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Approved Financial Planners, Perth WA
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  • Home
  • About
    • About us
    • The Value of Advice
    • Philosophy
    • The Team
    • Our Clients
    • Testimonials
    • News
  • Services
    • Overview
    • Retirement Planning
    • Superannuation
    • Self Managed Superannuation
    • Investment Planning
    • Wealth Protection
    • Cash Management & Debt Advice
    • Estate Planning
    • Business Solutions
    • Home Loans
  • Process
  • How can we help
    • Life Stages
    • Retirees
    • Young Families
    • Mature Families
    • Empty Nesters
    • Young Adults
    • Ongoing Service
  • Contacts
    • Contact Us
    • What to bring to the meeting
    • Careers

Daily Archives: November 17, 2015

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Age Pension During Retirement

Do You Want to Rely on Age Pension?

News, Retirement PlanningBy Daniel StevensNovember 17, 2015

Age pension still exists to help those who need it, but the retirement planning professionals in our Perth office are dedicated to helping you secure a future in which you don’t have to rely on age pension. Our Approach The earlier one begins investing, the more money then can amass for their future. Sound investments…

WHAT OUR CLIENTS ARE SAYING

Anne & Bob Worthington – Perth WA

Over many years Andy Van Geyzel has been our financial Adviser. We have always valued his honest opinion on ‘investing’ our money where it suits our needs. Has a happy personlity and very easy to get on with.

The staff at Approved Financial Planners have always been courteous, friendly, and very helpful with any inquiries.

John & Joan – Perth WA

We are extremely grateful that Senior Approved Financial Planner Andy van Geyzel has been our FP for the last nine years. Andy’s knowledge, preparation, recommendations and explanations reflect his professionalism in always ensuring what will be of most benefit to us moving forward. Meetings with Andy are never rushed and are relaxed and enjoyable with plenty of two way communication as Andy completes thorough reviews and ensures all proposals are fully and clearly explained and understood. This has resulted in our investments performing so very well and our complete trust and appreciation of Andy.

Whether on visits or via phone or email we have always found the staff at AFP so friendly, cooperative and prompt in any follow up that maybe required.

Trish Baker – Perth WA

My husband & I met with Andy van Geyzel from AFP just before the end of financial year to assess our situation for the coming year and my intending retirement. Andy was extremely helpful and attentive with explaining all the details and the options we had to look at. Being an ex school teacher made his role very useful when explaining to lay people the intricacies of Superannuation and all that there is to know. We were very happy with his advice and hopefully the market will now show some confidence as well. Trish & Phil Baker

Harley Barron – Perth WA

Have been a client of Approved Financial Planners for 12 months and have been happy with the service provided. Items I wanted addressed were identifed, dealt with and communicated effectively.

Casey Wroth – Perth WA

Dan and the team at Approved have looking after my Super and Insurances for a number of years. Dan has been very helpful explaining what I need going forward and helping me get there. Recommend Approved Financial Planners.

Andrew McBain – Perth WA

I highly recommend Approved FP and in particular Dan Stevens. The service has been excellent both from Dan and his support staff and the costs have been competitive. Importantly I feel I have someone working in my best long term interests.

Tracey McBain – Perth WA

Professional, friendly and knowledgeable service, Dan worked with us to find an outcome that worked well for what we wanted to achieve – highly recommend.

Mick & Sam Wilson – Perth WA

Very professional team of people that organised all our insurances, loans and superannuation.

Steve Bolger – Perth WA

Daniel and his team have been of great assistance in managing my investments.

They demonstrate great up to date research and are quick to advise and promote change to suit my circumstances. They are readily contactable and no request seems too difficult.

Highly recommend their services and I rest easy comfortable with their efforts

Ed Still – Perth WA

Excellent service. They handle the income stream updates directly with Centrelink and if I have a query they respond quite quickly.

Financial Planning & Advice Perth

Our Financial Advisers have over 40 years of combined experience
making us one of the most experienced teams in Perth.

Call Us Today (08) 6462 0888

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This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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

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