Narre Warren | Traralgon | Melbourne CBD (03) 8782 3768

Testimonials

Heartfelt gratitude to Michael

Give a colourful career background as well as the journeys life throws at you – such as marriages that go awry, tricky finances in the family, children who need constant education, a growing business and age creeping in – it is not that unusual to find yourself needing guidance with regard to finances, especially as a woman. Michael Anderson from Formation Financial Services was recommended to me three years ago and, from the moment he walked in my door, things began to shift.

Michael has spent copious time together with me to pull everything together. He has given me perspective and sorted the super, he has put insurances in place that bring relief, he has sorted an airtight, tailored estate plan and he has instated a further investment initiative. Where necessary he has introduced me to other suppliers and he has always had my best interest at heart.

Over the time together, I have always felt ‘special’. Michael takes my calls and he is never rushed when it comes to my concerns. He has got to know everything about me and my business and he has always been kind, understanding and never judgemental on any issues or decisions.

Most importantly, we laugh, but while we laugh, I could not speak more highly of Michael’s Professionalism. While that professionalism stands tall before him, he is constantly developing and seeking feedback and I see him helping his staff to follow his lead.

I no longer feel lost. I understand the situation around me and have sensible questions that make sense to me and others, which feels strong.
And I have goals I own!

As the old Irish ballad tones:
“I know where I am going
And I know who is going with me”

Going with me into the future, is Michael and I could recommend him more confidently as a Financial Planner extraordinaire.

Dr Louise Mahler
PhD, B.Econ, B.Mus, M.App,.Sc Grad.Dip.Musn, L.Mus.A (Winner–RMITs Vice/Chancellor’s Research Award for Innovation in 2006)louisemahlerlogo

A diverse range of service

I have been a client of Formation Formation Services for close to two years now and I couldn’t be more impressed with the results I have achieved in such a short time.

Michael, Kerry and the team provided a fantastic service and kick started my savings into an investment that has yielded great results and I have watched this grow over the last year and a half.

They also put in place insurances to ensure that if something was to happen to me I was looked after. Not only that they were able to assist with superannuation and really give myself that ability to look forward into the future.

Being a manager of a large Flight Centre store in Queensland at the age of 24, I have very little time to focus on investment markets and the complexities that they involve. Michael was able to explain what risks I was subject to, how investment markets work and really give me that edge to start saving for my future.

I would recommend anyone who is looking for advice in any of these areas.

I also really liked that they offered such a diverse range of service offerings at one place including referrals to their in house mortgage brokers and partnered accountants.

flightcentre-logoJay Dean
Manager of Victoria Point Flight Centre

 

The results and advice have been fantastic

My wife and I have been clients of Formation Financial Services since 2011. What we liked was Michael Anderson and his staff’s commitment to providing us the most professional and honest information regarding our investment and superannuation accounts.   The results and advice have been fantastic and we would have no problems in recommending Formation Financial Services to anybody that needs financial planning and advice.

Derek & Annette Maguire (Age 57 & 59)
Narre Warren South, Vic
March 2015