OUR CLIENTS
At Solution F, we aim to provide a comprehensive wealth management solution for:
In today's stressful working environment, Solution F understands that the pressures involved with small business management or corporate roles, often make it difficult for professionals to take all the time necessary to focus on the appropriate strategic management of their own personal finances.
To relieve professionals from the burden of personal financial management, Solution F aims to provide an all encompassing personal wealth management solution.
CloseSelf-funded retirees are people who have undertaken appropriate efforts during their working life to accumulate wealth, which will effectively provide an income stream sufficient for them to enjoy a quality lifestyle during retirement.
Solution F believes that efforts taken to accumulate wealth for retirement should not be taken for granted, and as such, as a client approaches retirement, a complete review of the clients situation should be undertaken.
CloseSolution F clients have stated that they value our:
- Trust
- Knowledge
- Ability to keep them on track
- Personal Service
- Guidance
- Ability to keep things simple
because they can then forget about it...
client impressions
1) I thought my estate plan was adequate...
2) Through Solution F, I discovered the many benefits of Asset Class Investing...
3) There are ways to reduce the costs of insurance cover...
4) I didn't realise I could invest my money tailored to the level of risk I am comfortable with...
5) With Solution F looking after me, I can now forget about it...
CLIENT EXPERIENCES
Here are some of our success stories:
"Being a time-stretched executive, I need to know that my investments with Solution F are entrusted to a team with solid investment experience, industry accredited and with a first-class reputation for positive results."
Executive of a large Australian company
"We are writing to thank you for your guidance, advice and expertise in handling our financial affairs over the past seven years. Your investment strategies have certainly proved their worth during the recent economic downturn, with our portfolios recovering very rapidly over the past 8 months."
Rex & Jenny
Retirees
Being a time-stretched executive, I need to know that my investments with Solution F are entrusted to a team with solid investment experience, industry accredited and with a first-class reputation for positive results. Peter and the team at Solution F have helped me design and manage an investment portfolio tailored to my current and future needs. Peter has helped me design my investments for optimal tax and growth effectiveness, with the right balance of security for me. I hope to semi-retire at 50: with Peter's help I am already half-way to my goal. Every day, I have peace of mind that my investment with Solution F is working for the financial future of me and my family. Easy. Hassle-free.
Executive of a large Australian company
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We are writing to thank you for your guidance, advice and expertise in handling our financial affairs over the past seven years. Your investment strategies have certainly proved their worth during the recent economic downturn, with our portfolios recovering very rapidly over the past 8 months. We feel very confident with you handling our affairs. You always respond quickly and efficiently to any requests we make and, on your visits to our home, we feel you are genuinely interested in us and our financial affairs.
We are pleased with the progress of our finances and we look forward to continuing our association with you.
Rex & Jenny
Retirees from Canberra
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We have been clients of Solution F for over 5 years now and have nothing but praise for Peter Blematl and his wonderful team. They have gone well beyond the bounds of duty to ensure that our finances have been secure and superbly managed during this time. This was especially evident during our recent relocation to New Zealand. We would not have survived the move without them and cant thank them enough for their wonderful support and genuine interest in so many aspects of this difficult transition.
Peter is truly a financial wizard with an amazing knowledge in all areas of finance. So impressed are we by his expertise and sincerity that we have absolutely no hesitation in recommending his services to others, Even now Peter and his team are providing invaluable support to us both financially and personally. We would not be happy with anyone else handling our financial affairs.
Well done Peter, Melany, Andrew and Melissa. You are the BEST!
Sue and Maryanne
Retirees from New Zealand
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We have had the pleasure of being clients of Solution F for approximately fifteen years, when they started managing our superannuation and other investments in our portfolio. Our record keeping was pretty ordinary and we were in dire need of someone who knew what they were doing!
Solution F sorted out all of our problems out in about twelve months, and now we don't have to worry about anything as it's all done for us. We receive statements on what exactly is happening to our investments, and feel very comfortable with everything Solution F have done.
Recently it was suggested that we have our will handled by an estate planning lawyer to protect our assets and leave them distributed the way we want. We have had a couple of hiccups in our family and this is to protect the will from being changed. Solution F organised all of this for us, and made us feel very secure about the future.
We would recommend Solution F to anybody who was in need of a very good financial adviser.
Small business owners
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My husband and I would both like to thank you for all the help you have given us in sorting out, simplifying and hugely improving our portfolios.
You have always dealt with things so promptly and efficiently and explained things so clearly that I'm sure we are not aware of the amount of work that goes into arranging such a well-organised portfolio.
Doing our income tax has become enormously simplified, earning not only our gratitude but that of our tax agent as well.
You must be extremely busy but you always make us feel that our queries are important and it is a great relief to know that our investments are in such secure hands.
With thanks from us both.
Retirees from Canberra
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