Client Stories – DFS Advisory Services

Peter and Jan

Tue, 29 Jan 2019 15:20:42 +0000

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 our retirements so it is an 18 year advisory relationship you have with us. One only maintains such a relationship if it is working very well for both parties. We acknowledge the professionalism that you and Patricia provide but additionally and importantly you also clearly focus on the particulars of our individual situation when advising us and acting on our behalf. We also appreciate the responsiveness of your staff, especially Adele, to our requests for assistance. Your new assistant, Steve, whom you have recently brought with yourself to our SMSF advice is also clearly developing in the DFS tradition. We look forward to a successful continuation of the relationship.

Best regards, Peter and Jan

Hugh Davies

Tue, 29 Jan 2019 15:14:25 +0000

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 be not conflicted. DFS is amongst relatively few firms who moved ahead many years ago to ensure that it exceeded all ethical expectations around non-biased or non-conflicted investment advice, fee and cost transparency, comprehensive services across all classes of investment and deep professional skills and knowledge in all of the fields of knowledge required. Unfortunately, the recent Royal Commission exposed, among other things, the continuing operation of financial advisory services operating as an extension of firms manufacturing investment funds and vehicles – and therefore conflicted in their willingness and ability to provide fully independent advice to clients.

For us, DFS stands amongst relatively few firms in the full and independent advice space. We nor DFS were impacted by the Hayne report.

Hugh Davies

Ged & Cathy

Tue, 29 Jan 2019 15:13:23 +0000

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 for our family. Over the years we have moved through the various stages of our work careers, international postings, our transition to retirement, and finally retirement. Your organisation has been with us this whole journey and not only been an advisor & confidante but also has built a very close & personal relationship. This, in the end, has built trust & confidence.

Your ethics are beyond reproach.

Sumi Putra

Tue, 29 Jan 2019 15:12:13 +0000

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 transparent and unbiased. Their quantitative risk models are balanced with human judgement and independent oversight.

DFS engages me without overloading me with information. They show me how much risk my portfolio is taking and how it’s performing against recognised benchmarks. They keep themselves honest and always put me first. They give me peace of mind. I cannot recommend them highly enough.

Steve Ingram

Tue, 29 Jan 2019 15:10:52 +0000

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. As we are all discovering, the financial advice industry is beset with conflicts of interest and an emphasis on product sales at the expense of unbiased advice and portfolio management. The approach taken at DFS clearly avoids such conflicts, with its separation of tailored advice from portfolio management, which is supported by its innovative portfolio management platform and active approach to the management of risk.