Financial Advice Matters Sunshine Coast
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
We were facing the transition from full time employment to self funded retirement. Angela was able to reassure us and established a plan that allowed us to be comfortable about achieving our retirement goals. Angela’s friendly approach, gives peace of mind. She clearly has commendable skill in financial advise, and regularly reviews our plan with us. We would certainly recommend Angela Boot if you're looking for successful financial advise.
I met wth Angela Boot to discuss Retirement and Investment Stratagies and am grateful for her listening skills, patience and compassion in regard to my current situation. Angela was proffesionally very well suited to my expectations , balanced and I left our meeting with a greater peace of mind and confidence than beforehand.
My husband and I have been with Family Advice Matters for some fifteen years now. We have been extremely happy with the service and advice from FAM allowing us to retire in a healthy financial position. The company literally feels like we are part of a big family with excellent communication and management style. In recent times we have become clients of Angela Boot on the Sunshine Coast as this is where we now reside. Angela has proven to be a good communicator giving us excellent advice and options to consider. Her attention to detail and cognisance of our particular situation has enabled us to continue comfortably in our retirement with the knowledge that she will be looking after our best interests. We highly recommend FAM as a company and Angela as an advisor.
FAM have been our financial advisors of choice for many years. Our relationship with FAM has proven to be a very valuable over that time. In the last 12 to 18 months our current advisor Angela Boot has played an integral role in helping us successfully transition to retirement. I would highly recommend Angela and FAM for those seeking trustworthy and quality financial advice.
We met with Angela Booth from Financial Advice Matters to map out a financial plan for now and into the future planning toward retirement. Angela was warm, friendly accommodating and prompt. Angela made a topic that can at times be dry, enjoyable and even fun. She is very easy to talk with and takes the time to listen and answer in detail all of our questions. We were very pleased with the plan Angela drew up for us and very impressed by the overall service provided. We would highly recommend Angela and her colleagues for any financial planning. Ken &Heidi
We came to FAM because we wanted the services of Angela Boot who had been our Financial Adviser for several years prior to joining FAM. So when it was time to undertake a reassessment of our position we sought her out. Angela listens and works very hard on our behalf to deliver the best made plans. Because of her professionalism and integrity, it always gives us great confidence that we are looked after by someone trustworthy.
I would like to share my appreciation for the excellent advise from my Financial Advisor Angela Boot. Angela is extremely professional & efficient excelling in making me feel very comfortable in asking any questions. I have always walked away after meeting with Angela with peace of mind. Angela is a very kind, caring, & considerate person. I highly recommend her. Kind Regards - Lyn
Financial advisers & planners in Sunshine Coast compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sunshine Coast are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | MB Financial Group | ★ 5,0 | 195 | No |
| 2 | Elements Financial Planning | ★ 5,0 | 41 | No |
| 3 | Jasper Financial | ★ 5,0 | 39 | No |
| 4 | Client Focused Financial Planning | ★ 5,0 | 24 | No |
| 5 | Propel Financial Advice | ★ 5,0 | 23 | No |
| 9 | Financial Advice Matters Sunshine Coast (this page) | ★ 4,9 | 35 | No |
