Finstyle Planning Solutions has provided me with exceptional advice over the years. The service that I have received is fantastic and I will always recommend their services to family and friends. With their help I now have a solid portfolio and a very clear direction of where I want to be. I would not be in the situation I am today without their knowledge and expertise. Thanks guys!
When I took out Trauma Insurance, I considered myself young and fit and thought that I would never need to claim. However I recently was diagnosed with kidney cancer. Whilst I was in hospital, Brad was busy sorting out my claim. He handled everything and was able to provide me with the precise payment. Having Brad as my Financial Advisor has made my life easier, he recommended Trauma Insurance and I thank him for his assistance not only with this claim but he recommendations over the past years.
A big thankyou to Brad for introducing me to Trauma Insurance and insisting it was cover I needed. I was sceptical as I was in good health, but last year I needed surgery for a melanoma. Brad submitted all required documentation, followed up with the Insurance Company, explained the process and kept me updated through every step of the claim. Once the claim was accepted, the payment was in my bank the very next day. This also enabled me to place a deposit on a unit, which now gives me total peace of mind for the future.
As the greatest of procrastinators, we had put off the idea of having a financial advisor help us plan a secure future for our retirement. From the initial meeting, we were impressed. He listened. He respected our conservative approach to risk-taking and life and he was willing to take us outside our comfort zone in baby steps. Brad also recognises what is most important to us – family. He is patient with us and systematic in providing us with opportunities and options for consideration, but never forceful.
I am very pleased to say that Brad Isaac has been my Financial Advisor for over 12 years. In that time he has assisted and guided me through a difficult transition from full time work to retirement and managed my nest egg so that I am able to live very comfortably without any financial stress.
In the 4 years I have known Brad, who was recommended by a friend, he has taken control of my personal affairs and I have never felt so at ease since putting my trust in him. He has always conducted himself in a professional manner and nothing I ask has ever been too difficult for him. He is always updating me with items of interest and keeping me ‘in the loop’. My family recently moved from interstate and I called upon Brad to take control of their personal affairs. Again, they felt at ease and could not believe the knowledge of this man.
Working with Finstyle Planning Solutions has been one of the best decisions I have made about taking control of my financial future. Brad’s prompt response through email, phone call or face-to-face meeting to any questions or concerns I have is not only very reassuring but confirms his knowledgeable understanding of current market forces. Brad’s enthusiasm, integrity and ability to take a genuine interest in not only my financial affairs, but in me as an individual, has given me a sense of confidence about my future.