Michael is very patient and understanding. He undertook due diligence in recommending a change to my superannuation and provided great assistance in dealing with government requirements. I am confident that he is ensuring my financial future and lifestyle will be maintained.
I have found Michael to be very helpful with planning and moving into retirement. Michael has given me invaluable advise on my superannuation on how to increase my balance. Michael has always been available to answer any questions I have had. I haven't needed to go to the office we zoom meetings which is perfect for me.
After noticing high fees and small returns with my super, Michael was recommended through family members who are long term clients. Michael has overhauled my super set up, insurances and investments. I have now taken my accounting to Frankston financial to look after as well. Being an interstate client i was somewhat reluctant not being able to sit down in an office with him however it couldn't be easier with online meetings and regular check ins Happy to recommend Michael and the team at Frankston Financial.
As we got older with retirement upon us, it was a comfort to have Michael available to work with us to achieve our goals. The Covid years brought what seemed to us, as well as to many others, endless changes to companies and markets not only in Australia but all over the world. Michael's ability to explain the rationale behind his proposals, and the
various options available, in in a clear and concise manner gave us a precise insight into our superannuation and other associated financial matters. As the years roll on, the documentation and reviews with Michael are always to the same high standard.
Michael helped us 'overhaul' our finances after we had been struggling to put money towards savings each month. He helped us with budgeting, and broadened this towards superannuation and insurances. Not only are we saving now, but he has also helped us enter the share market as a long-term investment. Communication was excellent, with both in person, online and over the phone conversations, especially as we had a lot of questions to help us understand our various options.
Frankston Financial46 Playne St
Frankston, VIC 3199
- 9:00am – 6:00pm Monday – Friday
- Adviser status Platinum
- Number of reviews 53
- First year providing advice 2013
- Years of experience 10
- Bachelor of Business
Capstone Financial Planning Pty Ltd