What Our Clients Say
The team of specialist advisers at FM Financial can help you make the right financial decisions for both now and the future. Here is a sample of what FM Financial clients say about their experience with FM Financial and their adviser. If you would like more information please ask your adviser or anyone on the FM team.
John & Suzanne Collins
07 May 2014
"It was some 20 years ago, when due to an upcoming marriage, it was felt that assistance with financial matters was needed to look ahead to the future and where we wanted to be when retiring from the workforce.
It was then that we went to see Robert Holt who was recommended to us by a mutual friend. We discussed what we were wanting out of a retirement fund and how was the best way to achieve this. Robert took into account all of our own personal investment wishes and concerns.
During the past 20 years, we have received what we consider to be, very solid financial advice that has been put into place which now allows us to have a future of financial security. We have taken advantage of the suggested reviews which have given us the confidence of knowing that our portfolio has been managed according to our wishes and is giving us the best return.
During the GFC times, Robert was continually reassuring us that leaving our funds in the managed portfolio was the way to go and this has certainly proven to be correct. We have on some occasions been advised to change the mixture of our portfolios and have been confident to do this in the knowledge that Robert was working for our future.
During our association with FM Financial and Robert Holt, we have been very confident to recommend them to our friends to discuss their financial future.
We believe that the financial market is one that requires more knowledge than we have and would highly recommend using FM Financial to anyone considering a financial planning firm."
Michele and Ron King
19th Feb 2014
I'm sending this little note to thank you for your time spent so patiently explaning the way my superannuation works.
I'm afraid I've been a slow learner and probably a reluctant one too, when it comes to investments. It's making more sense now. Your patient one to one approach has certainly helped.
It hasn't helped in the past if I've been in a larger group e.g. at work nearing retirement. I've often faded out as I haven't understood the terminology. You are obviously very busy so thank you once again for your time and patience."
Joy & Mike Peach
“Leanne’s approach and information she provides always leaves you feeling comfortable and confident even from our very early visits to her.
We've worked with Joy and Mike to help them feel comfortable and confident in making decisions on their financial future. Our straightforward approach means that you always know what's going on.
My wife and I have been clients of Hillross Financial Services Limited for over 10 years. Our adviser Leanne Stokes has undoubtedly played a vital role in securing our sound long-term financial future.
As a result of our confidence with the service provided we have referred many other people to Leanne many of whom are now also clients and commend highly the help they have been given.
Staff are friendly, courteous, and very professional and have been loyal over a considerable time. Specifically Leanne’s approach and information she provides always leaves you feeling comfortable and confident even from our very early visits to her.
Even when we have been in doubt, she has been able to quickly dispel any anxiety by choosing words that enable us to easily understand what she is talking about.
Finally, it is a big decision to make to allow someone to help you invest your life’s savings. FM Financial and Leanne’s services in this respect have never left us in any doubt that we have always been given up to date, accurate, and very reliable information.”
“I have been a client of FM Financial for around 6 years. My adviser Kelli Hooper has assisted me greatly in planning for my financial future and helping me to achieve my lifestyle goals.
I find that the staff are very professional and always make me feel welcome when I enter their premises or ring to speak to Kelli.
I noticed that Kelli’s contact is always regular and timely for what is happening in my life and also in the markets. She has not avoided dealing with me during market downturns but has regularly revisited my strategy and the long term goals I have put into place
Trust is a big thing when dealing with a planner. I have always been pleased with the advice that I have been given. I can see my short term goals being obtained and that reassures that I am on the right track with a planner who understands me and will work with me to achieve all of my objectives. I would have no hesitations to referring Kelli to both my family and friends.”