MFA

We have worked with Bach over the last two years to plan our long term financial plans including consolidating and moving our supers + looking into other investment opportunities. Bach has been great at answering our questions, both big and small often being a great sounding board for decisions and knowing what is going on in the market + whilst balancing what is the right decision for us with our personal circumstances.

I saw Bach as I am currently seeking some financial help and he was really good at advising me about what changes I could make. He was very understanding and supportive of my goals and able to advise professionally about how to get closer to where I need to get. The staff are all really good and friendly within the building and Bach is extremely experienced in the industry which makes it really beneficial for myself. Looking forward to coming back when I require more assistance.

We have been dealing with MFA now for a number of years and have found them to be excellent in responding to our needs in a timely and proactive way. Our account manager, Bach has a great understanding of our personal circumstances and financial goals, we enjoy our interaction with him

Bach (Financial Adviser) is an excellent adviser, who listens carefully to your requirements and willingly answers or clarifies any questions. He comes across as friendly, caring, thoughtful and who has your interests at heart. He is ably supported by other friendly and professional colleagues at MFA.

My wife and I have been clients of Bach Pham at MFS for 7 years. We had been sceptical about financial advisors and the expense of engaging their services, however, Bach's friendly and efficient manner, along with his professionalism, quickly put us at ease. At our very first meeting Bach asked us what we wanted in our retirement and then worked with us to set up our finances and set a target. Because we followed that advice we were provided with the opportunity to retire sooner than we had expected. We have found his advice to be sensible and practical, and delivered in an easy-to-understand format. He has patiently listened to and answered every question we have asked, and we are completely comfortable with the working relationship we now have. All of our dealings with Bach and the staff at MFS have been professional and efficient and we have happily recommended Bach to friends and family members and will continue to do so.

Bach Pham's advice and proposed investment strategies have provided us with a secure superannuation plan that meets our needs in retirement. We have always found him to be approachable, professional and helpful. We have had no hesitation in recommending him with confidence to our friends.

A close family friend recommended MFA to us and we have trusted our investment and retiring planning with Bach Pham for two years. Transitioning careers relatively late in life was daunting, however, Bach provided us with confidence through his professional and well-considered advice. His relaxed, friendly demeanour made it very easy to ask the “silly” questions. Communication is also a strength of MFA. We are provided with informative, easy to read newsletters, regular and detailed reports regarding our investment portfolio, and our queries are always receive rapid responses. I have no hesitation recommending MFA.