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Recent comments from customers to advisers

Recent comments from customers to advisers

  • To: Michal Bodi
    From: Harry

    "I cannot speak highly enough of Michal's passionate approach in supporting my goal development "

  • To: Steven Baker
    From: Jim

    "Steven was well equipped to understand my requirements and to advise of the most balanced way forward in order for me to achieve a range of planned objectives over time."

  • To: Michal Bodi
    From: John

    "I've always felt extremely satisfied about the way I've been informed about my investments. Your care and professionalism is exemplary. Michal, your guidance has made me confident about my financial future."

  • To: Robert de Lepervanche
    From: Terry

    "Robert has been managing my affairs for a number of years, both prior and since retirement in a very successful manner. He and his sympathetic staff recently assisted me with Aged Care and estate management matters in a most satisfactory way. Terry."

  • To: Michal Bodi
    From: Christina

    "Thank you Michal for your relatable approach and patience while working with us. We are lucky to find a coach like yourself, who understands our deep values and drives us forward. Your work has made significantly positive impact on our lives."

  • To: Damian Liddell
    From: Brendan

    "Damian is honest and transparent. Extremely pragmatic when dealing with my partner and I and sensitive to our needs. Damian is thorough and responsive, and importantly in a tough environment we have had reasonable returns"

  • To: Michal Bodi
    From: Eddie

    "Always helpful, attentive and provides practical and well-considered advice"

  • To: Michal Bodi
    From: Diane

    "I want to retire one day, I want to feel comfortable and happy and I don't want to stress out about money. It's the reason why I see Michal and we hired him to help us plan our lives ahead."

  • To: Michal Bodi
    From: Mark

    "Michal's advice gives us direction and peace of mind we're on track with our life planning."

  • To: Damian Liddell
    From: Julie

    "Damian is very thorough and explains matters so that I understand everything. Always gives me a copy of all we have discussed...he has always been able to answer any question put to him."

  • To: Michael Iacovella
    From: Pamela

    "we have always been very happy with Retireinvest and with Michael in particular. "

Infographic Financial Advice - What you need to know

Infographic Financial Advice - What you need to know

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