The Perfect Score
In late 2015 we conducted a project over a 2 week period to approach every client at the end of their review meeting to ask for their consent to be interviewed for a 2 minute testimonial questionnaire. Everyone was happy to be involved. They ended up representing a nice cross section of our clientele, with a good spread across most age groups, demographics and periods of time in dealing with us. The video productions were produced by me, so they are raw. But at the same time they are real, there are no scripts or actors in these testimonials. Click on the videos below to hear what they had to say, we think we got the perfect score.
Joy
Joy is a director and part business owner; she has been a client at Complete Financial Solutions for a long time. We have previously helped with her personal insurances (Life & Disability), Superannuation, a Share Portfolio and assisted with mortgage restructuring. More recently the focus has been on Retirement Planning.
Lorraine & Colin
Lorraine & Colin have been clients for a long time; our recent work with them has been to ensure that everything is in order so that they can soon retire. They are currently utilizing Transition To Retirement concepts to help with tax minimization. Just after this meeting we started helping their son & daughter in law with their Financial Planning requirements and then a month later their brother in law & Mrs Potts sister became clients, seeking help with their Retirement Planning.
Yvonne & David
Yvonne & David have been clients for a long time, they were referred to us by their son. They came to us at a time in their life when they were about to retire. We helped to set up a Retirement Strategy and today we maintain their funds and that strategy.
Clathea & Arthur
Clathea & Arthur are business proprietors whom have been clients for a long time, after being referred to us by an existing client. Our advice for them has had a strong focus on pre retirement planning & tax minimization in recent years. We have also helped with business advice, relevant to estate planning strategies & wealth preservation.
John
John has been a client for a short period of time. We help him with his mortgage & superannuation needs.
Liddy
Liddy has been a client for a very long time. We have helped her to set up & maintain a share portfolio and we’ve assisted in the area of retirement planning. We were able to set things up so that she could retire at an early stage in her life (well before the usual retirement age).
Mark
Mark has been a client for a short period of time. During that period we have helped him in the areas of personal insurances (Life & Disability), Superannuation & mortgage restructuring.
Dot
Dot was referred to us from an existing client quite some time ago, she was about to retire and therefore required our help. She resides inter-state, but uses our services to ensure her retirement funds and strategies are kept in order for the rest of her life.
Barbara & Mike
Barbara & Mike have been clients for a very long time, at this meeting I was able to give them the news that we had reached our target amount for retirement. The next day he gave notice at work that he would be retiring within a month.
Anne & Will
Anne & Will have been clients for a short period of time. They were referred to us by a Mortgage Broker and required Pre retirement advice. We have been able to help them to minimize taxation and to maximize their Retirement Strategy opportunities.
Rachel & Mick
Rachel & Mick have been clients for a very long time. We have helped them with their personal insurances (Life & Disability) – especially when their family was very young. We’ve also assisted with their superannuation needs. More recently the focus has shifted to retirement planning and getting their kids started on the correct Financial Planning path.
Financial Wisdom Seminar
At a recent client seminar hosted by us and some of our peers a video production company was used at the Coffee Break to interview some of our clients (and some of our peers clients), to gauge how they felt about their relationship with their Financial Planner. Click on the link below to hear what they had to say about us.
For more client testimonials click on our Google Plus link below to read some of our Client Reviews
To open our Written Testimonial book either use the control buttons below the book or use your mouse to drag the bottom right hand corner of each page up & open
