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Financial Advice Matters Sunshine Coast

Financial Advice Matters Sunshine Coast

4.9(35 reviews)See reviews ↓·Sunshine Coast

What customers say

Based on genuine customer reviews

Financial Advice Matters Sunshine Coast draws consistently positive feedback from clients who have worked with the practice over many years. Angela Boot is the adviser named most often, and reviewers often describe her as professional, knowledgeable and approachable, with a manner that puts people at ease during difficult decisions. Clients who came to her while transitioning from full time employment into self funded retirement say she reassured them and built plans that made their goals feel achievable, and several note that she reviews those plans regularly rather than setting them once.

Long standing clients speak of more than eight or nine years with the practice, including help through a dementia diagnosis and the sorting of finances and Centrelink matters. Clear explanation is a point that comes up often: customers describe their situation being kept simple and their questions welcomed. Confidence and peace of mind after meetings appear throughout the accounts, as does the sense of being genuinely looked after rather than processed. The advice spans retirement and investment strategies, Centrelink matters and ongoing management of investments and financial affairs.

Reviews

Reviews are taken from publicly available sources.

BB
Bruce Ball6 May 2024

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.

JG
Joseph Glendinning15 February 2024

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.

DD
Denise Dilger21 November 2022

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.

DM
David Miller11 November 2022

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.

KJ
Ken Jorgensen5 November 2022

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

GM
Greg Morrison5 August 2022

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.

LH
Lyn Hunter10 June 2022

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.

RankProviderRatingReviewsOpen Sat.
1MB Financial Group★ 5,0195No
2Elements Financial Planning★ 5,041No
3Jasper Financial★ 5,039No
4Client Focused Financial Planning★ 5,024No
5Propel Financial Advice★ 5,023No
9Financial Advice Matters Sunshine Coast (this page)★ 4,935No
Contact
+61737214400www.financialadvicematters.com.au/sunshinecoastC/O WOTSO, 1, Shop 1/30 Chancellor Village Blvd, Sippy Downs QLD 4556
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed