Monthly Archives: January 2019

//January
30 01, 2019

Peter and Jan

By |2022-06-11T23:42:48+10:00January 30th, 2019|Client Stories|Comments Off on Peter and Jan

This note is to record our appreciation of your assistance to us over the years in the establishment and management of our SMSF. We engaged you early in 2000 following [...]

30 01, 2019

Hugh Davies

By |2022-06-11T23:43:32+10:00January 30th, 2019|Client Stories|Comments Off on Hugh Davies

Well before the Hayne Royal Commission, the financial services industry had been faced with the need for increasingly high standards around financial advice, and the need for that advice to [...]

30 01, 2019

Ged & Cathy

By |2022-06-11T23:43:32+10:00January 30th, 2019|Client Stories|Comments Off on Ged & Cathy

We have been customers ever since you were Deloitte Financial Services. Our journey with you has been extremely enjoyable and you have delivered outstanding service and value through wealth creation [...]

30 01, 2019

Sumi Putra

By |2022-06-11T23:43:32+10:00January 30th, 2019|Client Stories|Comments Off on Sumi Putra

Having worked in funds management for over two decades, I recognised that DFS has unique qualities which led me to invest my personal funds with them. Their investment approach is [...]

30 01, 2019

Steve Ingram

By |2022-06-11T23:43:32+10:00January 30th, 2019|Client Stories|Comments Off on Steve Ingram

I have been a DFS customer for a very long time and have always valued the personal attention and relied on the considered advice and insights that I have received. [...]