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WHAT OUR CLIENTS ARE SAYING
Just had our annual review with Daniel Stevens at Approved Financial Planners.
The guidance and support we have received from him for the past three years has been a very positive experience. Daniel listens and understands what goals we are pursuing. His professional and trustworthy financial advice is very much appreciated along with his warm personality - we feel like we are visiting a trusted long term friend when we meet up. We would highly recommend Daniel and the Team at Approved Financial Planners to anyone looking for trustworthy and long term planning support. Ann and Bernie Taylor
The guidance and support we have received from him for the past three years has been a very positive experience. Daniel listens and understands what goals we are pursuing. His professional and trustworthy financial advice is very much appreciated along with his warm personality - we feel like we are visiting a trusted long term friend when we meet up. We would highly recommend Daniel and the Team at Approved Financial Planners to anyone looking for trustworthy and long term planning support. Ann and Bernie Taylor
Approved Financial Planners continue to provide outstanding service.
Professional, friendly service and easy to communicate with.
Any of our questions answered in easy to understand terms.
We have been using Dan and his team for many years now and will continue to do so going forward into our retirement years which are getting closer. I would highly recommend this firm.
Professional, friendly service and easy to communicate with.
Any of our questions answered in easy to understand terms.
We have been using Dan and his team for many years now and will continue to do so going forward into our retirement years which are getting closer. I would highly recommend this firm.
We have been with Tracey for over and year and she takes great care and attention to detail looking after our current and future financial planning as well as always being friendly and easy to deal with.
We have been working with Daniel for several years, managing our finances and helping us prepare for retirement. He has provided us with excellent financial guidance, which has instilled in us the confidence and security we needed to embark on the next chapter of our lives. We look forward to our upcoming conversations, during which Sean will share all of his golf anecdotes! Penny & Sean.
Our annual review with Dan and the team was very useful and considered in terms of the objective of financial planning. Allowing us to understand and make important decisions. Great to catch up. Tim and Steph
I started seeking financial advice about 10 years ago. Been through a couple of companies in that time, and AFP is the latest iteration. The previous companies were not bad, but they morphed or changed & like anyone I want a little stability. AFP have given me that stability, even if individual advisors have moved on! Tracey is my latest advisor & I could not be more comfortable. She's thorough, professional, quick with a personal anecdote to emphasise a point & not condescending about my lack of financial knowledge. Now that my retirement is looming she is taking care of all the paperwork & intricacies that go with switching to a new income stream.
What more could you ask for???
What more could you ask for???
I'm very happy with the way things are going and Tracey is very supportive and informative
It was great to meet Tracey, she came across as genuine and wanting the best for my financial future with advice that made sense.
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.
Tracey and Kim have been incredibly helpful from start to finish. They guided me and my wife through setting up our life insurance with the right benefits, helped tidy up a few loose ends in our overall finances, and gave us the clear information we needed to confidently move forward with a property investment. Professional, supportive, and genuinely focused on our best interests — highly recommended.
To Dan, PB, Christa & Cherry, you are all an amazing team, all, professional, respectful, warming , efficient and above all just people who care and go over and above for your clients. at least this is how i feel every time i meet with you all. Congratulations on your 20 year anniversary , what a beautiful milestone to celebrate this month, i'm just annoyed i cant be there to share it with you.
Best Regards
Ashton
Best Regards
Ashton
Thanks once again Tracy for providing me with options and information relevant to my portfolio .
My meeting with Daniel was very positive as we discussed a range of issues in relation to my superannuation and my financial and personal health which were pertinent to me. Also looked at what if cash flow scenarios in regard to bookkeeping opportunities and creating a new super fund if matters come to pass. Also the coffee and biscuits were great.
Dan genuinely cares about my personal circumstances and supports my finacial goals as an individual with specific needs.
The team at Approved Financial Planners has been amazing in supporting and guiding us through the development of a financial plan for our future. From the beginning, they took the time to truly understand our goals and objectives, making us feel heard and valued.
What stood out was their ability to present tailored scenarios with adjustable factors, helping us make informed decisions with confidence. They also went above and beyond by assisting with the implementation of important elements such as insurance and wills, giving us peace of mind that our family's assets are protected in case of the unexpected.
We’re incredibly grateful for their professionalism, care, and expertise. Highly recommend their services to anyone looking for reliable and thoughtful financial planning.
What stood out was their ability to present tailored scenarios with adjustable factors, helping us make informed decisions with confidence. They also went above and beyond by assisting with the implementation of important elements such as insurance and wills, giving us peace of mind that our family's assets are protected in case of the unexpected.
We’re incredibly grateful for their professionalism, care, and expertise. Highly recommend their services to anyone looking for reliable and thoughtful financial planning.
I have been with Approved Financial Planners for a long time now. Great Advice and service. Tracey has a wealth of knowledge and has helped me achieve my financial goals with ease.
On March 6 both Cindy and I had our annual financial review with Approved Financial Planners in Floreat WA. Our financial planner is Tracey Corbett and this is our second year where Tracey has been our planner and her advice has been very informative and is explained in such a way that both Cindy and I can understand. All sections of both our financial plans were presented and explained in lay-man terms.
We are both looking forward to seeing Tracey next year for our next review.
We are both looking forward to seeing Tracey next year for our next review.
Tracey has been a honest and helpful advisor who has her clients interest at heart.
Tracey and the team at Approved have been a great help.. very helpful and supportive
I am extremely satisfied with the services provided by Tracey at Approved Financial Planners. I appreciate the attention to details, the follow up, the prompt responses, the patience in assessing and explaining options. I also appreciate the attention to customer also provided by the rest of the team. Highly recommended !
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