One of the oldest adages in the financial planning industry is “pay yourself first” by depositing a percentage of your income in a savings account. However, many of us are already so “maxed out” that we don’t have any money to put aside. The mere thought “I should save money” is more an affirmation of…
WHAT OUR CLIENTS ARE SAYING
Julie Jackson2 weeks ago
Thanks Tracey for your knowledgable advice and keeping us on the right track through our retirement. You answered our questions beautifully and put us at ease. We can confidently recommend Approved Financial Planners to our friends in the knowledge they will give honest and professional advice.
I write this review, with my heartfelt thanks for the professional, caring assistance given to me by Approved Financial Planners, following the death of my husband in January this year.
Our financial planner, Tracey Corbett, provided invaluable assistance steering my family through the paperwork required to settle my late husband's estate. Her caring, professional approach helped me negotiate the more difficult financial aspects of this task by offering time and support that was most appreciated.
My husband's passing has dramatically changed our circumstances and at this time of review, Tracey's planning skills are clearly evident as we chart my way forward. In the the following months I will be confident to proceed, knowing that the support of Approved Financial Planners staff, especially that of Tracey, will enable me to achieve a sound financial future.
Judith Hill
Dan Stevens has been our financial planner for over 10 years, I made contact with Dan after many years of dissatisfaction and poor performances from our previous financial planner.
Dan has been absolutely fantastic in every aspect of financial planning for myself and my wife Kerry, we are confident that our retirement future is assured with Dan’s planning and backing.
Dan’s diligence, experience and thorough process has led to a complete turnaround in our financial future when compared to that of our previous financial planner.
When dealing with a financial planner the key ingredient for us is absolute trust, in this regard i have complete and utter faith in Dan and his very professional team !!
We not only consider Dan to be our financial planner but also a friend, we look forward to our annual meetings with Dan where he is always welcoming and always extremely well prepared.
I cannot recommend Dan & The Approved Financial team highly enough, we are so grateful that we have Dan and his team looking after us !!
Graeme & Kerry Caplan
Steve and I have been with Dan since he began with Approved Financial. His knowledge of the industry and his ability to explained clearly the paths we have been taking have been very much appreciated. I have no hesitation in recommending his company
We have been seeing dan for about 10yrs now, we took our time in finding the right advisor to help plan for retirement. Dan is very patience and kind with us , always goes above and beyond in guiding us in the right direction. if we have a query Dan solves it, if we have a problem Dan fixes it , we are very confident with Dan's advice we will achieve our retirement goals. We walked into his office all them years ago and found a very professional advisor who we can place our trust in. Most importantly we continue to be Dan's client because of his love and dedication to his Family and thats means the world to us. We know Dan will show that same drive and dedication in our retirement journey.
Thanks Dan...
I am very happy with Daniel he has advised and helped with financial affairs and my retirement fund. He is easy to talk to and he explains things that I understand. Would highly recommend this company.
Daniel Stevens and his team are very professional and very easy to talk to and all matters are explained that even I can understand. Have been with AFP a long time.
Dan has been looking after me for many years and always takes the time to provide thorough financial advice. Thanks Dan! I would highly recommend Approved Financial Planners for anyone wanting a professional service.
I had my financial position and health annual review with Dan Stephens on Tuesday, last. Dan has a wonderful professional style and is able to make a client feel comfortable. Dan provides a number of financial scenarios in relation to the client's assets for the current period and into the future. There is a saying that "a picture paints a thousand words" and the financial modelling software at his disposal enables complex financial outcomes to be visualised and easily understood.
It’s nice to have a place to come to, that isn't too large or institutional. It felt like you knew the whole picture and presented this so clearly for us, thank you so much Daniel for being an incredible advisor and listener and working with us to better understand our needs and work towards them. You have helped us to put our future plans into perspective and prepared us for the many good things we can now look forward to . Ann and Bernie Taylor
Just completed our Annual Review and are very comfortable with our financial position. We gave Dan our goals, and with his direction, it has allowed us to retire way early, if we want. Cheers!!!
Just completed our annual review with AFP and were happy with Dan's presentation including results and new ideas he has put forward for the coming year. Looking for a financial adviser then give Dan and his team a call.
