“Thanks also for your continuing excellent financial advice.
We think you’re the best asset we’ve ever invested in.”
– Alistair. B (Glen Iris)
Thanks for being so awesome and taking care of all our finances for us.
I really appreciate this email and how well explained and easy to digest the message is.
Most importantly, the timeliness.
Well done! We are in good hands and look forward to continuing to work with you.
Michael and I wanted to let you know how amazing Michelle was at assisting us with our application last night. She was fantastic and made us both feel very comfortable-even on some of the awkward questions!
We really appreciate that she went out of her way to call us at a time that suited us as well. We all had a great laugh, and couldn’t be happier with the outcome.
Thanks, Rachel and Michael.
I’m happy to recommend your services to anyone who may be interested. You have been of great assistance to my husband and me with our financial planning.
I am a new client of Benchmark (David Silver). I initially thought financial advice was something for people nearing retirement, not for a person aged 20 something with no assets.
When my father passed away, my brother and I were left to deal with a messy estate which was emotionally draining, stressful and more complex than I ever imagined.
David and the team worked efficiently from the first session providing us with advice, explaining details and guiding us to far better financial decisions than we would have made on our own.
We would not have been able to progress to the point we are at now without the assistance of David and his team. We are now travelling & enjoying some time out safe in the knowledge that our funds are being looked after by someone I trust and that the strategy in place leaves us with financial flexibility.
In addition David assisted us with a complaint to the financial ombudsman against Westpac Bank following some shocking service, which made dealing with the Estate very difficult. The end result was an attractive settlement that at least partially made up for the stresses Westpac put us through.
I can highly recommend Benchmark Financial Services whose Advisers & staff are trustworthy, honest and efficient.
‘Thank you for the work you do for us. I’m sure I would not be retiring now had it not been for your help and advice!’
Thank you sincerely for the incredible assistance and advice regarding the insurance claim made recently for lost income due to illness.
I recall how Rachael made me aware of the need to reassess my income protection insurance cover many years ago and thinking I would never need it.
As it turns out, the new policy which I purchased as advised by Rachael, covered me for my recent illness which caused me to not be able to work for 3 months.
Despite attempts to go back to work (which unfortunately culminated in a week in ICU), Comminsure made no hesitation in honouring my claim which covered me in full for 2 months of my annual income. I am now back at work at around 50% capacity and have been advised there are no issues in making another claim accordingly.
Rachael arranged communication between Comminsure and myself and emailed the appropriate documents in order to submit my claim. She was very professional in assisting me when I had questions and I dare say I could not have completed the claim without her help. The overall process from claim to payout was about 3 weeks. You certainly made what I would consider to be a stressful time an absolute breeze. In fact, I couldn’t have experienced greater support from Financial Services Partners, namely, Rachael Groenendijk.
Once again, I thank you for your incredible professionalism and genuine care.
All good businesses to be successful need to be credible and have honest and reliable people directing and working for them.
Some fifteen years ago prior to my retirement I was looking for a sound financial adviser to look after my assets.
After recommendation I appointed John Mansfield and I have never regretted that decision. David Silver and Rosanne Joyce have since joined him in a Managerial capacity and they have been equally able to give excellent professional advice.
During the recent period of falling investment markets they were able on my behalf to take advantage of some opportunistic corporate actions and provide access to high yielding, low risk securities that have resulted in some very profitable gains.
Their personalised advice and hands on approach have proved to be invaluable.
Rosanne, David & John have managed my Portfolio for 17 years now and in that time their service has always exceeded my expectations. They continue to ensure my financial needs are met and that I am fully informed with the reasonings behind their recommendations. I feel very comfortable knowing that Rosanne & David are managing my finances and have full confidence that their approach to financial planning will continue to produce excellent results for their clients.
I am very grateful for the personal touch which Rosanne and David have always provided with my financial planning. They have always advocated the long term approach and my Portfolio has experienced excellent growth as a result. I have had a very long term association with Rosanne, David and John & I look forward to continuing to plan my financial future with their professional guidance.
L. KULPA (Cheltenham)
Thank you sincerely for the generous amount of time spent on advising me on all financial and insurance matters. After making a significant professional change, John made me aware of the need to reassess my income protection insurance cover. As it turns out, the new policy which I purchased as advised by John, covered me for my recent out of work accident.
Alan Silver (Commercial Airline Pilot)
John Groenendijk (Southern Cross Hotel)
C. Carson (Nth Melbourne)
M. Chestney (Brighton)