Our favourite thing about what we do is hearing our clients’ success stories. Whether it’s creating hugely successful retirement strategies for couples originally concerned about their retirement or helping people claim extra disablement benefits, or being there for widows who need to sort out their finances after their husband’s death, we are proud of the fact that we have quite literally changed people’s lives.
Here are some of the most recent success stories and appreciative messages from our clients.
“We have been delighted with Opulen for nine years”
We have been with Opulen Financial Solutions for some nine years now, and during that time we have been extremely happy with the service we received. Steve and Jerry are knowledgeable, professional and friendly. They talk in layman’s terms to make sure we understand everything, and they always make sure they clearly understand our lifetime goals. “They are a great team.”
“Even with major life changes, our future remains protected”
From the first time we met Steve, we were impressed at how well he ensured his advice would support our goals and lifestyle. We have recently made some major changes and decisions in our life, and Steve’s support and planning ensured that our financial position and future remained protected.
“Opulen’s advice has been invaluable through some tough times”
Ever since I first met with Jerry and Steve, it’s been reassuring to see that they always have my best interests at heart, particularly while I have been going through some trying times. The advice and materials they provide at periodic reviews have helped us with our own understanding of our circumstances and the best way to move forward.
Opulen has taken the stress out of dealing with Centrelink, and they have also helped me with my estate planning needs, after my mother Florence died in November 2011. Opulen’s advice has been invaluable, and I never hesitate to recommend Steve and Jerry as financial advisors.
“A huge help organising my financial affairs”
It has been a pleasure to work Steve Pallis and the Opulen team! Steve has helped me tremendously with organising my financial affairs and developing short- and long-term strategies to meet my financial goals. He updates me regularly on the performance of my assets and recommends tweaks when they’re needed. I’ve already recommended Steve to several family members and friends, who were just as pleased as I am!
“A stress-free and enjoyable retirement”
My wife and I have been with Opulen Financial Solutions for over a year, and we are very grateful for the service we have received. Their help and advice has set us up for a stress-free and enjoyable retirement, and we no longer have to worry about not having enough money coming in to survive. We’ve told all our family and friends as well!
“Our financial situation improved straight away”
After meeting several financial advisors, we decided to go with Jerry Donato and were very happy that we did. He’s client focused, knowledgeable and approachable. His ideas and actions improved our situation right away and we feel confident and comfortable that Jerry is continuing to guide us in our financial goals.
“If anything were to happen to us, we’d have financial peace of mind”
When we went to see Jerry, he really took the time to assess our situation. He not only set us up with a financial plan to retire comfortably down the track, but he also saw that our accident/disability and life insurance wasn’t the right cover for our needs. Now we have the right cover, our minds are at ease knowing we’d be protected if anything were to happen to us.
Jerry is such a friendly and down to earth guy who is genuinely there to help his clients. We appreciate that we meet with Jerry annually to re-evaluate our situation, and we can call to discuss issues at any time.
“They understand all my questions, concerns and goals”
Steve has been managing my financial affairs for several years, and every aspect of the journey has been a pleasure. I was surprised at how personal the service is and how much Steve and the team understand my concerns and goals.
Since transferring my affairs to Opulen, I feel much more in control of my financial future and I’m clear on the direction I’m heading. I have since recommended Opulen to my wife who has also had great results, and I have no hesitation recommending them to anyone else.