We were not satisfied with the level of service we were receiving from our financial adviser or the performance of the funds we had been invested in. Our introduction to ML Financial Solutions was by way of word of mouth, through a long term friend, who in turn had been referred the same way.
The initial meeting with Amanda Lee immediately dispelled any concerns we had of self-managed funds being beyond the management ability of the average person, explaining we could be involved as much or as little as we chose. Amanda also explained the benefits of receiving careful & considered personalised investment recommendations without taking unnecessary risks but with the flexibility to be proactive in changing investment strategies according to the climate. The upfront transparent fee structure & the fact that our funds were not just going to be invested with other managed funds appealed strongly.
We left the initial meeting feeling as though we had finally met an investment professional who was concerned with our interests, competent & confident without any sales & marketing hype. Since investing through ML we have had absolutely no regrets. Our first impression of Amanda has been positively reinforced on a regular basis. We receive professional & honest advice, any questions are answered immediately. Amanda is an excellent sounding board for all our financial decisions & the superannuation fund has performed well above market averages over the 5 years we have been associated. As far as administrating a self-managed fund is concerned ML have removed any difficulties by handling all the administration details including changes to any rules or legislation that may occur.
Since our first meeting, which was only based on superannuation, ML Financial solutions now handles our taxation & all matters financial, recommending tax effective strategies in relation to capital gains, personal tax minimisation, re-contribution strategies etc. ML has always used online brokers & zero fee bank accounts for any share transactions & we are more than happy with their reasonable fees.
ML Financial are a pleasure to deal with, all the staff we have had dealt with have been responsive, courteous, efficient & knowledgeable in their fields. We always feel welcome to discuss any ideas or concerns we may have & the results are always positive.
We have never felt more relaxed & confident in our financial situation. We highly recommend ML Financial Solutions to anyone looking for a financial partner in a company exhibiting professionalism, honesty & integrity.
Mark & Jenny