Let us reassure you!
You should carefully consider who you choose to be your financial planner.
We have collected a range of testimonials to reassure you of our ethical standards, and the quality of advice and service we provide. These testimonials are available for inspection at our Wollongong office. See a small range of samples below.
Testimonial - Referral
This testimonial is written in the sincere wish that others may not make the same mistakes that I made in respects to financial advice. After working for the same company for thirty-two years, it announced sudden closure, throwing three hundred employees into turmoil; I took a conservative line, choosing a very large well-established firm for investment advice.
All seemed well for the first few years. In the short time I was with them my adviser was changed four times. I discovered that they were using franchised advisers that were more interested in their commission than service to me, with the heavy undisclosed service fee being charged reducing my planned income stream considerably.
A friend recommended I see his financial planning adviser "Mr Paul Fenton". It was Paul that pointed out the cost I was incurring with the previous plan, and with a no pressure talk he explained a strategy that my wife and I could take to early retirement, including the Centerlink benefits for the two of us. Being once bitten I cautiously ventured into the recommendations that he described. Over the three consultations he conducted the entire strategy was explained and we were able to significantly better our financial position and most of all feel confident in our adviser. Having his office in town I have been able to get instant advice on our financial plan at short notice, and have been completely satisfied with the service that we have received from Fenton & Associates.
Testimonial - Superannuation
On behalf of the Sim family Superannuation fund, I write to express our sincere appreciation to you and your staff for you support, guidance and assistance over the last three years.
We have a great degree of confidence and comfort in knowing that that the numerous private and personal matters we have discussed over this time are treated the respect and confidentiality we would be entitled to expect.
We congratulate both you and your staff on the integrity and competence demonstrated in all of our discussions and dealings. The advice we've received has just made the transition from a full time working life to a happy confident retirement an absolute 'breeze'.
Prior to engaging the services of your organisation we investigated many companies and firms purporting to offer similar services. We now confidently believe that the services we may have experienced would in no way have matched the degree and quality of personal attention we have received from you and your staff.
As you are aware, we have already referred friends and acquaintances to you for advice and will have absolutely no hesitation in continuing to do so in the future.
Thank you again to you and your staff.
Sim Family Superannuation Fund
John Sim (Trustee)
Testimonial - Professional Advice
To Whom It May Concern,
We first met Paul Fenton in 1997 during a presentation to BHP Staff and their spouses on Retirement Planning. At our request he subsequently prepared a client portfolio detailing clear recommendations for our consideration and one suitable for our lifestyle needs and goals.
Since then we have always enjoyed regular contact and meetings with Paul, Lisa and the professional team in the Fenton and Associates Wollongong Office. Also, we have received prompt, courteous and professional advice to all our requests.
Paul and his team are very obliging, conscientious and methodical in performing their duties and are highly regarded in their profession.
We have recommended their professional services to family members and close friends and now they are also valued clients of Fenton and Associates.
Their integrity is beyond reproach and we would have no hesitation in vouching for Paul, Lisa and their team at any time.
Allan Pallier FCPA 315497 Janice Pallier
Fellow, Certified Practicing Accountants of Australia