday commitments such as school fees and other financially imperative matters.
I feel my financial future is in competent, proactive and above all, an honest set of hands with Greg.”
Testimonial provided by an FPA member in Queensland. The client’s name has not been provided to protect their privacy.