Testimonials

“This year will mark 5 years that we were unsure we could we retire early and afford to have our desired lifestyle. Having working in the financial industry for many years, we wanted to have a planner that both of us would be able to approach and trust with our financial future.

We met with Lyall whom we felt to be professional, thoughtful and insightful.  He listens to you, he understood our financial issues and worries and was excellent in his assessment and explanations.

Lyall and his colleagues Jason, Sandra and Leanne are approachable, efficient and helpful. We highly recommend anybody to meet with team at Richplan and plan your future, no matter how old you are.

We now have peace of mind to enjoy our retirement.”

Jill and Benn

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 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 and Allan

Kev and I first went to see Jason early 2011 after having a health scare and wanting to retire as soon as possible. We were several years away retirement age.  We asked for Jason’s advice and guidance. What we like about Jason is he talks our language.  We had what seemed to us a complicate super arrangement.   We sat down with Jason and went over our plans. He pointed out a few things we should consider like any large purchases we maybe considering cars trips etc.  We felt so at ease with Jason, if we were concerned about anything he was just a phone call away.  Imagine our joy when Jason contacted us to let us know we could retire   So by the end of 2013 we were officially retired.  We cannot speak highly enough of Jason we have also recommended him to our friends who I do believe have been in contact with him.

It’s nice to know that in our retirement we are not worrying about our money we just let Jason look after it for us 

Kevin and Denise

Due to the turbulence in the finance industry, I found myself needing a new financial adviser.  After many years with a large financial institution I decided to look for a smaller more personal service.  After some enquiries a friend in the banking system recommended Richardson Financial Advisory.

During our first initial meetings I was most impressed with the professionalism of the thorough assessment of my situation.  My assets, the income needed to maintain my lifestyle and any future goods I may have.  The resulting report was reassuring and well tailored to meet my needs, so I asked Richardson Financial Advisory to accept me as a client.

It was one of the best decisions I have made.  I now enjoy a more stable situation with assured regular income and peace of mine I had not experienced before, while still retaining absolute control of my financial affairs.

Another major bonus is the easy access to resolve any queries I may have.  I have found each and every member of staff to be pleasant and competent and extremely prompt in responding to my questions.

One further advantage is that having authorised my Financial Planner to be my contact with Centrelink, any business is conducted efficiently and far more swiftly than I have ever been able to achieve.  I have no hesitation in recommending Richardson Financial Advisory.

Helen