After making contact with MBA Financial Strategists Darren Holst became our point of contact for advice on our Superannuation requirements and eventually leading to retirement with Aged Pension and having the correct plans in place to assist us as we neared that age We have since set up regular meetings with MBAFS and Darren to ensure that we are on the right track and or to make changes as Darren recommends so that we will be getting the best results.
I have always found Darren to be knowledgeable and personable. In the years that he has been our financial consultant we have appreciated and benefited from his expertise and advice. He has instilled confidence in our future in retirement.
From my first meeting with Darren I felt confident by his professionalism and knowledge that my superannuation money would be managed skillfully. And in the years since he has always been ready to explain what has been happening with my superannuation money in everyday language and very patient with my many questions.
Darren has given me sound advice on superannuation and set up a superfund for me as well as helped me with various insurances (life, disability etc.) I felt very well taken care of by Darren and have always received prompt and clear advice to any questions I had at any stage.
Darren was easy to understand and understood exactly what our needs were. He went through my superannuation and was able to give me a tax benefit to help boost my balance for retirement. I now feel more confident about retiring.
MBA Financial Strategists77 King William Road
Unley, SA 5061
- 9:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2015
- Years of experience 8
- Bachelor of Finance
Amp Financial Planning Pty Ltd