What our clients say about us | Financial Planning
Here at Mortgage Choice Financial Planning in Glenelg we love providing first-rate customer service to all our clients.
We believe that the best result we can get is a happy customer and we will do all we can to help our financial planning clients to achieve the best result for their situation.
Our team value your feedback and suggestions as it enables us to continually improve our services. Here is what some of our client's have been saying about us and our services.
Malcolm and his team are fantastic financial advisers. We were looking for advice from someone we could trust and we found that with Malcolm and the team. They have helped to set us up towards a financially secure future for ourselves and our children. They take the time to get to know you and your situation before offering advice on how best to proceed in a manner that best suits the stage of life you are at. It helped us feel like we were finally on top of our financial future and for the very first time started to get excited about what was possible. We look forward to meeting with the team now to talk about our next steps in life. Malcolm also helped ensure we are now adequately protected to help make sure we will always be able to care for and provide for our children. We both highly recommend Malcolm and his team if you are looking for great advice by a trusted source.
Malcolm listened to our concerns and was able to put together a plan for us which clearly addressed our individual needs. It was apparent from our plan and meetings with Malcolm that he is an excellent listener and that he understood our goals and objectives. Malcolm's expertise made us feel very confident. We will definitely recommend Malcolm to our friends and family.
Malcolm has been invaluable in completely reviewing our finances and restructuring our superannuation. He advised us on issues we weren't even aware of to gain the maximum advantage for every dollar, and is now doing the same for our other investments. Malcolm's attention to detail, depth of financial knowledge and the results we've seen so far give us complete confidence in his advice. A very genuine and approachable bloke and we shall continue to use and recommend his services for the foreseeable future.
My partner and I were dissatisfied with our previous advisers management of our financial affairs. Malcolm was recommended to me from one of his existing clients so we gave him the opportunity to review our superannuation situation and see what he recommended. Malcolm completely restructured and reorganised both our superannuation plans and we haven't looked back - our investment returns have outperformed our previous advisers beyond expectations and we've found Malcolm to be professional and pro-active in managing our funds ever since. We have complete confidence in him and he's given us peace of mind allowing us to get on with our lives and not worry about our future. We have recommended him to several of our friends as a result.
I came to see Malcolm to see how I could best protect myself and my family, prepare for my retirement, plan for my family's future and grow my wealth.
Malcolm is an excellent listener and was able to use his wealth of knowledge and experience to provide clear advice and recommendations in respect of the above.
I am very happy with the service I received and have already referred friends to Malcolm.
Extremely satisfied, I know dealing with you Malcolm that there is going to be a positive outcome.
Malcolm combines an in-depth knowledge of the financial sector with A-grade customer service. His advice and assistance have been, and continue to be, invaluable.
I fully entrust Malcolm to look after my investment and guide me through a journey to better wealth.
Malcolm was proactive and responsive during the past year to ensure my goals were on track.