"We have been with Next Step Financial for almost a quarter of a century now. Since starting with Roger some 23 years ago we have continuously received great satisfaction out of the service we have received, every time we catch up with Roger we go away with our minds at ease around what our financial future holds. Thank you to the whole team at Next Step for your continued care and for supporting us in experiencing financial abundance."
Tom and Pauline Gorman
Gayle, Ferntree Gully
Steve and Maureen, Rosanna
John and Jan, Eltham North
"Received in the mail today a letter outlining your practices latest achievement. On behalf of our whole family would like to extend to you and your dedicated team our congratulations on achieving this outstanding award of which we are sure that you are all justifiably proud. The letter outlines the qualities of your practice which we take for granted and don't express enough gratitude to you for these qualities. Please pass on our congratulations to your whole team from us."
Jan, Alan, Michael & Brett, Kalorama
"Thank you for the information sent. I check our balance every day, just as a matter of interest. Raelene and I are aware that our balance has gone to about $XXX today, for the first time in a few years. It is good to see this on paper and we know it is not the end of our journey, but it is comforting to know that you are in control.
We are off on a 13 night cruise to New Zealand on Saturday, and after all of our health issues this year, we feel we deserve this time together. We thank you for your contact and your communication."
Alby & Rae, Portarlington
"I want to thank you sincerely for all the help and advice you provided during this process [re-structuring assets to maximise Centrelink entitlements]. It's been a somewhat challenging time, during which I questioned (several times) whether or not I was doing the right thing. I'm sure you'd appreciate how difficult it has been for me to undertake such an enormous "change of life" as it were!
Your encouragement and support during this journey has been invaluable David, for without it I would still be floundering.
Thanks again for steering me in the right direction and when I am relaxing in the Bahamas, sipping on cocktails (or French champagne) I shall think of you!"
"I would like to write and thank you as regards my experience with Next Step Financial in lodging a claim (Trauma) with CommInsure.
Together with Fiona Origlia, Margaret Powell encouraged me to take out Trauma Insurance many years ago. At that time, I was in excellent health, however, I took their advice. Unfortunately, in 2010 I had a fall resulting in a bleed to the brain and then subsequently, brain thrombosis in the venous vein (ie. Medical stroke). I was attended to by local practitioners and specialists and then referred to city specialists (Melbourne). At the time, January 2010, I did not think about trauma insurance, however, at a later date, Fiona mentioned that I possibly maybe covered.
The people at CommInsure were more than helpful, pleasant (extremely) and non-intrusive, Fiona and Margaret included. The money which I received has been very helpful in that I have not been able to work fully since the accident.
It was also helpful and assisted me in rehabilitation, paying doctors, psychologists and all problems associated with using aids, trolley, walking stick etc. It was also helpful to my family, all of whom were involved in my care.
The symptoms of the stroke or ABI are still ongoing and I sincerely thank the doctor and staff who processed the claim.
Again, I would like to thank Next Step, Fiona and CommInsure for making this a relatively stress-free experience."
"Sam took me through the work she has done to help me organise our finances. I have to say it was an exceptional job – I am really pleased and keen to get it implemented ASAP."
"Thank you. We are all so very excited. Thank you for your patience and understanding. We will appreciate and remember it forever. Craig has been excellent as well. The time and effort he has put into this for us is above and beyond the call of duty and we are forever in debt. Your team at Next Step Financial has been with us every step of the way and we would not have been able to do it on our own."
"As clients of Neil White Financial Services for the past 15 years, we have built an excellent business relationship (with Neil) on professional service and sound advice regarding financial matters which will help us reach our goals and objectives."
Hans & Jackie, Packenham Upper
"Some years ago, my husband and I realised that we needed some honest and reliable advice regarding the investment of our superannuation payouts.
Our knowledge of financial matters was sparse so we followed the advice of a family member and asked Neil White if he would prepare a portfolio for us so we could best utilise the money we had accrued during our working lives. This was done and Neil explained all of the 'risk' issues we needed to consider before we chose a specific scatter of companies to invest in.
Because of Neil's expertise, even though there has been a worldwide financial downturn, we have continued to receive annuities along with our pension – which Neil was able to maximize for us. The peace of mind we have enjoyed because Neil has such a vast experience dealing with small investors as we are, has been very welcome.
We happily and confidently recommend him to our friends, so their post working lives can be worry free."
Marilyn & Bill, Sunbury