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- This topic has 3 replies, 3 voices, and was last updated 11 years, 11 months ago by Financial Companion.
April 1, 2011 at 8:29 am #11527FabienneMember
Just want to say thank you to Dave Financial companion.
We had our financial review, and it was great advice.
He looked into everything, answered all questions, and most importantly did not push AT ALL into buying any financial product.
With my husband we were talking about reviewing our finances for a while, then got an appointment (the incentive to go into draw for geteway, pushed me into doing it now rather than leaving it for another week, that always become another week, then another month and never happen).
Very usefull meeting. My husband who agreed to it (did not told him much before the appt), I was the one organising the date and time. He did find it very very good. Then he told me after the review, how much did we pay him for that review. He did find it so good that he thought it has to cost money because it was a review not a sale and he would have paid for it.
IT IS FREE I said, he was happily surprised.
If you need a review I can recommend Financial companion.
It really worth digging into the filing cabinet get the papers out, and have him explain in english not lawyery speach what it means.
For example we took a mortgage protection when we bought the house (you have to to get mortgage), never looked into it since! but I do check I have a good value house insurrance every couple of years. Never occured to me could do the same for mortgage protection. And the examples are endless.
The hour we spend with Dave was very informative, money saving and pleasant. First time in my life I did understood financial words.
Thank you Dave,
FabienneApril 1, 2011 at 11:57 am #111796bubblesueMember
I couldn’t agree more!! It made me realise all advisors ARE NOT the same! My only regret is that I didn’t review things years earlier! It was great to have things explained clearly in a way we could understand, and the relevance of our own situation. Strongly recommend anyone who’s been "putting it off" to get your paperwork out and contact Dave!April 4, 2011 at 10:14 am #111894Financial CompanionParticipant
Thanks girls for such very kind and generous comments!
Recommendations are the lifeblood of this business, so it’s very much appreciated when someone takes the time to share their own personal experience. I am humbly grateful! 😳April 14, 2011 at 12:29 pm #112297Financial CompanionParticipant
I may have mentioned this in another post, but just a reminder to anyone that did not know, you can "subscribe" to a topic by clicking the box at the bottom left and this will inform you whenever there are new posts that may be of interest (thanks Admin 😉 ) so for example, if you wanted to be kept informed whenever a helpful tip is posted in the Financial Advisor section of Ask the Expert, just subscribe to the topic and whenever an informative or helpful post is posted you will be first to know! 😉
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