CLIENTS, MICHAEL BELL AND MAUREEN SEYSENER
Faced with the daunting prospect of dealing with four lots of superannuation, multiple bank accounts and five years of tax returns to sort out for an ailing family member, we made an appointment for our initial complimentary consultation with the crew at Rethink. One hour later we knew we’d struck gold!
Not only did we have access to an excellent financial advisor, we also had an equally impressive lawyer, solicitor and tax agent – all under the one roof and just a phone call away for an immediate visit to clarify any questions. Six months later and with all issues finalised and future plans firmly in place we can only be grateful that we found this fantastic company.
We would unreservedly recommend Rethink Financial Planning to anyone seeking excellent financial /legal advice.
CLIENT, ALLISON DORAHY
I can't thank Samantha and Lauren enough for all their advice and assistance! They made what were scary and somewhat confusing topics easy to understand and less daunting.
Samantha's knowledge is extensive and vast and there was never a 'silly' question. I feel a lot more secure in my decision making process when it comes to financial matters.
Amy, Sam and Carlie have been very helpful with assisting us in researching and helping set up our new super accounts and life insurance. They are always happy to answer any questions we have.
Amy and Sam also provided us with a detailed assessment of some investment opportunities we were looking at.