DEREK, NEW AUCKLAND, QLD

Just writing to say a big thank you to 2 wonderful and kind people at the advisory firm Paul Carcallas and Kristen Hodge who helped me sort out the nightmare that was my superannuation. After years of trying to sort it out I had all but given up to much paperwork and headaches and companies that just didn't care. Then I was contacted by the advisory firm and talked to Paul and Kristen and not only did they talk to me like a friend they were extremely good at their job. I would highly recommend them to anyone who is trying to consolidate superannuation. They have not only saved me money they explained everything and made it very easy to understand. Thanks again excellent job

CHARMAINE, CANNONS CREEK, VIC

I just want to say thank you for all your help with mine and my husband’s super. You have made everything so easy to understand, the fact we have both made money in 12months is fantastic. I was so worried I was going to be left with nothing because I just kept losing money and my husband was never willing to do anything about his finances. Since talking to you he has been so organized in getting his super sorted, he has started salary sacrificing as have I and he is actually thinking about when we retire instead of just spending all his money now. I couldn't be more grateful for all the help you have given us, even when I ask you silly questions. I look forward to the day we can both stop working because i know you and your firm have really looked after us.

JAMIE, WYNNUM WEST, QLD

Paul and his team at The Advisory Firm have been amazing to deal with, literally no stress or fuss and nothing I have asked/tried to learn has been too much to deal with for them. Thanks guys for everything you have done so far, I look forward to a long and prosperous future together.

GLEN AND BRENDA, ROSEBERRY, TAS

I would personally like to thank you for your assistance . After being contacted by Paul to consider and changing our superannuation to Netwealth, I was diagnosed with cancer, Paul’s immediate response was to get in touch with my insurance provider, and in a three way phone hook up got me started on a possible claim which is still on going , during my radiation and chemotherapy treatment Paul went out of his way to call me and check on my progress, which was greatly appreciated, As with situations like this going from a full wage every fortnight to having to try and survive on sickness benefits is extremely difficult, due to my illness which will see me off work for a significant amount of time to come and not being able to cover some debts such as rates and general bills that have got beyond us due to no income, this is why I got in touch with Paul and explained my situation to which he sent me the paperwork for transition to retirement, this has allowed us to access funds from my superannuation which will pay these bills off, and allow us to successfully manage our finances while on benefits, Paul has gone out of his way to help in this situation to which I am extremely grateful, He has also bent over backwards in setting up my wife in her superannuation change over which is very much appreciated Paul has been available at all times , when you call him you get Paul not an answering machine.

MICHELLE AND NICK, MANLY WEST, QLD

Both Nick and I would like to say a big thankyou to Paul Carcallas from The Advisory Firm. He recently revaluated our superannuation policies and life insurances. Being able to have phone consultations has helped immensely rather than having to have face to face meetings organizing time off work etc... Paul was always extremely helpful and explained things in a very understandable way. We would certainly have no hesitation in recommending him and his firm to future clients.

STEWART, LOGAN VILLAGE, QLD

I have recently become a client of The Advisory Firm, and I couldn’t be happier. I attended a brief consultation, where I was encouraged to dream build about what I want my retirement to look like. I’m only quite young- so retirement wasn’t something that I think about often however, I do now. I can comfortably go to bed every night with the knowledge that my superannuation is now all consolidated for me and its working hard WITH me- working towards securing my financial future so I can provide for my family. The advisers there couldn’t be more helpful and committed to making sure I was invested correctly for my age, stage and my investment appetite. I also sorted out my personal insurances while I was there.

1300 194 657

165 Varsity Parade,
Varsity Lakes, QLD 4227
Australia

admin@theadvisoryfirm.net.au

Elevate your mind and sign up for our monthly newsletter here.

Being the first to know always feels great, subscribe to be notified.
The Advisory Firm
165 Varsity Parade,
Varsity Lakes, QLD 4227
Australia