Peter

My wife and I were keen to find reliable financial services and personal investment advice. In particular, we were looking for someone we could trust. That was really of paramount importance to us.

We saw an advertisement in the paper for a free seminar that was being held by Forty Seven and decided to go along. We had been to some other seminars, but this one stood out. The presentation was clear, concise and easily understood. We were impressed and decided to go the next step and had a private consultation with Lindsay. We felt comfortable with them right from the start.

Forty Seven manages our super fund and some other investments we have. Since we joined up with Forty Seven the market has been through some very challenging periods. Everything was easy for the first year or so, but the last two years have been very difficult and it has brought us both great peace of mind knowing our money is as safe as it can be and that we are with a company we trust completely.

We meet with Forty Seven on an as-needs basis. They spend as much time as we need with them, explaining the intricacies of the ‘super’ world and keep us up to date on the broader economy. The main benefit for us has been the way they appreciate our needs and advise accordingly. They don’t try to sell us plans and programs we don’t need or want. They show integrity and respect and are always sincere. Nothing is too much trouble.

We have been with Forty Seven for four years now and we remain as impressed with them now as we were then. I would happily recommend them.

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  " Forty Seven offer us good advice which is backed up by knowledge and expertise."
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  " The main benefit for us has been the way they appreciate our needs and advise accordingly."
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