5 /5 deirdre frappell: I have nothing but praise and high regard for the work Dale has done for me.
He was recommended to me following the death of my husband a small while ago; basically to help me through the death benefit superannuation process but also to clarify a plan for my financial stability as I reluctantly fly solo into the future.
Our financial position was fine as we started our retirement phase but the veil of uncertainty and fatigue from my new and unwanted personal situation was relieved fully by Dale’s kind, understanding, sympathetic nature; his sense of humour, his clear, factual, progressive, logical approach. His decent financial understanding was merely a base for the overlay of patience, competency and attention he gave the ensuing process. A process that was intuitively straight forward but with bureaucracy in full swing, required up-to-date knowledge, someone who would keep the inaneness at bay, and who would keep a cumbersome ball rolling - to my benefit. Dale navigated all the necessary steps of amalgamating and combining our superannuation funds in a most non flustered way and kept all dealings and progressions in great clarity for me.
And with such speed and efficiency to boot.
Dale has gone above and beyond in my expectations financially, and I truely feel he has my back. I feel we have completed this first phase as new friends. We will enter phase two of my solo life and its financial planning with confidence and that Dale works for the benefit of his clients.