Every one I have spoken to and met with at Sheffield Financial have been very helpful and professional . They have always been willing to answer any of my questions and have given me a greater understanding of where I am heading financially.
Thumbs up from me
Morgan and the crew where fantastic in helping me get on track for my future. Looking forward to working with Sheffield Financial for years to come.
Swapped my advisor to Sheffield Financial and am happy
Trust worthy and not pushy. I feel I’m on track for my financial goals and am looking forward to how my super investments track over the years.
So far my experience has been all good with Sheffield financial. Happy to recommend them and their services. The consultant was professional and knowledgable
Great experience so far
Just a quick review to say Clayton has given me a great experience. Sheffield Financial have made me feel comfortable and confident.
Professional Service, Excellent Knowledge A++
I would like to thank the team at Sheffield Financial Advisors for your ongoing support of our family, because of you guys we have significantly reduced our mortgage and sorted all our insurances and superannuation, every step of the way you have been clear and very informative. I appreciate the time you have spent with us both and i look forward to continuing to use your fantastic service. I would highly recommend you to anyone wanting to streamline insurances and superannuation and defiantly reduce the mortgage. Thank you.
Before my meeting with my advisor Samantha, I didnt even know that I had insurance premiums inside of my Super account. They helped me understand everything and gave me the best advice possible for my situation and they also gave me education on my Super and Insurances, so I now understand what I have and what it will do for me. Great service
The full service
Mortgage reduced , portfolio in working order and superannuation heading in the right direction all thanks to the team at Sheffield Financial Advisors . A truly professional service made simple, with a dedicated team that cared about my situation . Thanks again
Before being introduced to Sheffield Financial advisors I had never realised the importance of having a strategy in place. One that not only works but is also tailor made to me , they made me feel comfortable and I took great pleasure in the fact that my family and I have built a relationship with this company for our financial future . The Sheffield life plan has worked wonders for our financial situation and we now genuinely feel that we have control over every area of our portfolio . The team at Sheffield provided all the advice and guidance needed to reach our financial goals. An honest,integral company with great values and dedicated staff .
Still Cold calling Spammers
Received a call out of the blue, they didn't even know my name. No convenience check to see if the time of the call was appropriate, couldn't tell me where their data was from. poorly written script, wouldn't answer any questions. When asked who owned the company was told "[name removed]", but they refused to put me through to him or tell me his last name. Promised he'd call me back.. guess what? ..he didn't.
TOTALLY unprofessional with no marketing skills. Treat them like the plague.
Cold calling spammers
Received a call out of the blue and I have never had any dealings with the organisation. They clearly identified themselves which is good. Called on my corporate direct line to talk about my superannuation and any insurances bundled therein. That is as far as they got.
You cannot direct call people and launch into a spiel without confirming if it is a convenient time. The receiving party may be in the middle of a crisis. If you show disrespect to the potential client, not a good sign in my etiquette book. Sorry.
Unrequested Telemarketer Spam
I'm not a customer or potential customer of Sheffield Financial Advisors. But I've been contacted many times by telemarketers who are trying to convince me to attend some sort of marketing session for Sheffield Financial Advisors. I've informed them, multiple times, that even if I were interested in attending, I'm not their target market, but I've been called back at least 5 separate times now.
I can't comment on the actual business itself, but they shouldn't be cold calling random people and expect to create a good name for themselves.
Great Advice and Personalised Planning
Had a great experience with one of their Senior Financial Advisors, they were very honest and they also helped me understand the process of why I needed insurance, and how it would benefit me in the long term. Would definitely reccomend, as they work with you and are very flexible to what you want.
Thumbs up from us
Reviewed our situation and provided a service that covered all aspects. Insurances are now in check and they also assisted up with further investments which we are really excited with. Morgan and the admin team are easy and comfortable to deal with.
Will, was very thorough reviewing my insurances, and gave me great advice.
I would recommend the services of Sheffield Financial Advisors.
Questions & Answers
Sorry, there are no questions yet.
Get an answer from our members and Sheffield Financial Advisors representatives
Other Financial Planning Services
ProductReview.com.au has affiliate partnerships. These do not influence our content moderation policies in any way, though ProductReview.com.au may earn commissions for products/services purchased via affiliate links.