Our Client Testimonials

Let's build your financial framework together

YOUR FINANCES WILL AFFECT EVERY SINGLE DAY OF THE REST OF YOUR LIFE.
WE WILL BE THERE FOR YOU, NOW AND IN THE FUTURE


Vin and Franca Dinatale

The Dinatale sisters were referred to Financial Framework by their accountant late in 2017. Since then they have been able to generate a higher income, preserve their retirement savings, and have been able to avoid going out to get 'another job'.

Click the photo on the left to hear about their experience with Financial Framework.

- Vincenza and Franca Dinatale, 14 March 2018
Sonia Turner Testimonial

Sonia was previously with another adviser before Financial Framework. The team at Financial Framework were able to assist in restructuring her finances to lower costs and match her lifestyle better. After not reviewing the family finances for up to 10 years, Sonia now feels more on track with her family goals.

Click the photo on the left to hear about Sonia's experience with Financial Framework.

- Sonia Turner, 14 March 2018

“Tim, Guy and the team have looked after our superannuation, income protection, life insurance and overseas pension entitlements for many years and have proven to be professional, honest and extremely hard working showing great initiative to ensure we are well informed and secure in the knowledge our financial future is being managed by an extremely capable team. I can't thank them enough for the security and peace of mind their care and dedication have afforded us. They have also given us excellent recommendations for other services we have requested assistance with such as estate planning and home finance. They very recently provided much needed help at a very difficult time with aged care formalities for a close member of our family. To say they go above and beyond is an understatement. I can't recommend Financial Framework highly enough. You are a credit to your industry.”

- Carol, June 2020

“This was the first time that I felt comfortable having advisers that listened intently to my story and situation, gave me what felt like truly independent advice and were able to answer questions confidently and succinctly. I can't recommend Financial Framework highly enough. ”

- Mike, March 2020

“I am extremely confident in and happy with the financial advice that Joshua has given to me for securing an ongoing, worry-free retirement. He has skilfully and professionally transitioned my super and pension into a new product. Joshua is a very good communicator of the obvious knowledge and experience that he has of really all the relevant aspects, has been very attentive and sensitive too, and understanding of my current situation and future needs. And he does all of this with confidence and genuine enthusiasm. I can highly recommend Joshua as a financial adviser.”

- Kevin, March 2020

“Joshua helped me in relation to my superannuation. I found that I had tried contacting my super fund but found it difficult to get a response. However, Joshua contacted me and helped me understand where my super was at and what I could expect. I am very happy with the advice I was given and Joshua went out of his way to explain everything to me so I understood. I am very grateful for all his help. ”

- Caroline, May 2019

“Paul has been great throughout the many years he's been my financial adviser. He hasn't made a nuisance of himself by insisting I needed to see him when I didn't. My instructions to him from the word go was to do what he needed to do without bothering me and he has done exactly that. I get an appointment easily when I need to and his advice, (which has always been explained easily to me, because I'm none too bright) has been excellent. He's always good humored and a pleasure to go and see. ”

- Kim, March 2019

“Tim has provided advice to me across a broad range of areas, but mainly regarding retirement generally and superannuation specifically. He has always been able to assist me in identifying the appropriate strategies for my risk profile. Tim has been able to clearly explain things to me. I feel very confident that the advice he has given me was right for my needs. I have received Tim's full care and attention when I needed it.”

- Jamie, January 2019

“Josh has been excellent, he has great communication skills, is very reliable and has offered me valuable and accurate advice to suit my financial needs, I would recommend Josh wholeheartedly”

- Gary, July 2018

“I am extremely confident in and happy with the financial advice that Joshua has given to me for securing an ongoing, worry-free retirement. He has skillfully and professionally transitioned my super and pension into a new product. Joshua is a very good communicator of the obvious knowledge and experience that he has of really all the relevant aspects; he has been very attentive and sensitive to, and understanding of my current situation and future needs. And he does all of this with confidence and genuine enthusiasm. I can highly recommend Joshua as a financial advisor.”

- Kevin, 06 March 2020

“Over the time I have been dealing with Dan I feel confident in his genuine intention to do the right thing by you. Very important when you are entrusting someone else with your hard-earned money. He has clear empathy to enable the right pathway to be found for your risk preference and yet has an excellent strategy behind the pathway. Investment is his passion and this shows. It is not about the number of clients and turnover of clients but rather a quality service and high yield for each of his individual clients. This individual care will prove to be the high yield both for Dan and you as a client in the long run.”

- Andrea Fox, 03 February 2020

“I originally met Dan at a toolbox meeting at my workplace. The topics he was covering really resonated with me at the time so I booked in a time to meet at Financial Framework. A few years later and we have our investments, superannuation, and insurances with Dan and we just bought our dream home with the help of a mortgage broker that Dan recommended. I’d recommend anyone with a few spare dollars lying around (to invest or park somewhere), to get in touch with Dan. Everyone from reception to the admin team is golden – always great to talk to and quick to respond. ”

- Shane Wilson, 10 October 2019

“After a recent heart attack and angioplasty procedure I contacted FF as I wasn't sure what impact this would all have on my existing insurance cover and premiums. Almost immediately Christine Ward (Claims Manager) advised me that under my existing trauma cover I was probably eligible to receive a full or partial pay out. Despite my jaundiced view of insurance companies I followed her concise instructions, filled in the relevant claim forms and forwarded on the documents to Christine, never expecting to hear anything from the insurance company concerned. Not only did Christine give me regular updates as to the progress of the claim but she showed a genuine interest in my well-being, all of which culminated in me receiving a full trauma pay-out, barely four weeks after submitting the initial claim. Many thanks, Christine, for making the whole process so seamless and easy.”

- Andy Jollands, 27 Oct 2017

“Excellent team and first class service. Christine Ward helped us with our claim after Mum and Dad passed away. She made everything as pain free as possible and has an awesome helpful attitude. Couldn’t recommend Christine, Paul and the team highly enough.”

- Lynn Watson, 27 Oct 2017

“Christine Ward and the team at Financial Framework have been of tremendous assistance to me in sorting out my many and varied financial quandaries. I could not have managed it without their help and all accomplished in a friendly and efficient manner...thank you and great work!”

- Pete Young, 26 Oct 2017

“Well my claims were a little difficult with lots of hoops and hurdles to go through. Christine and they team were fantastic. They helped me all the way. Could only recommend them in the highest regard. Great service. Great people. Great result. Well done.”

- Christine Nelis, 26 Oct 2017

“I trust these people. No more needs saying.”

- Christopher Merrit, 16 Oct 2017

“Very happy with the service and ongoing support I have received from Tim and his team, very responsive and helpful. In relation to setting up a SMSF, I have been very happy with the flexibility to choose (or not choose) the level of involvement in the process and financial decision making, I would recommend his services to anyone.”

- Chris, 22 Mar 2017

“Financial Framework was excellent in providing me the best advice to suit my situation. They were extremely knowledgeable and provided me with various options to consider before deciding on the right one for me. The process was so easy and quick and each step was explained in detail so I understood exactly what was required. I highly recommend Financial Framework!”

- Ellen, 20 Sep 2016

“We met Financial Framework in 2014 and they set us up for IP, Life, and Super. We are eternally grateful for their help since. They have recently succeeded in getting my husband his trauma entitlement component from our insurer. They have stood by us throughout the whole process (which was very stressful as no-one ever really anticipates a long period of a complicated illness) of this claim which has taken over a year. They have gone the extra mile in providing any necessary or extra information or advice we have requested... We sincerely appreciate all the help he has given us.”

- Memory, 13 Jun 2016

“When we made our first appointment with Financial Framework, we were very apprehensive as neither myself or my husband understood the concept of Superannuation. We felt very comfortable with our consultant, he explained things in great detail and answered all questions asked. We left our meeting feeling confident that our finances were in safe hands.”

- Elizabeth, 22 Feb 2016

“I had put off thinking about things such as Superannuation and Insurance since moving to Australia - but fortunately for me I was put in touch with Financial Framework through friends high recommendations. Their advice has been extremely useful and they have explained everything to me very well at my level of understanding! Any question I have is answered in a very timely manner and their professionalism is unquestionable. I would highly recommend Financial Framework to anyone looking for a friendly and reliable Financial Advisor.”

- Matthew, 16 Nov 2015

“Dealing with Financial Framework was easy and was not as daunting as I had anticipated. They were understanding and not judgmental when discussing my financial position. I found their attitude and advice to my financial position very refreshing and I wouldn't hesitate recommending them to my associates”

- Erica, 03 Nov 2015