What do our clients say about us?
“A more recent client than most. All Financial Services was recommended to me a year ago as a professional organisation that provides sound financial advice and planning.
Since my initial meeting with members of the All Financial Services team one year ago, I have found them to provide services of the highest standard. They are proactive in their approach and rational in their communication and recommendation of services appropriate to my needs.
All Financial Services provided recommendations on business prospects, collated my many Superannuation funds into a fund that works for my income (something I should have done ten years ago), provided beneficial investment advice and sourced a professional to draw up my will.
They also provide me with regular newsletters and flyers inviting me to free financial advice sessions relating to current concerns within the market i.e. interest rate rises, stock market, home loans etc which are beneficial to myself and other clients concerned about the impact these changes have on day to day earnings and activities.
I strongly recommend All Financial Services as worthy of the Small Business Champion Award for Professional Services as that is exactly what I have found them to offer, in particular Financial Consultant Nadia Pearce.
Just as All Financial Services was recommended to me by a satisfied client, I too have recommended them as dependable, courteous and efficient Advisors for all Financial Needs”
Michael Pike
“I believe that my advisor has an in depth knowledge of my personal financial needs and goals. This has been demonstrated on a number of occasions with sound advice based on my financial situation and taking into account my investment window and on the other side, appropriate personal life insurance to ensure that my assets are protected.
I feel very comfortable talking to my advisor about my financial needs. This is due to to the strong level of trust that I have in him. The advice has always been well balanced and with my ultimate goal in mind. I believe that having his trust and openness allows for better advice in the long run. It was from such a talk that opened the door to me having a meeting with an Estate Planner and have wills prepared and structured in such a way so as to protect my assets for my family.
I believe that All Financial Services are a highly focussed and motivated Team. They have an excellent new office that is well laid out and you are made to feel very comfortable when visiting. The image and impression that you have is that of ‘professionalism’ from the greeting of the receptionist who uses your name, to the little things like phone calls to ensure you have received the latest piece of correspondence. Their office fit-out is functional and well considered, professional and practical.
The support staff members are an integral part of the Team and the service that is being delivered I consider being first class. The staff members that I have been involved with have been great. Contact has been timely and quality of the calls has been meaningful and informative. I have had follow up calls as promised and I think that is a sign that a business is running well and the staff are highly engaged and motivated. The staff members always use my christian name and make me feel that I am important to the business.”
Steve Purkis

