Money Partners Financial Services — Accounting in Furnissdale

Reviews of Money Partners Financial Services

• Patrick

  Added 2015.04.21

  "I approached Money Partners because a friend had set up a pension fund and reported great returns with low to moderate risk which suited her. I was already an AMP client and enjoyed good returns last year on a small but high growth policy. I had just received a large amount of money plus my mother had just passed leaving me an inheritance. I had complex estate issues and was not aware that my binding nominations relating to my super beneficiary expired much quicker than I though, which could have been disastrous in my case. Carly sat with me, understood my priorities and worked with me to set up a solid financial plan that was realistic and met my short and long term goals. Money Partners is a good name as I really feel I am in a partnership for the long term."
• Alexander

  Added 2015.04.02

  Carly assisted my wife and I with tailoring our superannuation into a fund that best supported our careers and lifestyle. Carly also supported us in setting up our life insurance, TPD and income protection insurance policies. She provided detailed explanations throughout the process to ensure we got the policy which was not just the best for us now, but more so into the future which as we found out was particularly important. She was very accessible to our queries and took a personal approach in all her dealings with us. Would highly recommend.
• Jaden

  Added 2013.08.25

  Tracy-Lea Connor