Integral Financial Planning

4.8
based on 20 reviews

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20 reviews about Integral Financial Planning

verified email - 02 Mar 2013

We've known and used Justin for 12 years now, "on the ball, friendly yet profesional" always good advice from a person who allows you to feel comfortable discussing your business.

Ian,
Thanks for reviewing our service, we are happy to hear that you do feel comfortable in discussing your business with us.

verified email - 15 Feb 2013

During my years 20 years as an expatriate, I have met many Financial Advisors and been scarred by the experiences. Justin is the first one in whom I have complete trust. He is very knowledgeable and his advice is given in a personable and comprehensive manner. Thank you Justin.

Brian,
Thank you for taking the time to complete a review on our offering and glad to hear that you have complete trust in our advice.

verified email - 12 Feb 2013

Justin took time out to really get to know our financial requirements. He then gave us several options on how best to manage our future. We did our own research as well and after looking at all the options went with Justin's recommendations. We were and continue to be extremely happy with the service Justin provides us and our family.

Shane,
Thank you for the review and your kind words.

verified email - 06 Feb 2013

We had all our super funds rolled together and made to work for us..Both of us had 4 or 5 funds so the Integral teams job wasn't easy...They also took care of the working out of our insurances and wills..Awesome job

Byron40 06 Feb 2013

would love to check this one out.

It has been great to see it all come together hopefully this has resolved some of the issues with having multiple super funds and give you some peace of mind knowing that your personal insurance and Wills are appropriate to take care of your loved ones. Thank you for your kind words and we look forward to working with you and your family for many years to come.

verified email - 12 May 2012

We had our superannuations merged to reduce fees and to finance our life and income insurance from these funds to free up our cash flow on a monthly basis. I would not hesitate to recommend Justin to friends and family from our experience. Justin was very professional and genuine with his advice and hopefully our future finance needs will be well looked after with his ongoing advice.

Approximate cost: $1000

Thank you Debbie for your kind words. I look forward to working with you and your family over many years to come.

verified email - 07 Apr 2012

During all of our dealings with Justin Mitchell we have found him to have a warm, friendly nature, self motivated and showed remarkable foresight. Justin has been extremely thorough and well organised with his assessment of our personal circumstances, which he has delt with the highest levels of tact and discretion. He has proved to be a thorough professional who maintains the highest technical and ethical standards. Justin has provided us with a very specific and detailed advice on the best options available to us. Justin's genuine concern for out family has been a breathe of fresh air and has set himself apart from his peers.

Thank you Jess for your kind words. I'm so pleased to hear you had such a wonderful experience, this is ultimately what we thrive on and endeavour to achieve with all our clients.

verified email - 05 Apr 2012

I have been dealing with Justin for a number of years for my financial planning needs. Over this time Justin has saved me a consideral amount in tax. I have found him to be professional to deal with an an honest trustworthy Financial Planner. I would highly recommend Justin's services.

verified email - 31 Mar 2012

In the world of financial advice, trust is everything. Having had a bad experience with another firm, we were introduced to Justin through our accountant. Our experience is that Justin models honesty, trustwothiness, transperancy and integrity. We would and do recommend him to family and friends.

Thank you for your kind words and support!

verified email - 28 Mar 2012

We met with Justin to review our financial affairs and seek some some investment recommendations, We were impressed with Justin's knowledge and his professionalism. Justin prepared a financial plan based on a fee for service arrangement and highlighted other areas in the plan that we had not previously considered such as personal insurance and the importance of updating our wills and powers of Attorney. The plan detailed ways we can invest tax effectively, recommendations on consolidation of multiple super accounts, comprehensive recommendations on personal insurance and we addressed estate planning issues. We found Justin a real pleasure to deal with. Thanks Justin

Thank you for your kind words, it's great to get such wonderfull feedback!

verified email - 16 Jan 2012

I cannot recommend this service highly enough. What superb professionalism, and compassion in times when needed. During the recent passing of my father, the owner of this business provided advice and help above and beyond measure at a time when most needed, in a most compassionate and understanding way. The best advice at its most needed time, in the most sensitive of delivery ... If you need a financial planner ... do yourself a favour, and visit this company!

Thanks Nadeyn for your kind words, I'm pleased that I've been able to assist you and your family during this stressfull and grieving period. You know I'm only a phone call away and happy to help out where and when possible!

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