"Thank you Michelle - I feel much relieved after our meeting and very comfortable with your suggested planning."
Carol.

"We do trust that you and your staff are coping OK with all the stresses resulting from the global downturn. We trust you to do your best for us. We also trust in your competence and high ethical/professional standards."

"Michelle became my project manager who kept everyone on track, not allowing legal or accountancy issues to create unnecessary and costly hold-ups. She gave unprecedent support far beyond the usual role of a financial advisor. She was there to hold my hand with all the selling, buying and distributing of shares and property according to the terms of the Will, the dictates of law and the personal needs of a client in the middle of mourning and without a clue about the various business affairs her husband had left." Click here to read more from Teresa.

"Tell Michelle that we took her advice, spent some money to feel happier - went to Ayres rock - Uluru!"
Winston and Pat.

"Hi Michelle,

Glad you liked the pictures - shows the lifestyle you and your team have made possible, thanks.

Rog."

"Hope all is well. I have been meaning to email you to say that last year I paid off my house (thanks to you excellent financial advice!) and am now putting the extra money into superannuation as you suggested last time we met."

"Thank you for making my transition to retirement so painless and for all the well researched advice you have given to us over the years – looking forward to working with you for many future years"

"Dear Lisa,
Thank you once again for your detailed insight into the financial world last week! I found it most informative and also it has given me the “push” I needed to get organised. I guess it’s hard to find someone who is not linked to a financial institution and pushing certain products as a result. Thanks again and I look forward to the next step."

"Dear Michelle and Brett,
Just a quick note to thank you for the incredible amount of work that you both put in to make our annual review so worthwhile and smooth, with outstanding explanations and helpful advice throughout the whole procedure. We appreciate all the back room effort that goes into something like this to produce a workable plan for our short and long term future goals."
Guy and Ruth.

"Thank you for all your help and persistence / perseverance with cutting through the “red tape” with the likes of Health Super, I think you deserve a celebratory drink! Once again look forward to working with you in the years to come."

"When we first came to see you if was after a period of great hesitation and a feeling that just yet again we may be losing some hard earned money, as I had explained to you my husband and I had lost a tidy sum of money taking the advice of some very greedy financial planners...Then we met you Michelle. Now you were different. Talking to you was inspirational..."

"Thanks so much for all your help. I am so thankful we're under your knowledgeable and protective wing. I feel confident and positive about the future in large part to your guidance and suggestions"

"Dear Michelle,
Thanks a lot following up the CGT matter. We also had the same advice from our accountant. We are very happy with the advice you gave us, it helped us clarify our options and priorities"

"I want to see you - there is no way I wanted to see anyone else - you know about privatisation and the financial issues, you know about medical scientists"

"Thanks Michelle, Your input and advice has been fantastic. We have put a lot of your suggestions to good use already. I look forward to hearing about any future workshops. I know many of the Big Deal girls are interested in participating."

"Thanks for all your help...you inspire us with confidence!!"

"Just yesterday (Sunday) we had waxed lyrical about the invaluable advice and support that we had received from you and how pleased we were with your financial services."

"After our meeting yesterday Peter and I realised (yet again!) how much we rely on your experience to help us enjoy our retirement..."
Ann and Peter.

"A note to thank you, Lisa and James for your assistance in my recent dispute with my defined benefit Superannuation Fund.

The successful outcome of this dispute was achieved in no small measure due to the professional input of UFS. Your assistance in suggesting the most appropriate terminology to use, knowing how to structure appeals, and responding quickly throughout a protracted process was invaluable.

The personal and professional support provided by UFS was particularly appreciated during an extremely frustrating time."

"Thank you for the very comprehensive report in regards to my query the repercussions of not taking up a leading teacher position in 2008."

"Without you I would be lost, I’m extremely grateful of the service you provide"

"A very delayed thank you for your brilliant presentation at my meeting. The DRS I have seen since my meeting have all commented at how informative and worthwhile your talk was. I hope that you have since found it beneficial aswell. Hope you enjoy the wine, and look forward to working with you in the future if the opportunity arises. Thank you again."

"I enjoyed our meeting last Friday week. Your positive energy and enthusiasm helped me feel positive about my transition into retirement."

(In response to the ASIC/ACA Survey 2003 Damning Report of Financial Planners from one of our clients)
"Just a word of support to everyone at UFS and especially to Michelle during the latest press witch-hunt on financial advisors. I've always found you professional and helpful in my dealings and have no hesitation in recommending your services. Thanks again."

"It was good to see you again and I must say I walked away with a level of positive confidence after our meeting. We seem to be heading in the right direction and we both thank you for your assistance."

"You have been very affirming for me and have given me confidence to deal with issues"

"Thanks for your help, advice and encouragement. It's good to know one can take the system on and win."

"I'm certainly coming to realise what it is I want from life and what it is I don't want. Just even the method of getting there is helping in reassessing my attitude to my current situation."

"I am already building my 'new life' thanks to you."

"I left your office feeling confident in the decisions made and happy that we have your assistance in these matters."

"The 2 hours with you last Wednesday represent the best investment we have made in recent years."