A & T Financial Advisers Pty Ltd
Address | 2/24 Mercer Ln, Joondalup WA, Australia | ||||||||||
Phone | +61 8 9301 4259 | ||||||||||
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Website | www.atfinancial.com.au | ||||||||||
Categories | Financial Planner | ||||||||||
Rating | 5 25 reviews | ||||||||||
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A & T Financial Advisers Pty Ltd reviews
25I can highly recommend A & T financial advisers.especially Tim who was so helpful to me at all times. Even when my financial situation changed Tim was fantastic continually and reworked my plans to adapt to my situation.
Tim outlays very professional work. I have used his service for a number of years now and have had great results. His down to earth nature really helps me understand the work he is doing for my future. I can't recommend him highly enough. His work speaks volumes
Tim was great and provided sound advice. He was helpful and easy to work with and offered practical and valuable solutions. Would definitely recommend Tim and A&T
I got referred to A&T Financial services 5 years ago…particularly Tim.
Wish I’d done it many years prior.
Tim sorted my Super and steered/fast tracked my financial future. I’m so grateful to have the clear/transparent advice…and I asked a lot of questions and still do.
I have recommended several of my friends, family & colleagues to them.
My financial stability and growth would not be where it is today if it wasn’t for taking that first step and contacting them.
From an extremely satisfied individual
Thankyou Tim
Thankyou A&T Financial Advisers
We've been working with A & T for over 30 years, initially with accounting and then also their Financial Adviser, dealing with all our business and personal finances.
Both Geoff and Tim have given us financial advice solutions, which have worked wonders for both our Superannuation and Retirement Planning.
Tim keeps us regularly updated on our investments and their performance, it's great to have someone who is focused on our individual needs.
The team at A & T are professional, knowledgeable, yet approachable and friendly - everything you need!
We would highly recommend their services.
I have been a client of Tim's for 4 years and has always given me good professional advice and helped structured my investments and superannuation to my needs and been able to maximise my returns throughout the years. All things have been made simple and has every bit of information available. Tim keeps me updated regularly and touches base to make sure everything is still appropriate for my current situation and end goals. Would highly recommend and I am a very happy client with A&T's services
Have been dealing with Tim for a few years now and have found the service and expertise excellent. I receive regular updates on my fund and regular catch ups during the year. Swapping from my previous fund to the new one was made easy. I would recommend their services.
We have been working with this company for over 10 years, both accounting and financial advisors.
Trust, professionalism, approachable and helpful are only few words to describe the staff working here. A well -deserved shout out to Paula (our accountant) and Tim (our financial advisor)! Thank you.
I have been dealing with Tim for a few years now and couldn't be happier. Always helpful and knowledgeable with all of our financial matters.
Highly recommended.
Have always provided a great service. Tim keeps us well informed of how are investments are performing and is a calming voice when things go a bit negative (covid). The investment portfolio that A&T set us up in has performed better than we expected and is well balanced.
Have been dealing all our business and personal financial through Jan and Tim over the past few years and find the guys/company very professional and easy to deal with, would recommend them highly.
Transitioning over to Tim has been easy and very professional.
Always responsive to our needs and concerns, plus always being informative to current situations. I feel very comfortable with Tim handling all our financial needs and accounts.
I have been dealing with A & T - Tim & Jan for a few years now. I have always enjoyed their amazing professional service.
Tim is very professional in his field and regularly updates me with timely updates and regular catch ups. He always advises me with valuable information regarding my Financial needs. Professional, helpful, honest & truthful that is Tim in a few words. You will never regret his dealing with him. Thanks Tim.
We have been using A & T Financial Advisers for over 10 years and the have been our one stop shop for both Financial advice and tax services.
Tim & Jan have handled all our finances while living & working abroad and more recently since relocating back in Australia. Thanks guys
We have been with A&T Financial for close to 2.5 years. Our finances have been through a couple of interesting times, testing our decision but have survived reasonably well. The advisors have managed our portfolio closely and kept us informed every step of the way. Very happy with this service.
Tim has been my financial adviser for nearly 5 years. I find Tim very friendly and personable, he provides me with professional advise and guidance to suit my needs. I have been a difficult client at times but Tim always manages to work with me and keep me on track with regular updates. I would highly recommend Tim and A&T services.
Very professional whilst being approachable and friendly. Excellent knowledge of the current financial environment with a focus on our individual needs. Always responsive to questions and provides timely feedback.
We have worked with Tim at Athens and Taylor for the last year and have found his service to be very professional. Tim is always approachable and very helpful with our needs and we have found him to be proactive in his approach. We would recommend Tim to anyone in need of Financial Services.
I am very grateful to Tim who has helped myself and my family streamline our Superannuation and other insurances. Tim is knowledgeable, professional and goes out of his way to help. The entire team at A & T financial Advisers are professional, efficient, friendly and get the job done promptly.
We have been with Tim as our advisor for less than a year. Tim is extremely professional, thorough, knowledgeable and down to earth. He has provided us great advise with our various investments, insurances and Super. I wish we had been a client of Tim's year ago.