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Financial Foundations

Testimonials

Bruce and Karen CunninghamRetirees

"We have been with Financial Foundations for 3 years and are extremely pleased with their commitment, availability and awareness of our personal financial needs. Being disgruntled with our previous financial advisor we were recommended to Financial Foundations. When we met with Financial Foundations we were extremely impressed with how quickly they understood our personal financial circumstances and the competence with which they set up an appropriate profile. Previously, we were constantly monitoring our superannuation balances but under Financial Foundations guidance we are much more relaxed and confident that our finances are well managed and modified regularly to match the market trends. With the volatility of the current market, such management is vital to ensure stability of our superannuation balances. Financial Foundations provide this for us. We now sleep much better and can focus on enjoying our retirement knowing that our finances are in caring, competent hands. We highly recommend you contact Financial Foundations for personalised service, a decision we are sure you will be happy with."

Kevin MackayPrincipal

"In my capacity as a client and as the Principal of a school where members of the teaching staff have also benefited from informed advice and financial management support.

I am pleased to be able to provide an unqualified statement of confidence in the ability of FFA to provide and deliver reliable, sound and timely financial advice, along with quality and personal service.

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Tony CerraAssistant Principal

"FFA made very complex issues simple to understand. They have passion for what they do and it shows. They are willing to answer all questions providing up to date information. Thanks again for your presentation and your continued support of our Assistant Principal Network Group."

Stephen ReesPrimary School Teacher

"FFA has offered me advice and support in salary packaging, superannuation planning and investment opportunities. I am happy to be working with advisers who are sympathetic and understanding of the needs of those of us working in schools and whom are expert in the intricacies of the Emergency Services Superannuation Schemes (ESSS)."

Mark & Colleen GrockeRetirees

"Having recently sold our business we required advice to prepare our finances. We operate a self managed superfund & are also in the transition to retirement stage of life. The everyday language & graphs FFA used to explain this process has set our minds at ease & given us tax relief we may not have otherwise received. The information & continuing support has been very professionally executed. We have no hesitation in recommending their services to anyone requiring financial advice."

Munis SomerAccumulator

"I became a client at FFA back in 2012 after the passing of my dear father. My parents had for many years entrusted in them to look after their financial affairs which were very complex, such as retirement planning, super and investment advice. Since our first meeting I have been very happy with the services and advice they have provided me and my dear mother’s complex portfolio. They have greatly helped me in many areas of estate planning,
aged care, super, pension and redundancy.

After 3 years utilising their services I am more than delighted with the professional, high standard services I am receiving to this day as its very refreshing to work with a financial adviser who is truly interested in their clients needs and circumstances. The staff at FFA are always contactable, helpful and courteous and I am highly impressed with the depth of knowledge they offer.

Their ethical and caring nature is why I would highly recommend them to future clients."

Kerry AlbressPre Retiree

"I have been a client of Financial Foundations for over 25 years. Financial Foundations have always been very knowledgeable and reliable professionals who operate to a very high standard. Financial Foundations have always given me sound financial advice regarding my portfolio which includes my superannuation and my recent redundancy. This has enabled me to feel comfortable about my future and my retirement. At all times Financial Foundations have listened and responded to my questions promptly and will happily go out of their way to deliver great client satisfaction. I would recommend Financial Foundations to family and friends for any financial advice."