We have been dealing with the services of Advice First for over 10 years.
We started out as a small exhaust shop employing only a couple of people and now are one of the larger aftermarket exhaust manufacturers in the country employing 25 staff.
Our growth has been helped along with guidance from Advice First.
Garry Kinnaird was our adviser for many years. More recently we have been dealing with the able assistance of Adam Smith. With the help of these two and the staff of Advice First we are now well on our way to achieving our goals with both our business and personal financial dealings.
Both Garry and Adam have now become not only our advisers but trusted friends.
We are happy to recommend the services of Advice First without hesitation.
Brian and Jane Parker
Directors of Beaudesert Exhaust
Financial Peace of mind is a goal for many Australians. One of the major questions they face is “where can they get advice to help achieve this goal”. I believe that Advice First is the answer to the question. I have known the team at Advice First for many years and have no hesitation in recommending them to anyone seeking first class financial advice and service.
Past Chairman, Financial Planning Association of Australia
Advice First have been the preferred source of financial guidance for our team at Minter Ellison Lawyers for the past two decades. They are a firm to be trusted and listened to.
Managing Partner, Minter Ellison Lawyers Gold Coast
Chairman of Gold Coast Suns
For the first time since opening our doors back in 1985 we recently made the decision to appoint a financial advice firm to look after our 500+ staff. After a lengthy due diligence process of reference checking and competitor submissions, the decision to select Advice First was made easy as we came to realise that our respective companies share similar values and core beliefs. The Frizelle’s Automotive Group has been built on “old fashioned service” and it is clear from our dealings with the team at Advice First that they share the same passion for quality service. We have been impressed with their enthusiasm to assist staff at all levels and the honesty of their advice. We would recommend Advice First to other employers seeking professional and reliable financial services.
Joint Dealer-Principal, James Frizelle’s Automotive Group
Chairman of Gold Coast Titans
Advice First is like part of my family. My entire financial life resides with them. I have complete trust and faith in their ability to look after my families future from a financial perspective. Their expertise is first class and covers all our financial needs.
When we first sat down to discuss our goals and financial future, I thought I was in good hands, but having been a client for many years now, I know we are in GREAT HANDS! Even through the GFC, our wealth progressed under the guidance of Advice First.
Very few companies have a team culture like Advice First – they truly are a high performing team. Their care and consideration for customers is outstanding and an example to others.
Professional tennis player
We are very grateful for the personal touch and honesty with which Advice First has provided for our retirement plans. Adam and the team have always been available for ongoing communications and we always leave with a feeling of confidence after each meeting. We thank you for your support and genuine care and we look forward to continuing under your professional guidance.
Brad Leaity & Glenn McLeod Leaity
Retirees, Gold Coast
Like many people my age (late 40’s), I had been a loyal customer of my bank since I was a young child. It was only after an eye opening meeting with Lisa from Advice First that I realised that the loyalty with my bank was all one way! The bank seemed more interested in selling their own products than genuinely caring about my personal situation. Advice First combined sincere compassion and understanding with extraordinary expertise and knowledge – to save me money and set me up with a loan facility that is tailored to MY needs. My initial meeting was without obligation or cost to me – which was appreciated. From now on I will seek no other for my financial planning future than Advice First. I recommend them without hesitation for timely and appropriate advice, with real down to earth guidance you can trust.
Home Owner and Mum to three boys, Brisbane
Advice First have been the servicing advisers to the Michael Hill Jeweller Staff Superannuation fund since 1997. Over the years they have conducted education workshops at many of our locations around Australia, in addition to providing over the phone service and advice to management and staff.
Advice First have also been proactive in assisting our policy committee make informed decisions regarding plan design and general staff education, and they play an important role in our ongoing relationship with AMP.
Human Resources Manager
Michael Hill Jeweller (Aust.)
Whether providing advice to our senior executives, conducting education workshops at our various locations throughout Australia, or helping the family of a deceased member complete claim forms, Advice First has been an integral part of the company superannuation fund they established for us in 2005. Employees in the fund regularly pass comment on the high level of personal service they receive, and the accessibility they have to key people at Advice First to answer their individual superannuation queries. We are continually impressed by their knowledge, personal service and genuine approach, and would have no hesitation in recommending their services to any prospective employer.
General Manager – Finance
Southern Cross Austereo
I am a long term client of “Advice First” and wish to state that this firm has no equal in service or reliability regarding their clients.
I personally receive what I consider is the most relevant, up to date and superior and comprehensive advice and service in respect of my financial affairs and Superannuation fund management.
Their attention to detail and collective ability to foresee changes and opportunities in financial markets has given me the comfort and confidence I need to enjoy my life without the fear of financial ruin from poor advice. They have not only earned my total respect but my complete trust in consulting with me in their decision making process.
I can only give this Company my highest endorsement by encouraging others to do what I do. “Give them your business.” That will be the best decision you ever make!
In 2007 CPT Global was looking for ways to increase the benefits we could provide to our team of over 200 employees throughout Australia, Europe and North America. Advice First presented a solution to achieve this by setting up a Staff Superannuation Fund with Group Life Insurance and a Group Salary Continuance Plan included.
The key proposed benefits of this solution were using the size of the potential CPT funds and leveraging excellent networks with industry providers to;
- Lower superannuation fees to employees.
- Lower insurance and salary continuance cost to employees. In some cases enabling access to this cover which would have been possible as an individual.
- Improved knowledge of employees on matter they should be aware of via education workshops and direct monthly newsletters.
Advice First helped CPT to set up the plan from scratch, educate and assist employees to join the fund, proactively worked with our finance and HR teams to minimise the administration on our part and provided employee education workshops and offered one-on-one sessions to all employees during multiple yearly onsite visits.
I have been constantly impressed with the way that Advice First has continued to deliver the proposed benefits associated with establishing the CPT Global Superannuation Fund. My team of employees often provide me with positive feedback regarding the ongoing support and benefits they receive from being part of the fund.
CEO, CPT Global
We became clients in 1980 when we had a small plumbing business and have benefited from the guidance and expertise of Advice First ever since. We have seen our investments grow, and now in retirement, feel financially comfortable. Thank you for your friendly and competent service.
Don & Lesleigh Ponti
Retirees, Gold Coast
The Advice First Team have been my personal financial advisers for the last 30 years.
They have been most thorough in investing my money in safe high yielding funds.
During the global financial crisis they helped me with expert advice to safely weather the storm.
I have every confidence in their technical ability and strategic thinking, and have found them to be honest and trustworthy.
Dr. Patrick Drake
Client since 1984