CLIENT JOURNEYS ARE IMPORTANT TO US

We value your feedback and share your stories

Federation Financial Services works closely with clients, celebrates successes and helps out in times of need. Here are some of the stories.

05/CASE STUDIES & TESTIMONIALS

CASE

STUDIES

The team at Federation Financial helps people in all stages of life. Whether you’re young and wanting to plan ahead, or approaching retirement without a firm plan, we are here to advise. Read some examples of relationships we have formed with our clients so you can understand how we operate.

JOHN

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PATRICK & PAULINE

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FRANK & LIZ

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KATHERINE & TOM

/40

MATTHEW

/40

BEN & HELEN

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TESTIMONIALS

FROM CLIENTS

We value the feedback we receive from our clients. Many have taken the leap towards rethinking their financial situation and we have been able to help them work towards financial security.

“I have been working with Michael, on recommendation from my accountant, for over 10 years. He is now trusted by three generations of my family. He is old enough to know what needs to be known for my mother and I, and young enough to have a strong relationship with my adult sons.

I have never felt the need to second guess Michael and I am very impressed with the way he acts equally as my protector, and my sons’ guide, with regard to my financial health and their inheritance. He cares about the way I live now and he cares about the future for me, and my children.”

Lorna, mother of two, client for over 10 years.

“I wanted someone young and vibrant with fresh ideas and a decade on, I’m very grateful that I have Michael.

I like Michael because he’s a gentle and thoughtful young man who has proven over and over again to be as smart as a whippet. He is in step with all the latest trends and has his eye on the ball. Put simply, I trust Michael.

What has also impressed me enormously about Michael is that he backs himself by charging a transparent up front fee. He does not take any kick-backs or commissions. Since my retirement my financial life has been easier to manage and Michael has reflected this by decreasing his fees. I would recommend Michael to anyone who wants good reliable advice.”

Bob, client for over 10 years

“Michael is easy to talk to and explains everything in plain English. They have always taken a genuine interest in our lives, both personal and professional. So over the years they have developed a very clear picture of where we’ve come from, our lifestyle requirements now, and where we’d like to be in the future.

Michael’s approach is very measured, and if we didn’t know better, we could easily think that we were Michael’s only client such is the attention and level of service he gives us.”

Tom & Lyn, clients for over 10 years.

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TOUCH

EMAILS

info@federationfinancial.com.au

PHONE

02 6299 6529

ADDRESS

100 Wakefield Gardens
Ainslie ACT 2602

This website is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.

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