November 2015

Are Your Wealth and Family Protected?

Insurance Protection, NewsBy Approved Financial Planners November 26, 2015

Total and permanent disablement insurance, or TPD, is a form of disability insurance that pays you a lump sum payment in the case that you are never able to work again due to disability. TPD can help ensure that your needs and your family’s are covered if you become permanently unable to work. (1) Sadly,…

The Ins and Outs of Income Protection Insurance

News, Wealth ProtectionBy Approved Financial Planners November 25, 2015

Income protection insurance can be an important part of your wealth protection program. At Approved Financial Planners, we offer income protection insurance from AMP Capital, which is our parent company. How Does Income Protection Insurance Work? So, what is income protection insurance? It protects your family and your lifestyle if you are unable to go…

Activities that Raise Premiums and Make it Difficult to Obtain Life Insurance

Insurance Protection, NewsBy Approved Financial Planners November 24, 2015

Are you an active person looking for life insurance who lives in the Perth area? Are you wondering why your premiums are so high? Here are some high-risk activities that may be raising your life insurance, courtesy of a US not for profit organisation called “Life Happens.”* Cliff Diving This is diving off of a…

Is Financial Planning “Only for Rich People”?

Financial Planners, NewsBy Approved Financial Planners November 23, 2015

When our financial planning professionals talk to people in our Perth office, we occasionally talk to people who have the opinion that “financial planning is only for rich people.” At Approved Financial Planners, we have the backing of our parent company, AMP Capital. Here is what they have to say about how financial advice can…

Retirement Planning 101: Pros and Cons of Investment Property for Retirement Income

News, Retirement PlanningBy Approved Financial Planners November 20, 2015

Our retirement planning professionals have been helping clients in the Perth area since 2005. We have more than 40 years of combined experience in the financial planning and advising field. Property investing is currently a popular form of saving for retirement. We would like to share with you some warnings from the Australian Securities and…

Is Financial Planning the Solution to Financial Stress?

Financial Planners, NewsBy Approved Financial Planners November 19, 2015

According to a recent survey by the Australian Psychological Society, financial stress was the leading cause of stress among Australians in 2014. Approved Financial Planners in Perth is aware of how financial stress can affect families and we are here to help you alleviate that stress.* By the Numbers Stress can not only affect your…

Do You Want to Rely on Age Pension?

News, Retirement PlanningBy Approved Financial Planners November 17, 2015

Age pension still exists to help those who need it, but the retirement planning professionals in our Perth office are dedicated to helping you secure a future in which you don’t have to rely on age pension. Our Approach The earlier one begins investing, the more money then can amass for their future. Sound investments…

Where do You Put Your Extra Money: Your Super or Your Mortgage?

Mortgage Broking, NewsBy Approved Financial Planners November 3, 2015

Because we offer both mortgage broking and financial planning to our Perth area clientele, we are in a unique position to answer a question that a lot of people have: is it better to put your extra money in your super or your mortgage? Recently, this issue was discussed on news.com.au in an article called,…

WHAT OUR CLIENTS ARE SAYING

Beverly Blight 2 months ago

A relaxing experience for such a burdening issue. Tracey and her team have welcomed us to her flock with an attitude rarely seen these days, 'anything is possible'. Thankyou for making our finances seem 'too easy'. We will recommend this Company to all that need financial help.

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Raylene Watson 2 months ago

We have been with Approved Financial Planners for a few years now, after being referred by a family member.
We have found the staff to be attentive, knowledgeable and approachable at all times.

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Jennifer Mohr 2 months ago

We have been consulting with Dan and the team at Approved for several years now and have been very pleased with the level of service. They have gone above and beyond to make sure we receive up to date advice and plan financially what is best for our current situation. The team's industry knowledge and attention to detail allows for strong communication and trust in the process. Approved's online portal also provides an easy to use platform for predictions, goals and portfolio snapshots. Highly recommend Approved Financial Planners for all your financial planning needs.

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veronica feleppa 2 months ago

Daniel has assisted us in our financial strategies for over a decade. We are business owners and our circumstances have changed often over the years. With Dan's deep knowledge, professionalism and genuine care of our well-being, his advice has been invaluable. Our annual reviews have become more like catching up with a genuine trusted friend.

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Atish Shah 2 months ago

Dan and the team at Approved FP have looked after me really well for the past several years and I highly recommend them. They provide sound financial advice and are well organised with all the documents which gives me great comfort knowing that my future is in good hands!

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Lewis J. Cox 3 months ago

I have know Andy Van Geyzel since June 2013, and in that time I have come to trust him and his financial advice. I find in any relationship personal as well as professional respect and trust is important. Andy is kind respectful, really cares about his clients, and it shows. This is an expanded review. My adviser is now a delightful person a living legend 🙂 Tracey Corbett, previous Agents Andy and Raf and now Tracey instill trust in people who are their clients, that is a rare quality gift. Support staff, they know who they are a treasure are brilliant at their jobs. Until proven otherwise, everyone at Approved Financial Planner really care about people, and it shows.

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brigit roberts 4 months ago

We met with Tracey Corbett on Monday night the 9th September. Tracey has a perfect balance of being friendly and remaining professional. This is so important in this digital age where we don't all "subscribe" to the virtual meeting, but require the face to face time, so any questions or issues can be discussed, clarified and corrected.
Despite meeting in the late afternoon Tracy had all the time in the world, and at no point did we feel "rushed"
We can highly recommend Tracy as your advisor!!!

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Stephen Rowins 4 months ago

Our experience with Daniel was excellent. He is very knowlegeable and clearly explained the investement options available to us including both the short and long term implications of asset growth. There is significant uncertainty in the economy and Daniel devised an investment plan that suited to our particular needs as we approach retirement.

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Julie Jackson 4 months 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.

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Judith Hill 4 months ago

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

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Graeme Caplan 4 months ago

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

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Craig Wheatley 5 months ago

Friendly and professional service.

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Linda Bolger 5 months ago

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

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Brian Harvey 5 months ago

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...

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Bruce Blee 5 months ago

Thank you Tracy for the hard work and research you put into my finance portfolio

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Stephen Brown 5 months ago

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.

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Veronica Brown 5 months ago

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.

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Bruce Blee 5 months ago

Thank you Tracy for the hard work and research you put into my finance portfolio

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Travis Bienkowski 6 months ago

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.

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Amy DellaMaddalena 6 months ago

We had our annual review today with Tracey. She is professional friendly and given us easy to understand advice. Very happy with her service.

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Financial Planning & Advice Perth

Our Financial Advisers have over 40 years of combined experience
making us one of the most experienced teams in Perth.

Call Us Today (08) 6462 0888

OUR SERVICES

WHAT OUR CLIENTS ARE SAYING

Financial Planning & Advice Perth

Our Financial Advisers have over 40 years of combined experience making us one of the most experienced teams in Perth.

Call Us Today (08) 6462 0888

Our Financial Advisers have over 40 years of combined experience
making us one of the most experienced teams in Perth.