Approaching Retirement? You May Want to Try These Money Moves! » Retirement Planning with Financial Advisor

Andrew helped me with my first mortgage and then again when it was time to refinance. He has made the process quick and easy both times. He has advised me on the best options for me and gotten great rates. Will be in touch again when I’m due to refinance.

We chose approved financial planners to assist us with refinancing our home loan and consolidating some debt. Jeff was amazing and thorough in his service. He went above and beyond to get us sorted. Not only with a fantastic interest rate but also with sound financial advice moving forward. We would not hesitate to recommend his services to others.

I was very impressed by Jeff’s professionalism and knowledge. Jeff was well organised, and maintained contact, he was also available to answer any queries and got back to us straight away. Jeff provided comprehensive information and several financial options and with his continual support I was able to select a suitable lender that met all of my requirements. I will be recommending him to family and friends and will remain a long term client, thanks for everything Jeff.

Andrew provided a first class service. He made the process of refinancing our home loan so easy. He listened to our requirements and found us the ideal product. He liaised with our existing bank and settlement was hassle free. I would definitely recommend Andrew to our friends and family.

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.

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.

While recently implementing changes to my financial planning, 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.