Client Testimonials

Anna and Daniel Murdock

We came to see Andrew and Penny at a difficult time in our lives with a view to retiring sooner than anticipated.

They were both very professional and gave us honest and sensible advice showing us how our retirement could be achieved within 6 months.

We can't thank them and their team enough for helping to change our lives and we look forward to continuing to work with them in the future in managing our financial affairs Anna and Daniel Murdock.

Melonie Stuart and Keith Robinson

We have known Andrew Moody and all the staff at IFP since we were introduced to them by a friend in 2015.

We were impressed by our first interview and since that time Andrew Moody and his team have advised and led us in all of our financial planning decision making.

Andrew and his team display a trusting, professional and knowledgeable demeanour in all of our dealings, this enables us to have a reciprocal behaviour towards Andrew; often with a shared humour regarding financial situations and stories we have found ourselves in.

Navigating the financial landscape, despite all that we have read and researched was a mystifying and worrisome effort for us, that is until we were introduced to Andrew. Andrew and his team have enabled us to purchase the house we live in, have detailed wills and letters of wishes, travel overseas and enjoy a comfortable retirement. A retirement we could not have entered into without Andrew’s sage advice. Most of all Andrew and IFP have given us piece of mind.

Jim and Di Thompson

Many years ago, a family friend who was also a client, referred us to IFP to have a chat. Kevin said to me:

“Some people come in here with $20 and expect to become millionaires overnight. Well, that’s not going to happen… Jim and Di, you appear to be fairly conservative and are the sort of clients that we can help”

They are a great company and a great family. They talk to us in layman’s terms, they don’t use big words and things are done without any hassle. Even if we have a letter of concern that relates to other family members, Andrew will say,

“Just bring it in and I’ll have a look at it for you".

it’s not just financial affairs, it’s family affairs as well.

We always make a point of chatting to Carol and other staff members in the office who are always very helpful and friendly.

We have advised several people to use IFP, including our son and daughter and their families and we are more than happy with their service and advice.

We highly recommend IFP.