Client Testimonial: Tony Smith
Tony and I take a few minutes to discuss how Baldwin Financial Services has helped him and his family make the most of their finances since arriving in Australia.
More Client Testimonials
“Mark to me is a professional financial consultant skilled in establishing and looking after E-Super funds. […] Mark is extremely good at getting back to you quickly with any queries you may have.”
“I would strongly recommend Baldwin Financial Services to anyone. Not only is Mark providing sound advice for my Superannuation, but I am earning additional money through receiving dividends, as his knowledge of this is amazing. Mark is extremely likeable, friendly and professional […] and his fees are excellent value!”
“Mark was very professional with some great advice. He is there to help people of all ages and understands the different needs to demographics beautifully – 5 stars.”
“Talk to Baldwin Financial Services re the benefits and savings of a self-managed super fund. Mark will clearly show how these funds transfer $ into your super rather than the hidden fees of shop front super funds of today, which seriously eat into your future savings. Mark will listen to your expectations for your future, analyze, and offer graphically sound and realistic advice, on how to get to retirement and begin a satisfying lifestyle. – 5 stars.”
“Mark has really turned my finances around. Very happy with his management of my Superannuation and his lifestyle advice and looking forward to being able to retire earlier than I ever thought. Thank You Mark for your exceptional attitude, friendliness and knowledge. So happy you were recommended to me. – 5 stars.”
“Mark has been a breath of fresh air when it comes to superannuation and life insurance planning. It’s a world which causes most people to yawn and fall into a coma – Mark obviously LOVES what he does, and this is so evident when you spend a few minutes with him. He explains complex concepts in plain English which even a simpleton like me can understand. – 5 stars.”
“Mark listened to what our goals, hopes and dreams were for our future when retired and tailored a financial plan to achieve that. Mark constantly reviewed our plan and adjusted it as required to keep us on track for retirement. We have been retired for 6mths now, 2yrs earlier than planned and have moved to the country, self-funding a new house build and still able to draw a pension from our super. – 5 stars.”
“After having some initial discussions with Mark, it was evident my current super fund was not performing to my satisfaction and the fees were very high. With Mark’s guidance and super industry and investment knowledge, I changed to a SMSF. I have never looked back and have a clear path to financial security for my retirement. Thanks Mark – 5 stars.”
“Mark has done a fantastic job looking after us over the last few years, helping to set us up for retirement. Thanks Mark, we are looking forward to seeing the next few years’ results – 5 stars.”
“Mark provides solid advice and great direction along an ever-changing pathway to my financial future – 5 stars.”
“We find Mark very approachable and easy to get along with, he explains things extremely well. That’s why I gave him a 5-star rating, which I don’t do very often. We would recommend him and have done. – 5 stars.”
“Best decision I have made, having BFS looking after my super. […] I’ve been able to retire at 63 – 5 stars.”
“Mark has always been very quick in his response to any queries that we have had in regards to our SMSF. He has been very helpful with the initial setting up, organising and explaining the SMSF structure for us and has made the whole process “pain-free”. He is also our agent in dealing with the “minefield” of Centrelink and any pension/SMSF enquiries they make. All in all, we are very happy with Baldwin Financial Services. – 5 stars.”
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North-East Adelaide Financial Advisors
Your local north-east Adelaide financial advisers, providing quality financial planning advice focused on our clients’ best interests.