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Recent comments from customers to advisers

Recent comments from customers to advisers

  • To: Thomas Momsen
    From: Paul

    "Tom is by far the best adviser I have ever dealt with. Tom is warm, friendly and extremely efficient, which made the daunting task of planning my financial freedom, stress and worry free. He spent a great deal of time listening to my needs and understanding my circumstances before providing any financial strategies. His in depth knowledge and ability to explain complex financial aspects in simple, easy to understand terms were very welcoming. If you are looking for an adviser who genuinely cares about their clients and their financial needs, Tom is the man for you!"

  • To: Michael Anderson
    From: Lauren & Jamie (Topgun Handyman Services)

    "We are new small business owners and we have appreciated the advice provided across a range of areas, including superannaution, debt reduction, estate planning and personal insurances. We are impressed with the detail that was provided, that has increased our knowledge and provided us with comfort in these areas and extra benefits. "

  • To: James McFarland
    From: JEFFREY

    "We found James knowledgable , helpful, reliable and easy to work with."

  • To: Michael Anderson
    From: Emily

    "As someone who didn't know too much before my initial meeting, I now feel much more confident in my financial knowledge thanks to Formation Financial Services. They were very friendly, easy to understand, and efficient. I will definitely be recommending Michael to my friends and family. "

  • To: Matthew Tsimos
    From: Dylan

    "Matt has been easily accessible when ever I have a question or plan. His advice has always been thought out and his diligence in making sure I understand has been great. Very professional I would recommend him to anyone looking for some solid financial advice. Thanks for your help Matt. Keep it up. "

  • To: Dan Crisp
    From: John

    "We have found Dan to be friendly, supportive and informative. "

  • To: James McFarland
    From: Peter

    "James has guided us through the maze of life insurance and related products. He clearly knows his stuff and I would not hesitate to recommend him."

  • To: Glenn Malkiewicz
    From: Susan

    "Glen has been so helpful for me "

  • To: Matthew Woolford
    From: John

    "Matthew Woolford has demonstrated a professional and "easy to understand" way of explaining the different options in relation to having a comfortable financial lifestyle for the future. He and Nicholas Jackson have been excellent in their follow up and explanations that is appropriate for our circumstances."

  • To: Jose Pais
    From: Tony

    "Jose is an expert in his field - would recommend him to anyone who needs superannuation assistance & retirement planning."

  • To: Paul Benson
    From: Jeanelle

    "Very happy with Paul and his service. As first time investors, his advice and information has been invaluable."

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