Newsletters Archive — Pride Advice

Well Worth the Peace of Mind

Well Worth the Peace of Mind

We can not recommend Pride Advice highly enough, to not only look after our finances, but also to take care of Centrelink for us. We have nominated Pride Advice as our nominee for Centrelink, so they can update and sort out any issues that arise. The fee to have Pride Advice negotiate Centrelink is well worth the peace of mind, and our sanity knowing that it is done correctly. We can go about our daily life, go on holidays in our retirement and not even think about any of our finances, knowing they are being expertly handled. Thank you Andi for being so patient with us, and your knowledge dealing with Centrelink is priceless.
MH & BH

Trusted Financial Advisers!

Trusted Financial Advisers!

Pride Advice, as my trusted financial advisers, plays an essential role in managing my financial peace of mind. Pride Advice is totally thorough in providing well researched sound financial advice critical for a successful retirement. I have no hesitation in recommending Pride Advice for the expert implementation and management of one’s financial superannuation success.
R L

Pride Advice Has Helped Me

Pride Advice Has Helped Me

I have been a long term Client of Pride Advice and like a lot of people always wondered "are personal insurances and the premiums I pay worth it?" I have recently been diagnosed with Cancer and am now undergoing Chemotherapy. My Doctor has told me I will need at least a year off of work due to the nature of what I do. Pride Advice have helped me to make a claim on my insurances and thankfully I now have an ongoing income and a lump sum in my bank account. This has taken a lot of pressure off financially and I can now just concentrate on getting well. I’m very grateful that I had good cover in place and some support during this challenging time in my life.
DH

They Are Easy to Work With

They Are Easy to Work With

Making a decision to work with a Finance Adviser is almost as intimate decision as choosing a partner. You need to trust them and know they will have your back and keep you safe. I have been a client of Pride for over 10 years and I think the sign of success for any external partner is that they are easy to work with, responsive, active at developing and ensuring they are constantly learning new things and most importantly, are passionate and driven to not just help you achieve your goals but overachieve them. Repetitively winning practice of the year demonstrates their commitment to all of these things.
P K

Polite & Friendly Staff!

Polite & Friendly Staff!

In particular, I would like to say that I have always found the staff at ‘Pride Advice’ polite and friendly, and that they have always gone beyond what could normally be expected to be of help. Furthermore they have always been available to speak to me over the phone, and have always shown themselves eager not only to deal with my specific concerns, but also to prioritised their endeavour to enhance and promote my financial goals along the way. I should also add that I have found their fees to be quite reasonable – considering the complexity, the quality, and the entirety of their annual professional input that has been required in my cases over the years.
J K

Highly Experienced in Their Field

Highly Experienced in Their Field

We have been clients for 2 years now at Pride Advice and during this time we’ve been very impressed with the clear direction and guidance we have received. Our adviser has worked together with us in establishing a clear sound plan for our future financial needs and we now have a very clear vision. I would absolutely recommend to anyone looking to seek financial or wealth planning help from those highly experienced in their field to offer sound advice .
T S

Outstanding Customer Service

Outstanding Customer Service

My husband and I have had the pleasure of working with Andi Forte, Client Services Officer, Pride Advice for close to 2 years now and ongoing. During this time Andi has supported us both with a diverse range of lengthy applications for lodgement with Centrelink, Services Australia. Andi’s professionalism, outstanding customer service, understanding of government processes, attention to detail, follow up, and overall general skill in her area of expertise is exceptional. In addition, Andi is articulate across all forms of communication/processes; personable; approachable; displays humility, empathy, and understanding of her clients individual circumstances.
Client

Knowledgeable & Ethical Team

Knowledgeable & Ethical Team

We are extremely happy with the professional services and advice we receive from the team at Pride Advice, they took the time to assess our situation and requirements and provided timely advice. Being able to draw upon a wide range of skills and experience across financial planning and risk management services gives us great confidence that our financial affairs are being well looked after. It is certainly a pleasure dealing with a knowledgeable and ethical team who are interested in our needs.
M B

Financial Advice Tailored Perfectly

Financial Advice Tailored Perfectly

Receiving financial advice from Pride Advice has given me a greater education, understanding and confidence with investments, and impressed upon me the importance of having the correct level of insurance cover, all tailored perfectly to my needs.
KJ

Newsletters: The Lion's Roar

The Lion's Roar - May 2024 - Our Most Recent Newsletter

2024

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2022

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