Testimonials

What our clients have to say about us

"The Active Financial Services team was extremely diligent and meticulous in detail, explaining complex products and comparisons clearly & simply."

 

S Harren, Senior Marketing Manager Perth, WA

"I feel confident that my investment borrowings are within my capacity and that I am well protected with a full financial plan in place for my future."

 

B Parker, Electrician, WA

"I’m a successful businessman but when it comes to managing my own financial affairs I find I just don’t have the time or energy I need to devote to myself.  I use Active Financial Services to help manage my personal financial affairs so I can focus on my area of expertise which is building the business and making money."

 

F Cooper, Northam, WA

"I work in the mining industry and found I was making a lot of money but didn’t have any savings or assets to show for it.  Active Financial Services have helped me plug the hole in the bucket and I now have a number of investments, have paid cash for my dream car and am building my wealth for retirement."

 

M Koch, Gosnells, WA

"Active Financial Services have helped us build a solid business foundation which has enabled us to take our business to the next level."

 

Business owner, Kewdale

"Active SMSF has recently assisted me to purchase a residential property into my SMSF.  They discussed with me the various borrowing arrangements and recommended the best solution. They happily worked with my accountant and their expertise made the whole transaction painless. I now have a positively geared property in my fund.”

 

J. Perry Scarborough WA 

"I wasn’t happy with how my super was performing and very concerned about how the markets had impacted my retirement.  The team at Active SMSF very kindly spent the time to explain the differences between a SMSF and what I had and gave me the confidence to make the change.  I feel more in control now and with the current plan in place I I’m not longer worried about having to work longer.


F Roberto Corporate Manager,  Subiaco WA 

“Active SMSF helped me set up my new SMSF and handled all the documentation required.  Thank you for stepping me through the process."

 

K Mercury Pinjarah, WA

“As an independent mortgage provider, it’s important to myself and my business that my clients are treated in a competent, professional manner. When it comes to the complexities associated with borrowing and investing in a SMSF, Andrew and the Active Self Managed Super Funds team certainly know the ropes and will discuss the possible benefits and pitfalls based on your personal circumstances. A number of my clients have met with the Andrew and his team to discuss investing within an SMSF and the feedback has always been extremely positive.  I have been so confident in Andrew’s service that I am now a personal client of Active Self Managed Super Funds. I highly recommend Andrew and the Active Self Managed Super Funds team to anyone with an interest in SMSF’s”.

 

Rhys Orchard, Swan River Finance

In todays market, having a company you can rely on to provide sound advice by focusing on strategy is important. Active SMSFs has helped us build a solid foundation allowing us to remove any concern relating to our retirement."

 

G & P O’Grady 

 
Call us on 08 9474 2255
Why Choose Us?

 

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Charter Financial Planning Limited ABN 35 002 976 294
Active Financial Services Licensee number 234665
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