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Read our client testimonials to learn a little more about how we have helped our customers achieve their goals.
For us, getting to know you as a person is just as important as getting to know your financial objectives.
We pride ourselves on having cultivated a warm and fun environment where our clients feel just as comfortable picking up the phone and chatting to us about their weekend, as they do their money.
Reviews for Lyall Richardson
“"I left one of the big banks and chose to go with Richardson Financial Services. They have been very professional and kept me informed of any financial changes. They have also explained things to me in plain English which I appreciate”
Sylvia & Allan
“Jason has made a difference to our lives since being able to sell our home and move into an over 55's village. He has set up a financial management plan where we are able to have extra money coming in on a regular basis, which is very comforting in these challenging times. He is very easy to talk to and understands our situation, leaving the final decisions to us. We have every confidence in Jason's guidance, and thank him sincerely for his support.”
Chris
“I've been a client of Lyall's since 2017, post a family tragedy he helped me sort out my financial situation, he was/is patient and went above and beyond. He assisted me with matters both personal, financial and even steered me in the right direction in legal matters - I was/am truly lucky to have him in my corner. He is there to take a phone call/meeting to answer my questions and guide me through my financial journey - nothing is ever to much trouble. I have found him to be professional, reliable and trustworthy and would/have recommended him to others.”
Stacey
“I have rarely before written a letter like this on entirely unsolicited bases, however in this case we were so impressed with Jason’s advice and support we felt compelled to go on record with our praise. We were particularly impressed with the dedication, level of service and professionalism shown by Jason in meeting our goals within the set time. We are looking forward to a long financial service relationship and would have no hesitation in recommending Jason’s services.”
Charles and Monica
“I have been a client since 2017. I have found Lyall to be patient helping me understand the financial stuff I am not very good with. Lyall is honest and caring with an ability to help me understand about what is best for me. I am not a very trusting person and it surprises me the trust I have in him. I always feel like I am important to Lyall. Thank you Lyall for helping me.”
Jan
“I have limited knowledge re my superannuation but Lyall has the ability to put it into terminology that I can understand. He has advised me over the years so that now that I am retired and I am financially comfortable”
Mary
Reviews for Jason Matthews
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