T. 02 4227 3335
F. 02 4227 5553
PO Box 794,
Wollongong NSW 2520
Level 1, 26-28 Market Street,
Wollongong NSW 2500
Office Hours:
Mon - Fri 8.30 am - 12.30 pm
1.30 pm - 05.00 pm
(Closed for Lunch)
TESTIMONIALS
Dear Paul,
This testimonial is written in the sincere wish that others may not make the same mistakes that I made in respects to financial advice. After working for the same company for thirty-two years, it announced sudden closure, throwing three hundred employees into turmoil; I took a conservative line, choosing a very large well-established firm for investment advice.
All seemed well for the first few years. In the short time I was with them my adviser was changed four times. I discovered that they were using franchised advisers that were more interested in their commission than service to me, with the heavy undisclosed service fee being charged reducing my planned income stream considerably.
A friend recommended I see his financial planning adviser "Mr Paul Fenton". It was Paul that pointed out the cost I was incurring with the previous plan, and with a no pressure talk he explained a strategy that my wife and I could take to early retirement, including the Centerlink benefits for the two of us. Being once bitten I cautiously ventured into the recommendations that he described. Over the three consultations he conducted the entire strategy was explained and we were able to significantly better our financial position and most of all feel confident in our adviser. Having his office in town I have been able to get instant advice on our financial plan at short notice, and have been completely satisfied with the service that we have received from Fenton & Associates.
Yours faithfully.
Don Matthew
Dear Paul,
On behalf of the Sim family Superannuation fund, I write to express our sincere appreciation to you and your staff for you support, guidance and assistance over the last three years.
We have a great degree of confidence and comfort in knowing that that the numerous private and personal matters we have discussed over this time are treated the respect and confidentiality we would be entitled to expect.
We congratulate both you and your staff on the integrity and competence demonstrated in all of our discussions and dealings. The advice we've received has just made the transition from a full time working life to a happy confident retirement an absolute 'breeze'.
Prior to engaging the services of your organisation we investigated many companies and firms purporting to offer similar services. We now confidently believe that the services we may have experienced woul~ in no way have matched the degree and quality of personal attention we have received from you and your staff.
As you are aware, we have already referred friends and acquaintances to you for advice and will have absolutely no hesitation in continuing to do so in the future.
Thank you again to you and your staff.
Yours faithfully,
Sim Family Superannuation Fund
John Sim (Trustee)
Dear Sir,
My wife and I are very happy to submit this testimonial in favour of Fenton & Associates for the very honest and professional manner in which they have taken care of our financial affairs since we retired in 1996.
The courteous and very helpful service provided by Paul Fenton, Lisa Kovacs & Monica Dignan has been a great relief to us in maintaining our required standard of living after a long period in the workforce. It certainly justified our decision to be one of their BHP clients after checking out a number of other financial advisory groups in the Wollongong region upon retirement.
After working for 39 years we had to find a very reliable company that we could trust, "with the rest of our life", with all we had. We have not been disappointed in any way as a client. Each visit to their office has been very informative, with the up to date information on the rise and fall of the financial markets both here and overseas being a feature of their service. Where a change of direction was needed, we were thoroughly briefed in a manner that we both could understand, all our questions were answered and a decision made which was in our best interest.
There were times when the Centrelink "Goal Posts" were moved, there were times when the federal budget made changes to our expected lifestyle, Paul and his staff were ever present to advise us on the effect it would have on us and our future. for which we have been most grateful.
Honesty, integrity, trust and a strong personal interest in the requirements of the clients needs puts Fenton & Associates at the top of the tree in our view. We cannot speak highly enough for the manner in which our affairs have been managed and have no hesitation in recommending to anyone who may be in the need of good sound, professional financial advice, the name of Fenton & Associates.
Yours Sincerely
Brian J Mackander OAM
Heather J Mackander
To whom it may concern
Although it seems like only yesterday, I retired from the work force almost 10 years ago, and as I quick1y found out, there are many pitfalls for the unwary when it comes to investing one's lifetime superannuation payments, along with any other assets one may have. I believe it is imperative to seek the help of the experts in the field of financial advisors.
I personally conferred with several different advisors, and eventually narrowed the field down to two. It was here that I first met Paul Fenton, and I was impressed with not only the investment portfolio that he recommended, but the friendly and professional manner in which it was presented. Needless to say I have been a client of Paul ever since, and when Paul started the business of "Fenton and Associates" I had no hesitation of remaining a client.
Simple things that an individual may not think of, such as retiring date, and spreading tax benefits over two financial years saved me considerably on my tax bills.
I consider myself very lucky in my choice of Financial Advisor, as a close mend of mine, who chose my second choice advisor, had the misfortune to lose some $20,000 on a share portfolio that they recommended to him, and this happened in the days where my investments were returning over 10 per cent per annum.
Over the years there have been many changes to the Centrelink entitlements for retirees, and Fenton and Associates have always been on the ball with the latest moves to see that their investors get the most in entitlements from this source of income. They also have made changes to investment strategies to ensure the client has the opportunity to reap the highest reward for their hard earned nest egg. Clients are each treated as an individual in setting up strategies and not all clients are thrown into the same Investment Company, so that the financial advisor gets the big rewards, and the investor... well (some of the uncouth advisors in business today do this), so I have heard. But not at Fenton and Associates.
Another item worth mentioning is the payment of fees. Again beware. There are some investments that have fees for putting money in, fees for taking money out, annual fees, account charge fees etc. etc. I have found that fees I have paid to Fenton and Associates over the years to be very minute for the services provided. I have also noticed the high levels of training carried out by all staff members to ensure the upgrading of their knowledge to keep them to the forefront of their profession.
I am very happy with the Financial Advice that I have received as a customer of Fenton and Associates, over a long period and would have no hesitancy in recommending Fenton and Associates to anyone seeking the ultimate service in the field of Financial Advice.
R G. Bemi
Dear Sir or Madam,
Since my forced retirement, Paul Fenton and the staff at Fenton & Associates have provided me with a feeling of security. Whenever changes in circumstances have created worry for me they have been able to resolve the issue favourably.
I feel very comfortable with regard to the security of my investments and during times of poor investment performance I have received reassurance from Fenton & Associates before asking for such reassurance.
Life can throw unexpected challenges at you, certain the recent past has seen my life change dramatically. I know however that Fenton & Associates will deal efficiently with the financial requirements due to these changes.
I have no hesitation in recommending Fenton & Associates to those seeking financial advice.
Yours faithfully,
John Erickson
Dear Paul,
We wish to thank Fenton & Associates for the professional advice, management and planning of our financial affairs.
The courtesy and attention give to us originally and ongoing by all staff members, in particular Monica and Paul, is excellent and the immediate availability in attending to any questions or concerns we may have from time to time is greatly appreciated.
Being of retirement age, it is a comfortable 'peace of mind feeling' having confidence that our financial situation is planned for our needs by approachable people with integrity and that one can have trust in.
Yours faithfully,
Terry & Delwyn Archer
To Whom It May Concern:
We first met Paul Fenton in 1997 during a presentation to BHP Staff and their spouses on Retirement Planning. At our request he subsequently prepared a client portfolio detailing clear recommendations for our consideration and one suitable for our lifestyle needs and goals.
Since then we have always enjoyed regular contact and meetings with Paul, Lisa and the professional team in the Fenton and Associates Wollongong Office. Also, we have received prompt, courteous and professional advice to all our requests.
Paul and his team are very obliging, conscientious and methodical in performing their duties and are highly regarded in their profession.
We have recommended their professional services to family members and close friends and now they are also valued clients of Fen ton and Associates.
Their integrity is beyond reproach and we would have no hesitation in vouching or Paul, Lisa and their team at any time.
Allan Pallier FCPA 315497 Janice Pallier
Fellow, Certified Practicing Accountants of Australia
We welcome the opportunity to express our thoughts on the Service, Professionalism and Conduct of the above named organization.
We have been with Fenton & Associates from the opening of the business until the present time, during this period we have always found, both the Principals and Staff of the organization to be professional in their dealings with one and yet able to explain in simple terms the fundamentals of the business, at the same time placing it on a very personal level. They have always been on hand, ready to assist in any concerns we have had in regard to the management of our portfolio. In our dealings with other organisation’s, either Government or Private, the staff provide appropriate advice and assistance. Their willingness to assist in this particular area has removed , to a large degree, any stress one may encounter in such dealings.
We fell confident that they put the interest of their clients right at the forefront of their business operation and therefore would have no hesitation in recommending them to anyone seeking advice in regard to Financial Planning.
Sincerely,
Ray Andrew & Eve Andrew