Testimonials

TESTIMONIALS

Financial Advisory for Everyone is a financial advisor to business owners, self-funded retirees, senior executives, recently separated or divorced persons, and charitable organisations.
Since Financial Advisory for Everyone  began in 2003, 95% of new clients have come from word-of-mouth referrals. Here’s a sample of their experiences.
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“We would like to express our thanks for the work you have done for us over the past year. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.” – Harry & Maureen (Gold Coast, Qld)
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“I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.” – Johanna (Brisbane, Qld)
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“Last year we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you which have served a number of purposes including our retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings. You are always happy and engaging, but at the same time, we are never in doubt of your professional acumen. You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion.” – Allyson (Brisbane, Qld)
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“I have been a client of Financial Advisory for Everyone  for four years and would highly recommend their services. They have assisted me with my complex financial structures and I have been more than happy with the results. I have recommended a number of my friends and family to Aspire Retire and they also are very happy with the service. I will definitely continue to promote Aspire Retire’s services.” – David (Brisbane, Qld)
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“As a retired financial planner, I knew what I wanted in regard to appointing my own financial adviser when I finished work. I wanted someone that was professionally qualified, a member of a professional association, someone who had experience with investments, and a background in accounting was preferable. I also wanted someone who was knowledgeable, ethical and not interested in only making as much money for themselves as they could. In choosing to appoint Stephen and Olivia from Financial Advisory for Everyone , I knew that I was satisfying all of the above criteria. Having also worked closely with Stephen and Olivia for a couple of years in the financial planning field, I was confident that they would be around for the long term and would always have my best interests at heart. I have no doubt in recommending Stephen and Olivia to any of my friends and family.” – Peter (Manly, Qld)
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“My husband and I came to you to discuss our personal superannuation fund and to also discuss the options that were available for our future financial planning. We were very impressed with the personalised professional service and advice given to us, and how you have tailored this specifically to suit our situation and future needs. We felt very comfortable to put our finances in your care and for you to guide us in the right direction. We found you to be the most professional of those we interviewed. I have no hesitation in recommending your services with complete trust and I look forward to a continued relationship with you.” – Lorna (Brisbane, Qld)