Dear Phil and Matt,
We would like to bring to your attention the outstanding support, professional advice and guidance we have received from Greg O'Connell over the past few years. From our very first meeting with Greg he has shown a level of professionalism, patience, compassion and eagerness to help not often found these days.
On every occasion that we have contacted Greg he has been polite, friendly and supportive. When attending meetings at his office he always makes us feel welcome, comfortable and at ease when discussing our financial planning. Greg's guidance has allowed us to retire a little early and still able to live comfortably and with a sound sense of security for our future.
We cannot praise him highly enough and greatly appreciate all his efforts on our behalf.
Hans and Linda Wiegele
Greg's most obvious characteristic is his honesty. When he explains sometimes complicated investment options and strategies, he does so with a refreshing honesty and openness. He knows the financial products very thoroughly and offers sound and balanced financial advice.
We found Greg an inspiration in his presentation and easy to comprehend the various strategies which gave us a confidence to go ahead with the planned strategies, easy to contact with any issues that we found hard to grasp or needed clarifying just all in all very positive outcomes and would have no hesitation in recommending Greg to family or friends for his advice.
Have found Greg to be very knowledgeable and acts quickly upon request and queries, Have had to follow up a few things with him and these have been resolved satisfactorily.
I am very pleased with Phil Alvaro and his team for helping my husband and myself find the right Life insurance. They were professional and determined to look after our interests, continuing to question and pursue the removal of exclusions that weren’t justified. I would definitely recommend their services
We find working with our Byfields team, be it our accountant or financial planners, an open, relaxed and extremely positive experience.
Their understanding of our needs and advice given in relation to providing for our financial security in retirement has given us the confidence to expand our investment portfolio whilst still letting us sleep easy at night.
We wholeheartedly recommend their services to anyone who aspires to expand on their wealth & knowledge.
John and Judi summers
You are wonderful. Thank you so much.
How are you? Sorry for not contacting earlier. I have been away and busy clearing a few things. I just want say a BIG THANK YOU for helping me out with the banking. We wish you all the best for the coming Christmas and a happy new year.
Louis Teng and Family
Just received your email about having a win and receiving payment from the insurance company.
Just wanted to personally and sincerely thank you for all your efforts at pursuing this payment. We know how much badgering & time this would’ve taken and we greatly appreciate everything you have done.
You are indeed a great adviser to have on board.
With thanks (and a kiss from Phil!)
Robyn & Phil Jones
We would like to extend our appreciation to Byfields for:
The manner in which Phil is helping us professionally manage our finances.
We have reduced our debt significantly since he started working with us.
We now have a clear vision of our future financial plans.
We will be pleased to recommend Phil as a financial planner to our immediate family and friends.
See you at the next meeting.
Douglas and Sipelile Chakaingesu
We thank you for all of the advice and service that you have given us over the years.
We really appreciate your efforts and would be happy to engage your services again if the need arises.
Alex and Karen Wilson
Thank you for your professional advice. It is most definitely worthwhile saving that amount in tax! We will proceed in accordance with your advice. This is why I recommend Byfields service when discussing these issues with my clients and friends.
Was looking through my tax & came across my income protection payment.
Was hoping you might be able to review this for me as I am on maternity leave for perhaps 6 months & prior to that l have only been working about 17 hours a week. If I go back to work it would only be for that or less hours. Not sure that l need that level of cover & saving money at this point in time would be great.
Thank you for your great service with Dave's income protection & l hope you are well. Dave is all good now.
Hi Phil & Steve,
As you are probably aware our settlement for the purchase of the building went through on Monday afternoon.
Sue and I would like to thank you both, firstly Phil for the work you did in setting up our SMSF and secondly Steve for putting together our finance application and liaising with Westpac to get our finance approval through.
We appreciate the excellent service we have received from the both of you and look forward to working with you both in the future.
Thanks & Regards
David & Sue