Why Have A Financial Review?

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If you’re reading this then chances are that you’ve either not had a financial review for a while or you’re looking for the Australian Financial Review…

Well, unfortunately we can’t help you with the latter, but we can open your eyes to the importance of considering a financial review in your personal finances.

For one of our clients, Sonja Turner, a financial review changed her entire perspective on her finances.

Sonja had previously received advice from a financial adviser almost 10 years ago. She hadn’t even considered a financial review, that was until she received a phone call…

It was a fortunate enough situation that one of our advisers had just taken over some clients from Sonja’s old adviser.

At the time, a review wasn’t at the top of her mind.

However, our adviser, Brett Waldock, persisted on the benefits it would provide to her and her family.

So, Sonja followed Brett’s advice and agreed to meet at Financial Framework one afternoon.

It was to Sonja’s disbelief that she had been doing herself and her family out of thousands of dollars every year.

When Brett did a review of Sonja’s finances, he found that he could save them a couple of thousand dollars each year, just in their insurance premiums.

Check out what Sonja has to say in the video below.


In the meantime, to see what our other clients have to say, please visit our financial adviser testimonial page.

Contact us today and see how we can help

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