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The 5 biggest mistakes people make choosing a financial planner
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.
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.
1. Overall, how satisfied were you with my services? Excellent 2. On a scale of 1 to 5 (1 being very poor, 5 being exceptional), how would you rank your overall experience with me? 5 3. What elements of the service I provided most impressed you? Great communicator who explained each step of the process […]
As mortgage brokers, one of the most common questions we are asked is: “How can I reduce mortgage payments?“ So we sat down and distilled what we do into this guide, “10 ways to reduce mortgage repayments“. Your mortgage consists of: principal – the amount you borrowed to buy your home interest – the amount […]
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 […]