Financial Decisions tailored our portfolio so we don’t just get a standard portfolio.
Our relationship with the firm is great – the personal nature, professionalism, timeliness, courteousness and good quality of service and advice. The FD business model is good. We pay a monthly fee that is predictable and transparent.
Over the years, we have been through a number of financial planning organisations but Financial Decisions has worked for us. Our interests are at their heart, rather than them being in it for themselves.
Being a small organisation, I get personalised service. I like the one-stop-shop for advice, tax, estate planning – this is very important to me.
We enjoy the fact that we can actually talk to our adviser and the staff in a friendly manner. And we can understand what they are saying. The Financial Decisions team is very approachable.
I get good advice from Financial Decisions. They are always available and I’m not inundated with unnecessary things. They are always prompt in returning information and answering questions.
I appreciate the astuteness of the investment advice and the personalised contact.
People buy from people and I need to like the people I buy from. With Financial Decisions, I get this. The relationship I have with my adviser is second-to-none. I am busy and therefore if I need something, Financial Decisions are very responsive. I get answers fast.
I’m impressed by the seriousness of their intent and the personal qualities of the team.
Wow – a young team with up-to-date knowledge. Our adviser is professional and knows what he’s talking about. It gives me confidence for a good future.