These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

Roger’s story

After speaking with a number of financial planners from various organisations, we made a decision to work with Andrew Heaven and WealthPartners.  The primary reason for this was his ability and willingness to provide financial advice that took into consideration important tax concerns, which many of the other planners we had spoken to did not […]

Wendy’s story

I first met Chris Lau and Bill Rainger in November 2013, not long after I had been diagnosed with breast cancer. Being a single mum I was very concerned.  Not only was I very worried about my health, but also about my financial situation and how I would be able to pay for any of […]

Margaret’s story

‘I now have the investment property I have always wanted. Chris has been great to deal with.  He made it all happen. I have been a client of Wealth Partners for I’d say around 15 or 16 years and have recently been dealing with Guy Buchanan. Sadly my mother passed away earlier this year and […]

Jane’s story

David (Rodgers) has been supplying financial advice on superannuation and investments to my husband and I for a number of years. We couldn’t be happier with his service and the outcomes, and find him very responsive and highly ethical in all his dealings -attributes which can be quite hard to come by in this industry! […]

I couldn’t have had a better financial adviser..

I would like to say that I have been very happy with the service I have received and the professionalism that I have encountered when dealing with David Rodgers over the years. Thank you David. I couldn’t have had a better financial adviser. You have always been happy, thoughtful, and a great mentor. Warren F […]

Rod and Laurel’s story

We have nothing but praise for the service we have been shown. Like everyone else we had to endure the worry of the global financial crisis but during that time David Rodgers was very positive and this was a great comfort to us. We have found David very approachable and helpful and he has a […]

I have referred two friends to David already..

David Rodgers has been my financial adviser for 5 years.  During this time I have been most impressed by his foresight, attention to details and regular consultation with me on matters affecting the management of my superannuation and other investments. His suggestions concerning placement of funds are always considered and relevant background research is preferred […]

Phil’s story

From the first meeting David gave me clear and easily understood guidance and information on the actions needed to consolidate my cash, investments and super assets to establish a retirement income plan. David has achieved this efficiently and swiftly with the minimum of effort on my part. I thank David for giving me peace of […]

Peter and Elsie’s story

From our first meeting with David we have been very satisfied with his management of our affairs. He is always available, responds quickly to our questions or concerns. He communicates sometimes complex financial data in easy to understand terms. David  regulalry updates on matters affecting our portfolio, and we receive timely reviews. We trust his advice […]

Testimonial from Dale Barratt – Tasmanian Perpetual Trustees

Hi Andrew,I just wanted to send you a quick note regarding the November edition of the FPA Financial Planning Magazine, which I have just read.  It was refreshing to read your comments regarding “Is yield the new asset bubble?”, on pages 26-32.Your comments – on what is essentially an immediate/short-term financial markets’ matter – were, […]