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Financial Framework

Address Level 1/3 Rosslyn St, West Leederville WA, Australia
Phone +61 8 6144 4000
Hours
Monday08:30-17:00
Tuesday08:30-17:00
Wednesday08:30-17:00
Thursday08:30-17:00
Friday08:30-17:00
Website financialframework.com.au
Categories Financial Consultant, Business Management Consultant, Superannuation Consultant
Rating 4.6 56 reviews
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Financial Framework reviews

56
Sort by: date highest rated lowest rated most helpful
Mandy
24 December 2022 19:37

I cannot find word to say how much I appreciate the good advice and support we have had received from Tim and all the staff at Financial Framework. We were originally referred to Tim by a friend with polar opposite views as to the purpose and importance of money, so we weren't sure if this would be a good fit for us. This view was unfounded. Tim's first priority was to get to know us, what we were interested in, what our dreams were, before learning about our financial situation. Our relationship has been based on working towards our dreams, with the financial security we need for our family in the future as well. Tim is very patient, coaching me through all my concerns and worries over the years with empathy, where someone else may have wanted to give up! During Covid and at other worrying times, he rang his clients, just to ensure that all was ok, and to remind us all that he was there if needed. Without him I doubt that we would have had the courage and confidence to take the financial steps required to make major changes to our lifestyle. Now, we have just retired early, and about to embark on a new life, thanks to Tim and Financial Framework.

gareth
23 December 2022 12:23

Thanks to Christine Morgan and her colleagues at Financial Framework for their help in managing my income protection claim and TPD, I would definitely recommend their services.

Christopher
24 November 2022 9:29

Courtney and Christine go above and beyond to help they helped me with my Tpd claim and made me feel verry at ease with the process. Thanks finacial framwork.

Luisa
16 November 2022 3:35

I came to Financial Framework in the hope I could finally find a firm that could actually help me, listen to me and be honest with me during my stressful TPD claim.

I was having some issues with a law firm I chose who basically caused unnecessary delays in my claim and where I was made to feel more like an inconvenience.

I found Christine Morgan at Financial Framework! Christine is so amazing at what she does and so caring. She has a huge amount of knowledge and knows her stuff. She treated me like I was human and constantly made herself available to talk to me throughout the process of when she took over my claim and understood my situation and the stressful and financial pressure I was under. After the two months Christine intervened my claim was approved.

Do yourselves a favour and call Financial Framework for all your TPD and life insurance claims and ongoing financial planning. The whole team is always friendly and willing to help with an amazing world of knowledge.

Thank you Christine from the bottom of my heart. I am truly forever grateful.

allan
19 May 2022 13:18

Fabulous and friendly service from Christine Morgan who totally saved me the stress and headaches dealing with my retirement processes. I would highly recommend Christine and the team at Financial Framework to anyone looking for advice and help as they offer such a wide range of services

Hayley
19 March 2022 3:04

Christine has been wonderful in helping with all documents and support while processing insurance claims

Jim
30 January 2022 20:42

We have finally reached the time in our lives that we have dreamed of – retirement! It was a daunting decision, but we were encouraged by the great team at Financial Framework who put our minds at ease. Skipping the Centrelink queues and the reams of paperwork; has given us more time to do the things we enjoy.
We are always treated as valued clients and friends whether we are in the office, at the movies, on the golf course or at an investment seminar with the team. We look forward to a happy retirement knowing that our investments are in safe hands.
Jim and Alida McCormick.

Peter
11 January 2022 16:24

I have been using Financial Framework for a year noe and they have been incredible in helping me identify and manage my assets including my home, Superannuation and savings. They have helped grow them for my future.

Complete stress free management.

Julie
25 December 2021 3:13

After working with Tim and Christine for many years, I have recently had exceptional help dealing with a TPD claim. I could never have dealt with this without the amazing help and knowledge of Tim, Christine and their team at Financial Framework. I would highly recommend them, as nothing was too much trouble, no question to silly, and went out of their way to explain everything in detail so I understood. I will be continuing to work with them in the future. I would have no hesitation in recommending this wonderful team for their professional work, quality to detail and most of all the care and compassion they show as a client and a friend. Julie Bizzaca

Marshall
30 November 2021 13:07

Kellie and Christine are amazing. Exceeded my expectations and would recommend.

Exceeded my expectations and service. Would recommend.

Jeanine
14 October 2021 23:03

I met with K. D to obtain some financial planning advice. I found the suggestions the strangest one I have ever received as it would set me back thousands of dollars! Overall a very disappointing meeting.

Ian
24 September 2021 11:32

My wife and I have been working with Tim and his team for close to a year now and I can honestly say that that the experience has been exceptional. Tim takes his time to explain everything carefully and I feel our long term family financial planning is in very good hands. Honestly, we should have done this years ago!

Rangipipi
01 September 2021 11:27

Courtney from the start was welcoming, accomdating and provided us with services and advice that has helped us with our financials.

Thanks to the team at Financial Framework.keep up the good mahi (work).

Shane
15 August 2021 17:40

Great strategists and planners for all levels of independent financial goals. I have worked with both Tim Luxton and Joshua Hummerston and highly recommend them.

Andrew
05 August 2021 7:17

Dan, Courtney and everyone I've worked with at Financial Framework have been fantastic to deal from the start. They've given me a whole new understanding of my finances and I have genuine confidence and trust in their advice. Highly recommended.

Margaret
23 July 2021 20:27

We were recommended to Courtney Moores at Financial Framework by our son, who was an existing client. From our first meeting we found not only Courtney, but all the staff at Financial Framework, to be extremely professional, friendly, knowledgeable and very helpful. We have been so happy with our dealings with them we have recommended Courtney to other family members who have now become clients.

Julie
22 July 2021 3:13

My dealings with Josh re my finances from Day 1 has been impeccable. He has gone over and above as to what is expected from him and to that I am deeply appreciative. I would highly recommend him to anyone who is looking for someone to help them with their finances with onwards and upwards planning thereof.

Travis
07 July 2021 10:10

I have been seeing will walker for the past 3-4years and has been 100% professional and very appreciative everything he and financial framework have done in to setting up my future. I would highly recommend them to my family and friends.

Ian
06 July 2021 14:49

The Financial Framework Team are always looking for the best results and fit for our needs. Dan and Tim are always willing to help to achieve our goals.

Ian
21 April 2021 0:30

I find Tim easy to talk to and he is very knowledgeable. His assistance in my transition into retirement has been vital. It is very reassuring to have the team guiding me through this process.

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