AF
Approved Financial Planners
Des conseils financiers bienveillants et éthiques pour des futurs sûrs.
5(5 avis)
Financial Advisor
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Des conseils financiers bienveillants et éthiques pour des futurs sûrs.
Situé au 7/437 Cambridge St, Floreat WA 6014, Approved Financial Planners propose des conseils financiers fiables, des conseils en assurance vie et une planification d'investissement, fournis par une équipe axée sur le client. Les avis louent un service attentif et professionnel ainsi que des normes éthiques élevées guidées par Dan Stevens et Tracey Corbett, avec un personnel de soutien. Les clients apprécient des explications claires, une reddition de comptes et des relations de longue date alors qu'ils poursuivent des futurs financiers sûrs — célébrant un jalon de 20 ans.
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Des stratégies personnalisées pour sécuriser votre retraite, y compris des conseils sur l'épargne-retraite et les pensions.
Des conseils d'experts pour constituer et optimiser des portefeuilles d'investissement en vue d'une croissance à long terme.
Des solutions d'assurance sur mesure pour protéger votre famille et vos biens avec la couverture adaptée.
Une planification complète pour vous aider à atteindre des objectifs financiers spécifiques, tels que l'investissement immobilier.
Des services holistiques pour optimiser vos finances, y compris l'élaboration d'un budget et la gestion de la dette.
Tracey and Kim have been incredibly helpful from start to finish. They guided me and my wife through setting up our life insurance with the right benefits, helped tidy up a few loose ends in our overall finances, and gave us the clear information we needed to confidently move forward with a property investment. Professional, supportive, and genuinely focused on our best interests — highly recommended.
To Dan, PB, Christa & Cherry, you are all an amazing team, all, professional, respectful, warming , efficient and above all just people who care and go over and above for your clients. at least this is how i feel every time i meet with you all. Congratulations on your 20 year anniversary , what a beautiful milestone to celebrate this month, i'm just annoyed i cant be there to share it with you. Best Regards Ashton
Approved Financial Planners have continued to provide excellent service. I have just had a meeting with Tracey and was reassured that we had made the correct choice for advice. Professional but warm and easy to communicate with. Everything was clearly explained and all my questions answered. I would highly recommend this firm.
Approved Financial Planners are a bunch of caring, dedicated, kind and professional people who have high ethical, moral, and professional standards who truly care about their clientele. You can see evidence in the staff, their clear strength of character, personally and professionally. Tracey Corbett is a legend and treasure with a delicious sense of humour. There is Daniel "Dan the Man" Stevens, the practice owner is a delight. His manner is genuine and sincere, a quality I admire. I am hesitant at times to recommend anything to people; however, with Australian Financial Planners with Dan and his crew, I doubt any prospective client needs to have no fear about their financial security; you are in excellent and safe hands. Best wishes, you guys keep the faith.
We have been working with Dan for over 10 years and I know our future is more secure for it. He is keeping us accountable and helping to maximise our investments. Dan has some great tools to help us understand where our money is going and projections. We have always felt Dan is trustworthy, honest and transparent and very knowledgeable. We are so grateful he was recommended to us.
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