WHAT OUR CLIENTS SAY

Thank you to Dean and Lynne for a great meeting last Thursday.....as always very professional and spending time to explain and answer my questions and queries, in layman's terms so that I understand. I really appreciate all the 'behind scenes' work that you all do to make my finances work for me so that I can live my best life without any worries. greatest Financial planners ever...

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".

"I am sorry for the delay in getting back to you but I have not been well. I received a letter last week from my Super Fund saying my claim had been successful or approved!! I had to fill in some more paperwork about how I wanted to receive it, eg. part payment, lump sum, rollover etc. There were different tax implications depending on the choice I made so I gave the paperwork to my accountant and with a phone call to the ATO he was able to get me the entire amount with no tax taken out. So, if I don’t wake up from a dream, I will get the $326,000 as well as the money in my super account, $ 30,000 or so. I sent the paperwork off late last week so I am just waiting now. I cannot thank you enough for all of your help with this. I can now officially stop worrying about money for the first time in years. Thank you Simone"

“Dean’s knowledge and expertise is always impressive. He has managed my allocated pension and all associated matters for about 10 years and he has always been a willing and friendly ear for any questions I have had. Compared to most my portfolio is quite “small fry” . However, Dean possesses the ability to make you feel as though you are his only client.”

“Dean assisted with setup of our SMSF approx. 4 years ago and has always provided timely, well considered advice and suggestions. He is active in management with me of my SMSF, and we both respect Dean’s suggestions and recommendations in the knowledge that he has fully and thoroughly researched matters prior to discussing with us. He has also respected my finance background but worked behind the scenes with all the day to day tax issues etc. Would thoroughly recommend Dean to any astute investor looking for a very knowledgeable SMSF professional. PS his team in the office are also wonderful and willing to assist whenever the need arises.”

“We have been clients of Dean’s for around 10 years. We previously had our super invested with AMP, but around 7 years ago Dean recommended we move to a Self Managed Fund. That was the changing point for us. Since then, our retirement savings have flourished. The strategies put in place saved us a lot of tax initially, however now we receive a refund worth tens of thousands of dollars each year from the tax office. We also feel very comfortable with peace of mind in knowing that when we pass on, our children will benefit from the planning and strategies we have in place. Thank you to Dean and the team at Diversified.”

“Dear Dean, Just a note to thank you for making it possible for me to be where I am today. 3 years ago I had a $91,000 home loan and a $10.000 credit card debt and could not see any way to achieve financial security in order to retire. My brother Peter constantly told me to contact you, and finally I did ; that phone call was quiet literately life changing because my goal has now been achieved – retirement, no home loan and no credit card debt. Without your expert financial advice and personalized planning this would not have been possible and I unreservedly recommend your services to anyone looking for sound financial advice, together with friendly courteous service. Once again thank you Yours Sincerely Cynthia S”

“Been very satisfied with all aspects of Deans advice and the ongoing service we get from Dean and the rest of his office team. Questions and queries outside of consultations are responded too in a very timely manner.”

"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.”

“Dean & Staff, We would like to take the time to thank you for all of your assistance in restructuring our SMSF. Prior to meeting with you, we thought we were doing a great job. What we learned was that we had not even explored the edges of any of the strategies we would implement. We also have to thank you for highlighting the areas where our accountant had left us exposed. We thought we had it right, now we know we do. You really opened out eyes – thank you.”

“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 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."