Rick Martin - Perth WA - Approved Financial Planners, Perth WA

Retired MD

Waterside Welding Fremantle

As my Financial Planner, David advised me on my superannuation and as I approached retirement, he put a strategy in place which has saved me tax and provided considerable additional funds in retirement. David continues to look after my funds and he is never too busy to meet or chat on the phone.

WHAT OUR CLIENTS ARE SAYING

tim palmer 3 days ago

Thanks Dan and Staff for the annual review. The forecasting for retirement and the software used was very illustrative and useful to understand. Growth in funds and super has been robust in the last 12 months and advice for the next 12 months taken on board. Look fwd to making a few tweaks to the portfolio once the report is completed.

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Maureen Campbell 4 days ago

I've been working with Dan for over 10 years & I have been consistently impressed with his level of professionalism and expertise.
He offers a comprehensive yearly review of my investment portfolio, pension balance, cash flow & estate planning. Dan stays up to date with current trends in finance which gives me confidence that my financial plan is aligned with current best practices.
I appreciate his strategies to maximise my superannuation, ensuring I'm on track for the future.
I also want to mention the support from his team, they are friendly & professional.
I highly recommend Dan.

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John Twigg 2 weeks ago

Hi People - just a quick note letting everyone know that AFP have been nothing but totally professional with my business over the past few years. Tracey has been my latest advisor and I have nothing but praise for her friendliness, approachability and advice covering everything from the value of second-hand cars to having my will updated.

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Bev Philpott 2 weeks ago

Tracey is our new planner. We find her to be friendly and very down to earth. We appreciate having things explained in terms we understand. We hope to have a long relationship with her in her role as our financial planner.

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Cheryl Pooley 2 months ago

Attended a meeting with Tracey Corbett to review financial situation. Meeting went well, Tracey is always very helpful and would recommend Approved Financial Planners to anyone seeking financial advice.

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Juan Ceballos 2 months ago

We are happy with their service and their advice. We followed their recommendations and we now have achieved our goals in the short term. We recommend them.

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Shannon Bedford 2 months ago

Daniel has been providing me with Financial Planning for several years now. My financial literacy is pretty poor so it's great to work with someone who explains things in a manner that is easy to understand. I'm a visual person, so I like that he is able to plug figures into charts and quickly show me the outcomes of various scenarios. Daniel is gives great advice, is realistic about my goals and is also an easy person to talk to.

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Erwin Norbert Babooram 2 months ago

We have been clients of Approved Financial Planners since 2018, and we couldn’t be happier with the service they’ve provided over the years. Daniel Stevens has been an exceptional adviser, making us feel like so much more than just clients. His advice has been instrumental in our financial growth, helping us stay focused on achievable goals while always keeping our best interests at heart.

One of the highlights of working with Daniel is the annual catch-up—he takes the time to truly understand where we are in our financial journey and provides tailored advice to keep us on track. It’s clear how much he genuinely cares about helping us reach our goals.

Having worked with Approved Financial Planners for years, we can confidently say their expertise and dedication have made a significant difference in our lives. We highly recommend them to anyone looking for professional, personalised financial advice.

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Beverly Blight 3 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 3 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 3 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 3 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 4 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 5 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 5 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 5 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 5 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 6 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 6 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 6 months ago

Friendly and professional 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

Rick Martin – Perth WA

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.