Our happy clients are the best referrers. These testimonials affirm our character and qualifications, and endorse the quality of services we provide.
“When my Superannuation became too complicated for me to manage myself, I looked for someone who would manage my super as if they too had to live off the results themselves – Someone with honest and upright principles that I could unreservedly trust with my future. All this I found in Ben Whitwell. I have never regretted my decision of years ago, and am now happily enjoying the fruits of Ben’s labours.”
Testimonial from Heather B
“My wife and I are enjoying a comfortable early retirement thanks to the extensive experience & professionalism of FinAdvice Financial Planning. Ben Whitwell always has sound advice based research.”
Endorsement from Michael R
“We are so grateful to you for (removing) all the worry we would have had, had it not been for you!”
Testimonial fromTom & Sandra
“From our first meeting with Ben, as complete financial novices, we felt extremely comfortable due to his patience, professionalism and affable nature. We have now had an association with Ben for 2 years and over that period he has given us sound advice and kept us up to date with our investments very efficiently. His integrity and ease of communication makes it a pleasure to recommend his services.”
Endorsement from Colin & Anne
“For over two years, Ben has provided us with timely and well-considered financial recommendations, offered with an awareness of our particular circumstances.”
Testimonial from Bruce C
“Ben thanks for the recent comprehensive update on my super account, we have always found your advice to be very reliable and honest to our goals.
Over the past couple of years as the world finances impacted on our nest eggs you have managed our accounts to minimise that impact on our accounts. The experienced you have shown has meant we are still in a very healthy financial position as the financial waters begin to smooth.
We, as you are aware, are finalising our plans for the two-year meander around our magnificent country in our motorhome. There is much for us to do prior to our departure but it is a great comfort to us both knowing finances will not be a worry for us.
We are very confident that you will continue the high level of professionalism in managing our accounts in our absence that has been evident since you began to manage our accounts several years ago.
Also, Ben it would be remiss of us not to mention the work of the girls at the front office. We have always found them to be most courteous, friendly and helpful whenever the need arose to contact you. Again thanks for your expertise and guidance over the years and we will maintain contact during our tour via e-mail.”
Endorsement from Ron & Di
“After searching we decided to engage Mr Ben Whitwell of FinAdvice Financial Planning, and what a difference, we could not be more pleased. The professionalism and solid advice by Ben and his qualified staff is most impressive, and with regular contact for fine tuning, we feel our money is in safe hands.”
Testimonial from Tom & Betty
“My wife and I went to Ben for financial advice in preparation for retirement. Ben listened carefully to us over several hours to get a picture of our financial position and future plans. In our discussions, Ben showed his breadth of competency in giving us various options to consider while clearly explaining their ramifications to us.
Ben prepared an appropriate financial plan, explained it to us, and made sure we were comfortable with all proposals. He has always consulted with us, and made sure we understood and were happy with what he proposed.
We have found Ben and his staff friendly, approachable, and helpful. We are happy to recommend FinAdvice Financial Planning and Benjamin Whitwell for Financial Planning.”
Endorsement from David & Jenny
“I trust Ben Whitwell to always provide me with the right advice in a timely, informative and easy to understand manner. Ben’s extensive knowledge and skills in the area of financial planning are of the highest quality, allowing me to realise maximum returns on my investments.”