Coming to see you was the best financial move we have made.
Geoff & Joanne
All of a sudden we have something to look forward to in the future. Without your advice and support we would never have had the secure feeling about our financial future that we have today.
Colin & Thelma
It was in the late 1980’s that I first met and started dealing with Frank. In 2002, after an assessment of my risk insurance cover, Frank recommended life insurance with critical illness which I proceeded to take out. Over the years, Frank and his staff have always had a hard time getting contact with me and arranging for review meetings with me. In addition, I have not always been loyal as far as investments have gone. Never the less, Frank has always been persistent and to my embarrassment, I have had to admit to some unwise decisions that I have made with my money. Regardless of this, he has always given me financial planning advice and help. He is honest upfront, sincere and professional with his advice and service. About 18 months ago I requested a meeting with Frank in which I tearfully told him how I had recently given up work and said that things weren’t going so well. During this meeting I told Frank that I wanted to cancel my insurance to save costs. At his enquiry, I informed Frank that I had stopped work to care for my elderly mother, leaving me in a position of having to reduce my expenses – and the reason for wanting to cancel my insurance. Frank explained why I needed the insurance and gave me other options to help during this period of financial difficulty. In the end, I kept the policy – unchanged – and continued to pay the premiums. Would you believe, it is now just a year since my quadruple heart bypass? The conversation with Frank about my insurance was just 6 months prior to my operation. I cannot thank Frank enough for standing firm, chasing payments and being persistent. I also take the opportunity thank the IOA Team and Frank for showing me compassion, understanding and for the exceptional help and service in making my critical illness claim. I have to admit it does not hurt to have a bit of “Frank’ness” on your side with financial affairs.
Just a short letter to thank you for keeping me on track. My financial situation is looking more secure than I had hoped for and I certainly could not have done it without your assistance. I just wish I had done it all ten years ago
I am writing to extend my gratitude to you and your team for helping me get to where I am today. I have tremendous trust in the way you have handled my finances since we first put my financial plan together and as at this moment could be happier with the way things have turned out. Although I was stubborn to change some of my previous investments I can now see the benefits of taking your advice and can see the rewards more than ever. I have recommended to several friends to visit as I can see that with your help they too could create a financial plan to help immensely their financial status in later life. I thank you and the rest of your staff for the long hours taken to get me to this stage and hope this letter expresses my gratitude to you all.
I would like to take this time to thank you for your guidance to the correct financial path. Without your coaching techniques I simply would not have been able to achieve the financial gain and understanding that I have today. I’ve been with you since 1996 and have strong investments. I am only young myself, but have not only built up my assets, I have gained knowledge as well and urge younger people like myself, to become financially intelligent with the proper guidance and advice.
I would like to take this opportunity to show you my appreciation by thanking you for your professionalism and understanding and for the guidance I needed to by shown for the correct financial path. Having no financial experience myself, I would not have achieved the financial gain that I have without your coaching techniques. I understand that if I had have maintained my lifestyle that was I was before I took your advice, I would not have built up a firm savings and investment plan which I now have. Thank you for showing me how to make my money work hard for me, because I work hard enough to make my money.
We would like to take this opportunity to thank you for the understanding and professionalism you demonstrated in response to us seeking your advice regarding our financial situation. Having no previous experience with matters of this nature, we were very satisfied with the way in which you acknowledged that and explained matters clearly in order for us to attain an appropriate understanding. The outcomes of our dealings with you have been very beneficial to us and we only regret that we did not take this step a lot sooner. We would stress to anyone contemplating financial advice that we at first thought seeking financial advice was risky. Our belief now is that it’s a risk not to. Once again, thank you Frank for assessing our situation and enabling us to choose an alternative that best suited us. We now look forward to a positive financial future, for which we are very grateful.
Graeme and Alison
Being a part of Investment Options has been a decision we will never regret.
Gregor & Louise
Finally I am organised and on my way to financial freedom.