Reviews
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.
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.
We have found the staff to be attentive, knowledgeable and approachable at all times.
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.
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.