FLEXIBILITY CHOICE & GREATER CONTROL
WITH SELF MANAGED SUPER
Plan now, for your future &
breach your retirement savings goals
Establish, Grow & Protect
Helping you make the most
of your Superannuation
WHAT OUR CLIENTS SAY
Just wanted to put something down in writing about these services. We have been clients of Diversified for about 4 years now and we are so appreciative of all you do for us. It is great the way Dean takes the time to review our files and explain what is happening…
STAN & HILARY
YOUR FINANCIAL FUTURE
PLAN NOW, FOR YOUR FUTURE. CONTACT DIVERSIFIED NOW.
WHAT OUR CLIENTS SAY
Hi Dean, I hope you are well and enjoying life. The whole world, media, etc, including the people I work with, have been saying "make sure you check your super balance as there has been such a massive loss on the sharemarket - you probably haven't got any money left". Well, I came home today and did exactly that. Aside from I wasn't really expecting any shocks because I know you always look after us. I cannot believe how well you have managed our meager investment. Thank you so much - you are a man of integrity and we wouldn't have as much as we have without your valued advice. Thanks so much, Dean I would recommend you to anyone who wants an honest and caring Financial Advisor.
“Just wanted to put something down in writing about these services. we have been clients of Diversified for about 4 years now and we are so appreciative of all you do for us. It is great the way Dean takes the time to review our files and explain what is happening and the best way to make the most of our finances for a good outcome. Everyone is so friendly and professional but always patient when I need an answer to something I don’t understand. It seems nothing is too much trouble. When we meet everything is already done and printed in a folder and seems so effortless. We want Dean and all your associates to know how much we appreciate all the hard work that goes on behind the scenes to make life easier for us. We wouldn’t have what we have now if it wasn’t for your help. What fabulous financial services you provide . We would rate you higher that 5*. Just fantastic best service ever. And we just love the smiles of all the ‘girls’.”
"Dean has excellent empathy with his clients. He reviews my financial situation annually and contacts me if changes need to be made. He is aware of what I am comfortable with and always keeps within these parameters. He is very approachable and takes a genuine interest in his clients."
“Dean advice is pertinent to my situation in all cases. He thinks ahead and suggests strategies that will assist in the future. His focus is on my well being and the Estate matters that need to be addressed. His strategies with my SMSF have been outstanding. I am comforted in dealing with Dean because of his fantastic knowledge on SMSF and the strategies that can apply to them. The biggest commendation I can give Dean is that I have recommended family and friends to him.”
“I have been a client of Dean’s for nearly nine years. When my husband passed away, Dean was my backstop : helping me negotiate through what finances needed to be taken care of then, and advising me when I decided to downsize into a Retirement Village. Dean gave me the confidence to make the new purchase and to sell my existing property in the sound advice that my finances will see me through. I have recommended Dean’s expertise to Friends, too.”
"Dean is just fantastic. He has been my planner and advisor for many years, and I have to say his input, attention to detail and his help have been nothing short of incredible."
“I find Dean very approachable and knowledgeable about the business that he’s in and he has excellent staff”
“Dean is an award winning financial adviser who has managed my superannuation affairs for over a decade. He listens to his clients and acts accordingly. I have every confidence and trust in Dean’s advice and would not hesitate to recommend his services and expertise to others.”