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The 5 biggest mistakes people make choosing a financial planner
After hesitating for many years to switch our home loan to another bank because of the hassle involved, we met Andrew who took us through the process, showed us products from various Banks based on our requirements and explained what was involved. Andrew made it all so easy. He was always available to answer our queries and communicated with us at each step. Andrew listened to our requirements and was able to find a home loan package that we are really pleased with. Thanks to Andrew and his expertise, switching from one bank to another was so much easier than we thought. We would have no hesitation in recommending Andrew to anyone who is looking for a first home loan, or like us, is looking to change their current lender and find a better home loan product. – James & Sue (Jane Brook WA)
Andrew has an excellent understanding of mortgage lending and the products available. He constantly kept me updated through the process and would no hesitation using his services again.
Great dealing with Andrew, he’s very knowledgeable and easy work with and that’s why he’s been out broker for many years including 2 homes.
I was very impressed by Janine’s professionalism and ethics as well as her knowledge of the field. She was always well organised, and maintained contact, she was also available to answer any queries and always got back to me straight away. Janine provided comprehensive information and several financial options and with her continual support I was able to select a suitable lender that met all of my requirements. I will be recommending her to family and friends and will remain a long term client, thanks for everything Janine.
As my Financial Planner, David advised me on my superannuation and as I approached retirement, he put a strategy in place which has saved me tax and provided considerable additional funds in retirement. David continues to look after my funds and he is never too busy to meet or chat on the phone.
I have found my Approved advisor Dan Stevens to be good to deal with, easy to get along with and has always done the right thing for myself and my family. My son is now a client and I am satisfied that he is in good hands.
If it weren’t for Sean and the team from Approved, we wouldn’t be in our new house today. They helped us gather a deposit using one of our supers and got the loan through for us. Where others had told us it couldn’t happen, Sean and the team proved it could. They had everything signed, sealed & delivered in under six weeks and with very little effort on our part. An amazing team, we are very grateful for.
While recently implementing changes to my superannuation, Daniel was very capable and professional in his approach. Combined with a relaxed and friendly nature, the customer experience at approved is one I would definitely recommend.
Approved Financial Planners Pty Ltd ABN: 52 116 910 528, trading as Approved Financial Planners is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.
What you need to know.
Any advice contained in this Page is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters.
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Last financial year’s superannuation statements are hitting your mail boxes over the last week. It is important that you check your details are correct. The type of information you should be checking: What is your balance. Is the balance trending upwards over time – remember the Centrelink aged pension will probably not provide enough for […]