Over the years we have been extremely fortunate to have experienced incredible success in helping clients achieve their goals.
Clients of Wainscott Financial are assured of receiving only the highest quality financial advice, based on their own personal circumstances and goals.
The staff at Wainscott Financial would be honoured to help get you on your way to achieving your financial goals. Contact us today about how we can help you.
The following are a few of our recent client testimonials:
To all at Wainscott Financial, thank you for your recent update on the Banking Royal Commission. I wish to advise you that I have full confidence in your service and also that I am very pleased with the personal attention that I receive whenever I call.
“Trust is such an important word, and during these unsettling times with the Banking Royal Commission, it makes anyone pause and reflect on their own sense of financial security.
I have been a client of Wainscott Financial and specifically of Rick Atkinson’s for the past 15 years. My prior experience with another advisor had left me cautious and wary in seeking further advice but Rick was recommended to me by a friend. I can honestly say that since that first meeting I have not looked back. Through Rick’s guidance and genuine desire to do the best for me, I have a wonderful sense of security as I move closer towards working less and eventually retiring. This has happened because I know I can trust Rick, as he brings integrity and honesty, in the way he works and communicates with me.
An example of this is the recent video that Rick and Wainscott Financial recently sent to me in regards to the Banking Royal Commission – always transparent and upfront in keeping me informed. I replied to that email and said – “All good – I trust you.”
Just wanted to pass on my gratitude and vote of confidence to Wainscott and you, in particular, for the ongoing advice and support you’ve provided.
We really appreciate all you’re doing for us and have full confidence in you personally and also in your organisation. We’re both really happy with the service you provide.
"Dear Rick and team,
We would like to express our gratitude to both you and your team, who were able to provide us with the evidence, the resources and the correct avenues to pursue justice following some very questionable advice we received from another firm.
We are so very thankful and pleased with the final outcome. Your actions prove your standing as an ethical financial planning professional. We would show no hesitation in recommending you and your practice".
Serena & Robert
"Thanks Rick for the mid-year update this afternoon.
We always find the professionalism and effective efficiency of the Wainscott team most reassuring, and we always leave these 6 monthly reviews uplifted - in that our investments etc. are in safe hands.
Please pass on our thanks to your Wainscott team."
Con & Pauline
"Hi Rick & Ingrid
Now that I am reaching retirement, I've been checking my portfolio more often and ......WOW, I'm so amazed at its performance over the years.
I clearly remember (10 years ago), at our first meeting when you told Monique and I that you could get our investment to reach a certain figure by my retirement. That certain figure was more than double the sum of my investment then. Honestly, I had strong reservations that this figure was achievable despite the salary sacrifice you recommended.
Today ,despite all the hurdles in the financial world (such as the GFC,recession in U.S./Europe,China cooling down,etc) which impacted adversely on the Market, we have PASSED this magical figure you targeted 10 years ago.
For me, it is obviously due to your advice, wise investment and strategies, that Monique and I have already achieved our retirement goal. What makes all this even more astonishing is that Monique and I never had to worry about our investment knowing it’s in the hands of a very trustworthy, professional and helpful team of advisers.
Thanks once again to you and your magical team."
Danny & Monique
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you