Testimonials

Our customers say it best

Read about our customer's experiences.

It's been quite a number of years since we first met, after a long relationship with our previous Financial Advisor.

We thought that no one could replace him and the repour we had, then we met you and instantly

our concerns swept away and you have looked after our Financial wellbeing since then.

People are quick to criticise but reluctant to praise.  I intend to comment appropriately.

You are an outstanding person, as I have said to you previously "1st Class" who has at all

times been supportive, receptive to our needs, generous in advice and knowledgeable in the

Financial Planning arena.

However, what is the most outstanding quality you process from my perspective is the way you

treat us.  I have an Accounting / Financial background whereas my wife does not and it has

always concerned me that should I not be around then my wife is left with the challenge of

dealing with the unknown area our Retirement Planning.

Knowing that you will be there for her lifts a huge weight of my shoulders.

Melissa I could go on and on but the above summarises what needs to be said.

Finally, your support staff need to be praised with particular mention to Andrea and Yvette.

Andrea never disappoints me with her smiling face, warm greeting and good conversation and

Yvette your back up is Brilliant (with a capital B). Not only does she respond to all my

requests in a very timely fashion, but has the knack to add additional information that she

feels may be useful.

Jennie and Michael

 

Irene has been advising us on our self-managed super fund structure and investments since 2014. When we know we need Super advice, we get Super advice very quickly. We are coached, to understand our super needs, she is unobtrusive and delicate. If we need counsel, we get counsel; directly, honestly and sensitively.

Our “Super-Star” is always well prepared and helpful. She creates understanding. She brings information not just data. She steers and guides us to our conclusion.

She thinks about our fund as if it were her own.

Ian and Merilyn

 

It's been quite a number of years since we first met, after a long relationship with our previous Financial Advisor.

We thought that no one could replace him and the repour we had, then we met you and instantly

our concerns swept away and you have looked after our Financial wellbeing since then.

People are quick to criticise but reluctant to praise.  I intend to comment appropriately.

You are an outstanding person, as I have said to you previously "1st Class" who has at all

times been supportive, receptive to our needs, generous in advice and knowledgeable in the

Financial Planning arena.

However, what is the most outstanding quality you process from my perspective is the way you

treat us.  I have an Accounting / Financial background whereas my wife does not and it has

always concerned me that should I not be around then my wife is left with the challenge of

dealing with the unknown area our Retirement Planning.

Knowing that you will be there for her lifts a huge weight of my shoulders.

Melissa I could go on and on but the above summarises what needs to be said.

Finally, your support staff need to be praised with particular mention to Andrea and Yvette.

Andrea never disappoints me with her smiling face, warm greeting and good conversation and

Yvette your back up is Brilliant (with a capital B). Not only does she respond to all my

requests in a very timely fashion, but has the knack to add additional information that she

feels may be useful.

Jennie and Michael.

After a long relationship with our previous Financial Adviser, we thought that no one could replace him, then we met you and instantly our concerns were swept away.  You have looked after our financial wellbeing since then and have been supportive, receptive to our needs, generous in advice and knowledgeable in the Financial Planning arena.

The most outstanding quality you possess is the way you treat us.  I have an accounting/financial background, whereas my wife does not and it has always concerned me that should I not be around then she would be left with the challenge of dealing with our retirement planning. Knowing that you will be there for her lifts a huge weight off my shoulders.

Jennie and Michael

After a long relationship with our previous financial adviser, we thought that no one could replace him, then we met you and instantly our concerns were swept away.  You have looked after our financial wellbeing since then and have been supportive, receptive to our needs, generous in advice and knowledgeable in the financial planning arena.

The most outstanding quality you possess is the way you treat us.  I have an accounting / financial background whereas my wife does not and it has always concerned me that should I not be around then my wife would be left with the challenge of dealing with the unknown area of our retirement planning. Knowing that you will be there for her lifts a huge weight off my shoulders.

Jennie and Michael

I cannot speak highly enough of the professional advice and care I have received from Malcolm Weatherley and the staff of AMP Advice Chatswood.  The reception extended is always warm and friendly whenever I phone or visit in person.

The sense of security Malcolm has provided whilst dealing with my monetary affairs has reduced and indeed removed all the anxiety and stress of this aspect of my life.  I feel a sense of relief when I see the AMP Advice Chatswood sign.

Mal has actively helped me with matters beyond the call of duty and for this I will always be grateful. I admire his professionalism, his understanding and patience.

Nancy

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These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.