Sapphire Financial Services Pty Ltd

Sapphire Financial Services Pty Ltd is a financial advisory firm based in Mackay, serving the surrounding communities. The firm was founded in 2013 by Beverley Ferris, who is the Director and Financial Planner. Ferris has over 35 years of experience in financial services, beginning her career in the insurance industry in 1990 and transitioning to financial planning in 1993. She has been an Authorised Representative of Professional Investment Services since 2001 and earned her Certified Financial Planner (CFP®) designation in 2011. She is a long-standing member of the Financial Planning Association.

Sapphire Financial Services specialises in superannuation, investments, personal insurance, estate planning, and Centrelink strategies. The firm offers advice for all types of superannuation, including self-managed funds, and provides retirement planning, wealth creation and accumulation, estate planning, personal insurance, Centrelink assistance, and tax effective strategies. Shannon Garnham works in administration and assists clients with Centrelink applications, and has completed studies to become a Financial Planner and commenced her Professional Year. Sarah Long is a Receptionist, and Melissa Crispin is a Customer Service & Administration Assistant.

In Mackay, Sapphire Financial Services Pty Ltd has built a loyal following through the consistent quality of its financial advice, particularly around superannuation and retirement planning. Customers writing about their orders describe long-standing relationships with the firm, some spanning many years, and credit principal Bev Ferris and her team with helping them move from uncertain financial positions to confident retirements. More than one review highlights Bev's willingness to listen carefully and adapt recommendations as personal circumstances change, with one client noting that advice was tailored as their situation evolved.

The helpfulness, efficiency and supportive nature of the wider staff are also recurring themes, with clients describing them as pleasant and easy to deal with. Confidence in the firm's direction is a point that comes up often, including one account of migrating to Australia with no superannuation and later achieving a comfortable retirement. Estate planning, investment services and life insurance advice form part of the work clients value. The experience of feeling heard and comfortable throughout the process stands out, alongside a sentiment that engaging Bev and her team earlier would have been beneficial.