I love the way that Brenda can explain even the most complicated financial concepts, so that they actually make sense!
Helen Carruthers, Home Maker
We are delighted with the comprehensive, knowledgable and friendly service we receive from Brenda, Wendy and the staff at FuturePlan Partners. The quality of the advice has been excellent and has established a strong foundation for us to meet our financial goals. What's more, their wonderful efficiency in administering our various investments has saved us a great deal of time and hassle! We have happily referred a number of friends and family members to FuturePlan Partners and they in turn have been very impressed. We look forward to continuing our fruitful association with FuturePlan Partners for years to come. Steve Callil, Management Consultant; Paula Hurley, By the Book Corporate Gifts
FuturePlan Partners provides reassuringly hands-on management of our portfolio and regular reporting enables us to track our progress effectively. The quality of FuturePlan Partners' service and Brenda's personal attention to us as individuals makes us very confident of achieving our financial goals.
M.A. IT Network Manager - L.W. Internet Manager
I had seen other financial planners in the past that seemed to focus purely on the financials. Wendy at FuturePlan Partners took in to account my lifestyle, my comfort level around risk, my current work situation and my thoughts on retirement and everything in between. She provided financial advice that took into account all aspects of my life, behaviour and values. She has really helped me and my family not only plan for the future we want but prepared us for any unexpected hiccups along the way. I have and will continue to recommend FuturePlan Partners to my friends, colleagues and clients" Gabrielle Dolan - Director - One Thousand and One
We were introduced to Brenda over 8 years ago when we had no real direction for our financial future. On the edge of being Baby Boomers (that's scary) we are very pleased we stepped into FuturePlan Partners who have assisted us with a strategy toward our retirement planning. Our aim is to work toward a total lifestyle choice in retirement but also to enjoy our life today.
The advice and guidance we have had over this period has proved to be sound and we are already seeing many benefits of the choices we have made. FuturePlan Partners have been proactive and worked with us on a risk level we feel very comfortable with. We recommend most highly the advice we have received from FuturePlan Partners to date.
Terry Dopper, Marketing Manager
Monique Fischer, National Manager - Client Services
I have been a client of FuturePlan Partners for approimately 6 years and my only regret is not to have been a client for the previous 10 years. Brenda and Wendy have both helped to put the finances of my family in order. This has included advising us on investing our money wisely, making sure we have appropriate cover for life and disability insurance and advised us on the best way to invest in superannuation. Part of this process has also included making us think about budgets and the way we spend our money. I have great pleasure in recommending both Brenda and Wendy as Financial Planners, they are honest, thorough, professional and very good at what they do. Ravindra de Soysa, Physiotherapist
Brenda and Wendy have both assisted our financial planning and discipline enormously. After assisting us to establish the necessary foundations, they have partnered with us as we look towards more assertive financial activities.
We have always found the technical advice to be sound, timely and unbiased, and always delivered in a thoroughly professional and very personable manner. Behind the scenes, the administration of the organisation remains exactly that - behind the scenes - which is a credit to their flawless operations.
R.G. - Business Manager
Whether investing $50 or $50,000, parting with money for any reason is a hugely personal matter for most people, and Brenda is someone who inspires immediate trust. I look forward to a long-term partnership with FuturePlan Partners.
Kate Powick, Marketing Manager
We have complete confidence in Brenda: she thoroughly researches the options to suit our particular financial and lifestyle needs, and then presents the choices clearly and concisely.
Graeme Strachan, Senior Database Consultant
We have been delighted with Brenda's superb service, knowledge and skills over the past four years. Brenda and the FuturePlan Partners team have guided us through life's big changes and the myriad of financial decisions along the way. It is with Brenda's strategic advice that we have moved forward financially, saving and investing more than we thought possible. We also feel confident that we are organized to manage any unexpected events, should they arise. We feel fortunate to have met a financial planner like Brenda - experienced, professional and dedicated. Brenda's service has been outstanding and we highly (and widely!) recommend FuturePlan Partners to family and friends.
Delia Timms, Director of Find A Babysitter.com.au
Jeff Bonnes, IT Consultant of Director of Gameshape Pty Ltd
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