What our clients say

After some time with one of the larger Super service providers I was looking for a group that provided a more personally focused service - without the formulaic approach that I was becoming tired of. In Future Planners I found a team willing to listen but also with their own independent financial advice totally different to the one size fits all mantra. Personally I have found their advice reasoned and responsible and look forward to chatting with them as I seek advice on the challenging financial landscape.

- Ian, Melbourne


Many thanks for the overview of my financial situation. I appreciate that you take the time to explain to me the intricacies of the financial world and that you are able to help me navigate the Centrelink requirements. Prior to coming to your firm I was seeing a Financial Planner from one of our major banking institutions and found him to be only vaguely interested in my financial situation. At the advice of the first Financial Planner I was advised to join what hard earned Superannuation that I did have, with a small inheritance from my parent's estate – these transactions took place on the Friday and by the Monday I had lost $20,000! Needless to say, I was not impressed and although it has taken me a little time to make the change to your company and in turn to Watershed Dealer Services, I am sure that I have made a wise decision! I look forward to our one on one meetings and thank you for encouraging me to attend general information sessions that you provide.

 

- Dorothy, Melbourne

 

[My wife] and I reached a point in life where we seriously started thinking about how we were going to secure our lifestyle once we retired and, thankfully, some friends introduced us to Di and Arthur at Future Planners.

A detailed discussion with Di and Arthur soon focused on clarifying our priorities; individual risk profiles and how we could best arrange and manage our finances to meet these needs. This resulted in Future Planners developing a comprehensive financial analysis and plan which provided us with some sound advice and sensible options to structure and manage our affairs for the future. We subsequently worked through this plan with Future Planners and they now manage our financial affairs.

We selected Future Planners as we were impressed with their professionalism, very high level of service and ability to factor our priorities into investment strategies. They also had the knack of making sense of complex and detailed investment concepts and processes in a way that we all could readily comprehend. This was particularly important for the matriarch of our family on the complexities of estate planning.

Future Planners' approach is based on good research that enables us to invest broadly across the market yet provides a risk offset which we find important now that we have retired. We regularly review the performance of our portfolio online and with regular meetings with Future Planners.

We have no hesitation in recommending Di and Arthur to anyone whose requirements are similar to ours.

 

- Norm, Melbourne

 

I joined Di Rutherford over 10 years ago after my husband passed away. Di was referred to me by a close family friend to help me work through my financial situation.

The first thing I noticed was that Di stop and took the time to listen to what it was I needed. This included getting to know me and my family, and understand where we had been financially what we wanted to achieve. Di and her team have always taken the time to explain to me the different investment options available as my knowledge of my financial situation was originally quite limited. I now feel like I have an active involvement in my financial decisions thanks to their ongoing support.

When Di moved to Future Planners it was an easy decision to follow her. The team at Future Planners made me feel welcome and comfortable immediately. When my son Stephen and I were introduced to everyone we felt like we were a part of their extended family. We are constantly kept up to date with news and meet with them regularly. Di and the team at Future Planners are more than just my financial advisors, they are the team I trust to handle all my financial affairs.

 

- Rhonda, Melbourne