Testimonials

We value our clients and our inaugural client survey has shown us that the feeling is mutual.

Here are some of their comments.

“What do you value most when seeking advice from your financial adviser?”

  • “real advice and realistic outcomes” (Jonathon Croome) - client Ben Gardam
  • “the sense that our adviser has carried out a considered review of our portfolio and made appropriate recommendations” (Jonathon Croome) - client Allan Patman
  • “relaxed & honest advice.  Good personal one on one” (Nathan Menegon) - client John Poynter
  • “honesty and foresight” - client Rita Knox
  • “having confidence in him and knowing my investment is safe”

“What is the main reason you do business/seek advice from SMF Wealth Management?”

  • “excellent ongoing relationship.  Keeps me informed without me feeling like I need to do anything myself” (Jonathon Croome) - client Anne Godman
  • "very happy with the management of my financials" (Jonathon Croome) - client Helen Turnbull
  • “appreciate personal touch & how things have been handled” (Nathan Menegon) - client Morris Bloom
  • “to stay in control of my super!” (Nathan Menegon) - client John Poynter
  • “I cannot recall having had better advice from any previous advisers. Trust is uppermost” - client Rita Knox
  • “to provide us with any finance matters and investment” - client Helen Maunder

Testimonials for Financial Adviser - Tiffany Hardwick

  • “I first met Tiff around 8 years ago when I was referred to her to assist me through the quagmire of my parents' financial affairs. Father had been diagnosed with Alzheimers and Mother had only ever received 'housekeeping money'. Tiff was always caring and professional throughout their final years. I have personally engaged Tiff to advise me on my own complex financial situation. She is always readily available for any information, reassurance, assistance, advice, a heartfelt chat and a laugh. I consider Tiff a friend and confidante.” Client - Wilhelmina Paans - 08/09/2022
  • “Tiffany has changed my life! Her honesty, integrity and genuine care for me and my Financial Goals is so valued and always goes the extra mile and keeps me updated.” Client - Ruth Cresswell - 06/09/2022