Great experiences; great words of thanksMonday 12 December 16
The value of advice can mean many things to different people. Last week we started posting words of thanks from New Zealanders for the different ways their advisers have helped them. Since then, the great comments have been pouring in – a few examples are below. If you’d like to share a few words from your clients, you’re welcome to email us at firstname.lastname@example.org.
Here are a few words from Kiwis about their advisers…
“I have dealt with Craig Seton several times and have always found him to be great to work with. His knowledge and approach is outstanding and he has always done the best for me and what I need. I highly recommend Craig and the team at Mortgage Link Manawatu as they are the only people to go to for all mortgage/loan needs.” Testimonial for Craig Seton, Mortgage Adviser, Mortgage Link.
“We are writing this email as a testimonial for Gary Dunlop and the staff of Dunlop Insurance. We have been Gary’s clients for nearly 3 years and have fully enjoyed every interaction with Gary and his team!
Dunlop Insurance was thankfully referred to us by a colleague and we were immediately impressed by the time and care both Gary and his team took to get us the best insurance deals out there for us.
Not only are they genuine, caring people, they are also extremely patient and kind, always taking the time to explain all insurance policies etc. Gary is ‘on the clock’ 24/7, answering emails promptly no matter the time of day or the day of the week which is so rare!
They have worked hard to ensure that we feel like we matter and for that we are grateful. Thank you Gary, Jenna and Co.!” Testimonial for Gary Dunlop and Dunlop Insurance.
“I am exceptionally pleased with Dunlop Insurance who provide an outstanding service that meets my needs with the minimum fuss and maximum professionalism. Would not hesitate to recommend them any one.” Testimonial for Gary Dunlop and Dunlop Insurance.
“Steve was recommended by a friend of mine to advise me on a complex set of QROPS (UK pension) transfers which involved have a detailed knowledge of the relevant legislation as well as a strong understanding of investment strategy and markets. Steve was excellent on both aspects. He understood what I wanted to achieve and, after combining this with the risk assessment, gave pragmatic, consistent and easy to comprehend advice. Additionally, this has always been followed by timely execution of what was agreed. Overall, I have both enjoyed having Steve as my adviser and, more importantly, have been grateful for his advice in navigating a difficult and important part of my investments.” Testimonial for Steve Baker, Saturn Portfolio
“Over seven years, Selwyn has provided us with everything we need from a financial adviser. He has built a relationship with us, which sees us trust him implicitly.” Testimonial for Selwyn Parker CFPcm
“Selwyn manages a number of portfolios on behalf of clients of Keam Standen. We find him an excellent communicator, keen to keep abreast of developments in the market place, and pro-active in his services to the clients. His professionalism is commendable” Testimonial for Selwyn Parker CFPcm
“Carricks have been looking after our business and personal insurances since my husband first went out on his own 6 years ago. We find Paul and Sally’s personal touch, knowledge of the insurance industry and business experience and expertise to be the reasons why we continue to be an unwavering client of Carricks. It is great to know that they are just a phone call away to deal with any issue that might crop up for us unexpectedly.
We appreciate their patience with working around our crazy schedules to make sure that we are getting the best cover that we need on a business and personal level to keep functioning if anything should happen to us. This gives us peace of mind, knowing that we have people we can rely on that would step in and look after the financial well-being of our family and company.
To us, Carricks aim is to find what is right for us – our circumstances – we are not just a number at the end of the telephone. This is what sets them apart from their competition.” Testimonial for Carricks.
“It’s great to know that Paul and Sally are just a phone call away. Recently my husband bought a vehicle, flew from Hamilton to Christchurch to pick it up from Christchurch airport and drive it home. One phone call to Sally and he was insured the moment he took over the keys, changed the vehicle ownership and before he left the airport – he was very impressed with the prompt service.
I would like to take the opportunity to thank Paul and Sally for looking after my family’s financial future and look forward to many more years on this journey.” Testimonial for Carricks.
Other news from December 2016
Latest views from advisersMonday 12 December 16
In Round Two of the Latest Question, we’re asking advisers how Financial Advice New Zealand can best support the needs of different types of advice and advisers. Below are a few of the responses we’ve received so far.Read More
Have you had your say?Monday 12 December 16
Different types of financial advisers need different things from their representative body. As a mortgage adviser, what do you want to see from Financial Advice New Zealand? As an insurance adviser? As an investment adviser? As a financial planner?Read More