FINANCIALONE
Something magical happens when you write down your goals.
It changes the way you see your situation.
Something magical happens when you write down your goals.
It changes the way you see your situation.
It is with great pleasure that I provide this testimonial for Alison Greenwood of Financial One.
Alison has been overseeing the Boon Family’s investments including superannuation for a number of years. During that time her advice has always been sound, profitable and beneficial. By continual communication, monitoring movements, business and personal situations, Alison has provided us with the utmost confidence and the ability to make informed decisions to secure our present and future. Her personable nature, caring attitude and professional qualifications have never given us any reason to question or doubt. I would recommend Alison Greenwood and her Company Financial One to any prospective client which I have done on occasion.
Yours sincerely
David Boon
ICC Match Referee Hobart Tas
We have been clients of Alison Greenwood since September 2004. We have always been very impressed with her sound advice, professionalism and passion for her chosen career as a Financial Adviser. We think very highly of Alison and have no hesitation in recommending her services.
Yours sincerely
Ray and Sandra Moroney
Retired (previous owners of the Brooker Inn)
Alison Greenwood has been my friend for 10 years, in 2009 after my personal life took a serious change in direction; I turned to her for advice on financial planning.
Alison immediately took control, she has a great understanding of my needs and together we have set a system in place which allows me to approach upcoming retirement with confidence.
As our professional relationship grows, I feel secure in the knowledge that Alison and her team are taking care of my affairs and monitoring them closely ensuring effective planning for my future.
Terri Goodman
Sales, Melbourne Vic
Alison Greenwood of Financial One has been our Financial Adviser for the past 2 years. During that time Alison has provided us with sound financial advice and management which in turn has seen our superannuation fund grow during these challenging times.
Alison, along with her accommodating team are only an email or phone call away to assist with any queries or concern. With Steve having recently retired, after consultation with Alison, we have the confidence that our current lifestyle will be achievable moving into the next phase of our lives, due to Alison’s expertise with our current finances.
We have recommended Alison to several of our friends who are in similar situations as we believe they could benefit from her knowledge and insight.
Regards Two Very Happy Clients
Steve and Susan How
Retired (ex Telstra) and Insurance, Launceston
Alison Greenwood and her team offered me professionalism, compassion, wise counsel and thoroughly excellent decision making processes, when I needed it, when I was dealing with the labyrinth of financial options and determining how I should proceed and plan for the future.
I was most impressed with the calm, organised and proficient manner and how everything was achieved that we had agreed upon, at all times, being totally consultative and providing me with choices and possibilities.
I am indeed indebted to such a great team and can now plan my next steps in my life journey.
Thank you Alison and your team
Kaye Veal
‘These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.’
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