Graham and Helena

We have been clients of Forty Seven for a number of years now. We were looking for some advice on financial investment and had attended a few seminars from different companies. Forty Seven’s seminar was really good – it was the first one we attended where we understood everything very clearly. John and Lindsay go to great lengths to make sure their audience understands them, and it’s obvious they know what they’re talking about.

Even now, more than five years down the track, we feel comfortable asking questions, and never feel stupid.  There’s been a lot of upheaval in the market over the last couple of years. It’s been a great relief to us to be with a company we trust completely during this time. It is an added bonus to know we can always get an answer if we have a question – that’s important when you want to make sure you’re making the right decisions with your money.

Forty Seven looks after our superannuation for us. With the difficult economic conditions the country has faced over the last couple of years, and the low interest rates, competent management of our super with someone we trust has been even more important.

The other thing we really like is that they don’t try and sell us products we don’t want. Theirs is a highly personalised service and they focus on giving us what we need. They aren’t always trying to get us to spend more money, which some other companies do. Of course, if we ask or need other help, they are happy to provide it, but they don’t push us into it. They really are very professional, trustworthy and capable.

The greatest advantage for us is that we have total peace of mind. Someone we trust is looking after our money and we don’t have to worry about it everyday.

We would, and have, recommended them to anyone who is serious about their superannuation.  In particular, we recommend going to a seminar – they are free, easy to understand and a great introduction to a highly professional and personal company.

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