TESTIMONIALS

/TESTIMONIALS
TESTIMONIALS2018-04-19T07:41:10+00:00

TESTIMONIALS

ANDREW HEAVEN
Hi Andrew,
Just read about you being awarded NSW Adviser of the Year – well done you. Anyone who was able to successfully direct me on the right financial path deserves the award 10 times over!
Hope you’re fab. Life’s good in Queensland. Can’t believe I have been in my house for 4 years.
Again, big congrats on the award – couldn’t think of a better person to receive it.
Cheers
Annie
ANNIE 2017

ROGER’S STORY
After speaking with a number of financial planners from various organisations, we made a decision to work with Andrew Heaven and WealthPartners. The primary reason for this was his ability and willingness to provide financial advice that took into consideration important tax concerns … [READ MORE]
ROGER SLEEMAN

MARGARET’S STORY
‘I now have the investment property I have always wanted. Chris has been great to deal with. He made it all happen. I have been a client of Wealth Partners for I’d say around 15 or 16 years and have recently been dealing with Guy Buchanan. Sadly my mother passed away earlier this year … [READ MORE]
MARGARET – October 2014

JANE’S STORY
David (Rodgers) has been supplying financial advice on superannuation and investments to my husband and I for a number of years. We couldn’t be happier with his service and the outcomes, and find him very responsive and highly ethical in all his dealings -attributes which can be quite hard to … [READ MORE]
JANE – February 2013

I COULDN’T HAVE HAD A BETTER FINANCIAL ADVISER …
I would like to say that I have been very happy with the service I have received and the professionalism that I have encountered when dealing with David Rodgers over the years. Thank you David. I couldn’t have had a better financial adviser … [READ MORE]
WARREN F – 23 March 2013

ROD & LAUREL’S STORY
We have nothing but praise for the service we have been shown. Like everyone else we had to endure the worry of the global financial crisis but during that time David Rodgers was very positive and this was a great comfort to us … [READ MORE]
ROD & LAUREL – 22 June 2013

I HAVE REFERRED TWO FRIENDS TO DAVID ALREADY …
David Rodgers has been my financial adviser for 5 years. During this time I have been most impressed by his foresight, attention to details and regular consultation with me on matters affecting the management of my superannuation and … [READ MORE]
RW – 9 August 2013

DALE BARRATT – Tasmanian Perpetual Trustees
Hi Andrew,I just wanted to send you a quick note regarding the November edition of the FPA Financial Planning Magazine, which I have just read. It was refreshing to read … [READ MORE]
DALE BARRATT – Portfolio Manager at Tasmanian Perpetual Trustees

DON & SILVA’S STORY
Earlier this year I was faced with the unexpected and was diagnosed with terminal cancer. As the cancer progressed fairly rapidly, I was no longer well enough to work. I never for one moment thought I would be facing this situation. You always think these things just won’t happen to you …[READ MORE]
DON & SILVA

I BUILT MY OWN HOME AND I CAN STILL BUY SHOES!
I first met Andrew ten years ago in my early 40’s when I was at a stage In my life where I spent every cent I had and lived my life on credit, I was juggling multiple credit cards and paying one off with the other. I knew I had to do something about it as my financial life was spiraling out of unmanageable control … [READ MORE]
ANNIE

NINO’S STORY
Nino Tenaglia approached WealthPartners to review his mother’s aged pension payment and to help improve her aged care situation. As a result, Nino and his family now have peace … [READ MORE]
NINO TENAGLIA

RELIABLE & PROFESSIONAL
Bill [Rainger], as a financial adviser is reliable, and tries his best to help out and will give great answers with the best results. He is friendly as well as being an expert & professional … [READ MORE]
ROOSMELLY (Melly) PALI, ETAX, LOCAL ACCOUNTANT (ELA)

WENDY’S STORY
I first met Chris Lau and Bill Rainger in November 2013, not long after I had been diagnosed with breast cancer. Being a single mum I was very concerned. Not only was I very worried about my health, but also about my financial situation and how I would be able to pay for any of … [READ MORE]
WENDY – November 2014

 

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.