Client Testimonials

Client Testimonials

We go to extraordinary lengths for our clients. Read some of our success stories.

Trustworthy

"I have known Kevin Moody since 1968. In 1973 I lost my sight due to a genetic disease and with Kevin's assistance I was able to obtain insurance compensation. Since that time Kevin and his staff have managed my financial affairs with great professionalism enabling my wife and I to retire comfortably in 2004. He and his staff provide an excellent service and are not only our advisers but reliable, trustworthy friends."

-Ron

Impressive

"My wife, Anne, and I have been dealing with Kevin, Craig and Andrew Moody and their team of professionals at Investment and Financial Planning for many years.

IFP’s planning and attention to detail has been second to none and is allowing Anne and I to live comfortably in our retirement years. Their advice to take out critical illness insurance proved a masterstroke when Anne suffered a life-threatening illness some years ago. We have also had our wills revised in a thorough and comprehensive process which gives us peace of mind for the future.

I have been very impressed, but not surprised, by the knowledgeable, personal and friendly approach to our business from Kevin, Craig and Andrew and their support team. Regular personal contact about our financial position, particularly during testing times in local and world-wide financial markets, has been an appreciated feature of their service.

I have recommended their service to many other people on the verge of retirement or in need of sound financial advice and I am pleased to say they have taken that advice and are similarly happy with the service provided by IFP. When we go to functions organised by IFP we see many familiar (as well as new) faces which proves they must be doing something right."

-David, former Chief of Staff The West Australian & General Manager, Regional Publications WA Newspapers

Knowledgeable

My husband & I met with Andrew in 2008 to sort out our finances. As a result, Andrew recommended we should have Life, Total and Permanent Disablement and Critical Illness insurance cover. We went ahead with this which gave us peace of mind and thought nothing more of it.

In 2011, neither my husband nor I were prepared for the emotional and financial shock that came when I was diagnosed with breast cancer soon after the birth of our second child. I was only 35 and Paul was 37 and running his own business. At this extremely difficult time, the critical illness insurance cover that Andrew had recommended paid a lump sum which allowed us to pay off the mortgage and cover medical costs. This immediately took the financial burden away from our family and allowed me to be able to focus on getting my health back on track.

Thank goodness the treatment I underwent worked and I fully recovered, allowing life to get back to normal.

My family and I cannot begin to express our thanks to Andrew who explained the importance of insurance during our first meeting, when he explained insurance was not a ‘nice to have’ it was ‘essential to have’.

-Alison & Paul

Professional

"IFP was recommended to me by one of their satisfied clients and after the untimely death of my husband they took the burden of my financial dilemmas from my shoulders. I put my financial affairs in their hands and follow their professional and succinct advice in a sensible and workable way. Their experience showed, and most importantly, they made me feel safe. I recommend them to anyone searching for help and advice in all financial affairs."

-Margaret

Diligent

"What happened to the last seven years?

We got older but so far we seem to have maintained our mental faculties because we would make the same financial decision today that we did back then. Thanks largely to Craig's diligence and extremely caring nature, not only have we been able to weather the effects of the Global Financial Crisis but have been enjoying our retirement hugely.

We have had a very full retirment - travelling interstate and overseas, working on various projects in our home, entertaining visitors from various parts of the World, doing some volunteering and generally enjoying life!

We have never for a second, doubted the decision we made back in 2007.

Craig and the knowledge team at IFP has proved time and again that it was a very good one and can take much of the credit for creating the environment that allows us to have such an enjoyable lifestyle."

-Kaye & George

Committed

"I have always been impressed by Peter’s willingness to visit me at my home after working hours, which as a busy professional makes my life a lot easier.

I can’t speak highly enough of Peter’s professionalism and commitment to his clients, and it has been a pleasure working with him."

-Dr Murray

Honest

"We have found the team at IFP to be a breath of fresh air compared to other financial advisors we had seen. Their honesty and no nonsense approach gave us the confidence to follow an agreed financial plan, and allowed me to retire at the age of 60 as I had always wanted to."

-Tony & Joyce

Efficient

"Penny’s professional approach and wide knowledge allowed me to gain a clear grasp of the legal and financial issues involved and I was able to make decisions which will minimise the taxation on my estate. I was also impressed with the speed at which the paperwork was completed, especially considering that it was so near to the Christmas holidays. I would have no hesitation in recommending Penny’s services to others in a similar situation to myself."

-Jan

Enthusiastic

"We have been impressed with IFP's prompt response and enthusiastic assistance to our queries. The highly skilled team at IFP helped us explore and look beyond our understanding of the tricky world of Financial Planning."

-Chris & Bee Lay