We were very interested to be involved with a financial planner that does not have trailing commissions (thank you one of the big 4 banks), that has a set ‘fee for service’ (the level of service that we can choose), and who is able to work with us on advising and guiding on the investment types we want to have.
We made an appointment to see Darren Foster, a gentleman who has proven to us he has the ability, logic, financial planning acumen and personality to turn our superannuation trajectory onto the right track. We are very confident (and excited) that we have a successful plan for retirement. The relief of knowing everything is on track is hard to describe. Planning together with Darren has enabled us to know that we will be able to have the retirement life (and choices) that we want when this time comes.
Darren and our accountant, Steve Wildes, have also supported and guided us to comprehensively organise our personal and family matters, another essential project in planning for retirement.
Having engaged Ken Burk both personally and professionally to assist me with my annual accounts, superannuation, tax returns and general financial advice I couldn't be more complimentary. Ken is very diligent and supportive working efficiently and effectively with me to achieve my outcomes. I would have no problems recommending Ken and Paris Financial and have enjoyed my experience with them.
Stan & Eva
Eva and I would like to thank Tanya Hofbauer for her care and attention in her very professional financial dealings with us.
She is quite delightful . An added bonus is her smile, wit and making us feel as we really matter. She is a credit to Paris Financial.
Long may she and Paris Financial look after our “taxing” needs. Warmest wishes and special thanks to Tanya.
Great service, great advice, great knowledge and great people - what more could you want - maybe easy access to the people giving the advice and service - at Paris Financial one phone call is all it takes to get on to Pat or one of his fantastic staff - this is invaluable to me as small business owner - thanks Paris Financial.
Fully professional staff members who from my experiences care about the individual and get the best result for their clients they can . Can’t ask for much more than that. I personally dealt with Pat Mannix who was fantastic.
A year ago, we started working with Paris Financial and were drawn to the passion and respect that Pat had for his people, their knowledge and expertise. Out of this passion, we developed the “Small Business Tax Champions” market positioning with Paris Financial. Our dealings with Paris Financial have well and truly supported this positioning.
Gaining an understanding of the passion and expertise displayed, we at Boom Marketing Consulting moved our tax, accounting, and loan requirements to Paris Financial and have been nothing but impressed. In this time, we have met and dealt with two champions, in particular in Emily and Linda. Emily has done an outstanding job in restructuring our business to maximise our tax position and Linda’s dedication to ensuring that we obtain the best loan structure and deal to support not only our personal but also investment loans has been tireless.
The Champions at Paris Financial have been a joy to work with and we look forward to continuing to work with them in the future as we partner to grow our business.
Wow what an amazing 20 years its been....from Pat Mannix teaching me how to use MYOB whilst I was rocking my son to sleep under the table at Mulgrave, to today, where I am writing this review from my home in Noosa. We could not have done it without you Pat. Thank you from the very inners of our hearts. Pat and the entire crew at Paris have consistently gone above and beyond, in their obligations to us. They have seen us through the tough times and helped us prosper and gain ground in the good times. It has been through their guidance that we have achieved the results of where we are today and I am forever grateful to all the staff at Paris. Our decades long business relationship is testament to applying the basic rules of Integrity, honesty, respect and fulfilling our respective obligations to each other as client and supplier.
Linda and the team at Paris Financial did an amazing job for my partner and I in purchasing our first home. Excellent customer service and when the going got tough, the Paris lending team got the job done. Couldn’t recommend going with anyone else other than Paris.
We have moved many times throughout life and used various people for mortgage assistance. Linda puts all others in the shade with her professional approach, friendly demeanor, product knowledge but above all it was Linda's boundless personal approach which really sets her apart. Most do the deal and you never hear from them in any meaningful way again. Linda kept in touch every step of the way and even when we took possession of our new house we were totally blown away with the house warming gift, delightful. A huge thankyou to all at Paris Financial especially Linda Hamilton. We cannot recommend you highly enough.
A solid, thorough knowledge of all market products, enabling achievement of the best possible model for us. An excellent, diligent communicator. Beyond just the operational however, Linda showed a warm, sincere interest alongside us throughout the entire journey to establishing our own home. Many thanks Linda.