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TestimonialsFinancial Technology Securities - By Referral Only: the honest way of doing business – our clients do referBundaberg “....worked with us to keep our goals on track.” FTS understands that everybody’s situation is unique and will change. FTS has worked with us to keep our goals on track. FTS’s knowledge and happy approach to financial planning has enabled us to be secure about our future.
Gold Coast “....I knew the time was right..”
I first saw another adviser at Financial Technology just over 9 years ago and at the time that I was originally referred my circumstances weren’t the best for me launching into a full financial plan. In short, it wasn’t the right time for me. I asked them to stay in contact with me, which was done approximately each year and each time ‘the time wasn’t right’. One day, some five and a half years later I knew the time was right and now I wish I had been ready earlier. I knew several other clients of Financial Technology, and they had all told me of how much their financial lives and then the rest of their lives had changed by having a good, solid and flexible financial plan. I have referred several people to FTS over the last 3 years, some of whom have become clients and some of whom haven’t. They have all spoken to me after their appointments and have all enjoyed the experience. If they wanted continued contact they have received it, and if they haven’t then they aren’t annoyingly followed up. I encourage anyone who speaks of their finances to at least go along for a complimentary appointment and to see for themselves what a financial plan prepared by Financial Technology can do. |
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