Testimonials Archive - Page 2 of 2 - Approved Financial Planners, Perth WA

Leeming WA

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.

Ben & Cherie – Perth WA

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.

Jayden – Perth WA

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.

James & Sue – Perth WA

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.

Donna – Perth WA

WHAT OUR CLIENTS ARE SAYING

Lewis J. Cox 3 weeks ago

I have know Andy Van Geyzel since June 2013, and in that time I have come to trust him and his financial advice. I find in any relationship personal as well as professional respect and trust is important. Andy is kind respectful, really cares about his clients, and it shows. This is an expanded review. My adviser is now a delightful person a living legend 🙂 Tracey Corbett, previous Agents Andy and Raf and now Tracey instill trust in people who are their clients, that is a rare quality gift. Support staff, they know who they are a treasure are brilliant at their jobs. Until proven otherwise, everyone at Approved Financial Planner really care about people, and it shows.

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brigit roberts 4 weeks ago

We met with Tracey Corbett on Monday night the 9th September. Tracey has a perfect balance of being friendly and remaining professional. This is so important in this digital age where we don't all "subscribe" to the virtual meeting, but require the face to face time, so any questions or issues can be discussed, clarified and corrected.
Despite meeting in the late afternoon Tracy had all the time in the world, and at no point did we feel "rushed"
We can highly recommend Tracy as your advisor!!!

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Stephen Rowins 4 weeks ago

Our experience with Daniel was excellent. He is very knowlegeable and clearly explained the investement options available to us including both the short and long term implications of asset growth. There is significant uncertainty in the economy and Daniel devised an investment plan that suited to our particular needs as we approach retirement.

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Julie Jackson 2 months ago

Thanks Tracey for your knowledgable advice and keeping us on the right track through our retirement. You answered our questions beautifully and put us at ease. We can confidently recommend Approved Financial Planners to our friends in the knowledge they will give honest and professional advice.

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Judith Hill 2 months ago

I write this review, with my heartfelt thanks for the professional, caring assistance given to me by Approved Financial Planners, following the death of my husband in January this year.
Our financial planner, Tracey Corbett, provided invaluable assistance steering my family through the paperwork required to settle my late husband's estate. Her caring, professional approach helped me negotiate the more difficult financial aspects of this task by offering time and support that was most appreciated.
My husband's passing has dramatically changed our circumstances and at this time of review, Tracey's planning skills are clearly evident as we chart my way forward. In the the following months I will be confident to proceed, knowing that the support of Approved Financial Planners staff, especially that of Tracey, will enable me to achieve a sound financial future.
Judith Hill

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Graeme Caplan 2 months ago

Dan Stevens has been our financial planner for over 10 years, I made contact with Dan after many years of dissatisfaction and poor performances from our previous financial planner.
Dan has been absolutely fantastic in every aspect of financial planning for myself and my wife Kerry, we are confident that our retirement future is assured with Dan’s planning and backing.
Dan’s diligence, experience and thorough process has led to a complete turnaround in our financial future when compared to that of our previous financial planner.
When dealing with a financial planner the key ingredient for us is absolute trust, in this regard i have complete and utter faith in Dan and his very professional team !!
We not only consider Dan to be our financial planner but also a friend, we look forward to our annual meetings with Dan where he is always welcoming and always extremely well prepared.
I cannot recommend Dan & The Approved Financial team highly enough, we are so grateful that we have Dan and his team looking after us !!
Graeme & Kerry Caplan

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Craig Wheatley 2 months ago

Friendly and professional service.

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Linda Bolger 2 months ago

Steve and I have been with Dan since he began with Approved Financial. His knowledge of the industry and his ability to explained clearly the paths we have been taking have been very much appreciated. I have no hesitation in recommending his company

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Brian Harvey 2 months ago

We have been seeing dan for about 10yrs now, we took our time in finding the right advisor to help plan for retirement. Dan is very patience and kind with us , always goes above and beyond in guiding us in the right direction. if we have a query Dan solves it, if we have a problem Dan fixes it , we are very confident with Dan's advice we will achieve our retirement goals. We walked into his office all them years ago and found a very professional advisor who we can place our trust in. Most importantly we continue to be Dan's client because of his love and dedication to his Family and thats means the world to us. We know Dan will show that same drive and dedication in our retirement journey.
Thanks Dan...

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Bruce Blee 3 months ago

Thank you Tracy for the hard work and research you put into my finance portfolio

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Stephen Brown 3 months ago

I am very happy with Daniel he has advised and helped with financial affairs and my retirement fund. He is easy to talk to and he explains things that I understand. Would highly recommend this company.

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Veronica Brown 3 months ago

Daniel Stevens and his team are very professional and very easy to talk to and all matters are explained that even I can understand. Have been with AFP a long time.

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Bruce Blee 3 months ago

Thank you Tracy for the hard work and research you put into my finance portfolio

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Travis Bienkowski 3 months ago

Dan has been looking after me for many years and always takes the time to provide thorough financial advice. Thanks Dan! I would highly recommend Approved Financial Planners for anyone wanting a professional service.

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Amy DellaMaddalena 3 months ago

We had our annual review today with Tracey. She is professional friendly and given us easy to understand advice. Very happy with her service.

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Paul Wedd 3 months ago

I had my financial position and health annual review with Dan Stephens on Tuesday, last. Dan has a wonderful professional style and is able to make a client feel comfortable. Dan provides a number of financial scenarios in relation to the client's assets for the current period and into the future. There is a saying that "a picture paints a thousand words" and the financial modelling software at his disposal enables complex financial outcomes to be visualised and easily understood.

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Nigel Clarke 5 months ago

Highly recommend the services provided, dedicated team helping to steer you towards your financial goals, very friendly & professional service.

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Wendy S 6 months ago

Highly recommend Daniel, he is very knowledgeable and pleasant to deal with.

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Ann Taylor 6 months ago

It’s nice to have a place to come to, that isn't too large or institutional. It felt like you knew the whole picture and presented this so clearly for us, thank you so much Daniel for being an incredible advisor and listener and working with us to better understand our needs and work towards them. You have helped us to put our future plans into perspective and prepared us for the many good things we can now look forward to . Ann and Bernie Taylor

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Sean Fitzmaurice 6 months ago

Just completed our Annual Review and are very comfortable with our financial position. We gave Dan our goals, and with his direction, it has allowed us to retire way early, if we want. Cheers!!!

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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

OUR SERVICES

Testimonials

WHAT OUR CLIENTS ARE SAYING

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

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