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 .
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.
Had a really great experience
Had Angus, one of the Advisors out to see us in our home. We went over what insurances I was currently paying for out of my Superannuation. After breaking down our current situation we soon worked out we were not covered for enough. Angus and the team at Sheffield Financial Advisors ended up cancelling our current insurances and put in place new ones that covered us far better! Experience was comfortable and easy.
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