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Approved Financial Planners, Perth WA
Approved Financial Planners, Perth WAApproved 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
    • 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

Monthly Archives: February 2016

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  3. February

Financial Planning January Sharemarket Drop

What Happened with the January Sharemarket Drop?

Financial Planners, NewsBy Daniel StevensFebruary 26, 2016

2016 greeted investment planning professionals in Perth and across Australia with bad news as the global sharemarket dropped sharply on the first trading day. Chinese shares were down around 7%, European shares lost around 3% and US shares dropped 2.7% before rallying to a loss of 1.5% by the end of the trading day.* So,…

Back To Baiscs Investment Planning Strategy

Investment Planning: What a “Back to Basics” Investment Strategy Could Mean for You

Investment Planning, NewsBy Daniel StevensFebruary 25, 2016

Debbie Alliston is the Head of Multi-Asset Portfolio Management for our parent company, AMP Capital. Her leadership is one of the many investment planning resources provided to us by AMP Capital. In December 2015, Ms Alliston contributed an article to the AMP Capital blog called “Is it time to go back to basics?” We would…

Too Much Internet For Investment Planning

Does Your Investment Planning Suffer from Too Much Internet?

Investment Planning, NewsBy Daniel StevensFebruary 2, 2016

At Approved Financial Planners, we have more than 40 years combined experience in providing investment planning help to clients in the Perth area. Now that we are working with AMP Capital, we also have their wealth of knowledge backing us in our efforts to help you maximise your investments. Recently the AMP Capital Chief Economist…

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.

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Approved Financial Planners Pty Ltd (ABN 52 116 910 528), holds an Australian Financial Services Licence (AFSL 536864).

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