Testimonials

My wife Laysee and I have been working with Nigel Janson of Financial Masterplan as our personal financial advisor since August 2012.

We remain very happy with the service that Nigel, and his well-led team from Financial Masterplan provide to us both.

Our situation has also changed a lot over this period, mainly when we moved to live and work in Japan from April 2014, remaining here in a role in Tokyo.

At the time of the move, Nigel and his team provided a comprehensive analysis of the likely local tax and investment implications of becoming Japan residents, and this has been helpful for the nearly six years we have been here.

All through this period since 2012, apart from email and phone advice for any major local regulatory changes, we have also had regular and productive face to face review meetings in Sydney with Nigel, utilising his natural analytical and advisory skills, to map out the best path of action for our Superannuation and other personal investments.

The regular Financial MasterPlan newsletter is a timely reminder of the benefits of the wider strategies available, but in addition to this Nigel has ensured that we are very clearly and regularly updated in our investment Strategy and Risk Profile, which has been successfully tweaked as time and situation alters.

At all times, Nigel’s integrity and balanced advice has been fully trusted by us both. Nigel has a good relaxed style, mixed with the professional approach that he takes on all tasks for us.

We look forward to many more years of successful investment planning with both Nigel Janson and Financial Masterplan, and would recommend them highly in all key aspects of providing professional and unbiased advice.

It gives us pleasure to provide this testimonial for Nigel Janson who has been our Financial Advisor since 2012. Since that time – over more than 7 years – we have:

upgraded our housing to a more suitable residence;
successfully transitioned out of full-time paid employment;
navigated many changes to taxation, superannuation and pension arrangements; and
gained a better understanding of how everything to do with our finances works.

Nigel is sensitive to our wishes and we have been comfortable in regard to the risk and return from our investment portfolios. Our regular meetings with him have kept us up-to-date with what we need to know, and we find that our affairs are easy for us to manage. Nigel has always ensured that we do not have to worry about any money-related issues and for this we are extremely grateful.

We have been working with Nigel Janson since 2005. Nigel was recommended to us by our accountant & together they have worked closely to guide us to achieve our financial short and long term goals with our small business as well as personal finances. We have since sold our business and in retirement Nigel is still guiding us. We have listened to his advice, trusted his decisions and he has helped us achieve our comfortable retirement.

Initially Nigel listened to our requirements and our long-term goals and he provided us with a Statement of Advice, a comprehensive plan of action written in layman terms and the applicable fees. Since then we have met twice a year to review our finances and we get regular newsletters giving us a “world view” of finance and how it affects us. Emails or phone calls are always attended to promptly.

He has always been an approachable and professional financial advisor. We feel secure in our retirement as a result of working with Nigel and we highly recommend his services.

Nigel Janson of Financial MasterPlan has been my financial advisor since 2008. During that time he has acted with integrity and in a transparent manner. The Pension and Super Fund that he has recommended has performed as well as, or better than the market average. I have no hesitation in recommending Financial MasterPlan to anyone seeking investment advice.

I have known Nigel Janson, over a good period (of over 18 years ) in his capacity as my Financial Advisor.

He has been very diligent and professional and honest, with my financial portfolio, and I can 100% recommend Nigel to any potential clients.

Apart for his incredible financial knowledge, he is a true Professional and is always open to any suggestion, or questions one may have, and in return, will give the best possible advice for your tailored financial requirements.

Nigel, brings out a quarterly news letter, which I personaly enjoy reading getting my great information of whats happening to my account, but more importantly, where the world financial markets are heading, as in the confusing world, Nigel simply puts all of the technical and often confusing world financial climate, into a very clear and easy to understand news letter.

I can fully recommend Nigel to any future clients.

Nigel Janson has been looking after my superannuation interests for over 10 years. During this time I have found Nigel to be prompt with any request I have made and he has provided informative newsletters as to variations in the market which may affect superannuations in general. Although I would classify my superannuation as modest I feel I have always been treated in the same manner as any other superannuation investor.

Excellent service from start to finish. Professional, responsive, and delivered high-quality work on time. I would not hesitate to recommend their services to my network and look forward to working with them again.

Candy was diligent, efficient and professional.

Candy was extremely knowledgeable. As a long term client she reached out to me to review my current superannuation plan. It was outdated, she reviewed and communicated and updated me to a more effective fund. She was so good my husband is now using her services to update his fund and insurance policies. We highly recommend her.

Candy provided clear, detailed and thorough financial advice that was easy to understand. She consistently followed up when needed until items were closed and promptly took action on matters. Her efficiency and dedication were greatly appreciated.

Candy is very easy to talk and she has explained things to me in a clear way. Through Candy's knowledge and experience, I feel very confident that any advice given was right for my needs. Candy is very patient and caring with my circumstance, I will highly recommend her with anyone looking for professional financial planning advice.

I’m very grateful to have Candy as my life insurance broker. Her service has been nothing short of outstanding. She is exceptionally professional, highly efficient in communication, and always makes sure every step of the process is clearly explained and easy to understand.

Candy’s ability to simplify complex information and tailor her advice to my specific needs made the entire experience smooth and stress-free. I truly felt that she had my best interests at heart and took the time to ensure I was comfortable with every decision.

I would highly recommend Candy to anyone looking for a knowledgeable, responsive, and trustworthy insurance adviser. Thank you, Candy, for your excellent support and service!