Jenni Proctor - Career Clarity
Career Counsellor – Career Coach – Career Change Specialist
For many years we didn’t deal with a financial planner because we were sceptical that the assistance we would get would be worth the fees, and a little concerned about putting our financial matters into the hands of someone else. It was through meeting Marilyn Bee that we became aware of the outstanding approach that Financial Professionals takes with its clients. Once we understood their philosophy and the services they provide we decided to investigate the possibility of becoming clients.
I wish to thank you and all of your staff for the great service you’ve given me in nearly 10 years. I’ve seen how your clever strategies and your well trained staff in each department come together to always put out a great result for me – even under time pressure and in tough times. It’s not just that you’re the best at what you do, but also that your planning and recommendations always work out well for me, because you know how to actively listen and communicate – you understand me. This isn’t only with me, but I have seen it too within your own departments and external companies you deal with on my behalf.
In my opinion Financial Professionals are a world class company. I am grateful they are situated here on the Gold Coast. In 2003 my accountants advised me to seek professional advice regarding my Self Managed Super Fund. I was introduced by the accounting firm to Financial Professionals.
My wife and I selected Financial Professionals to develop and manage a strategy for my SMSF at the beginning of 2002. Since that time the team headed by Ross and Marilyn have earned my greatest respect for their professionalism, friendship and empathy towards our financial needs whilst considering our personal and family requirements.
Weren’t we lucky to find Financial Professionals,” said my husband. “Now I can continue to work my consultancy practice beyond retirement, knowing our nest egg is in expert hands; no more money worries and bothering about the state of our portfolios.”