CONTENT HUB

YOUR SAY REVIEWS

“I feel that communication could be improved. I do not get responses to emails that I have sent.”

“The service is good and has been maintained. I was a little surprised about the fee changes. This was not made clear when we transitioned from our previous advisor who had joined CPW and could gave been signalled better.”

“Peter has advised and supported me.”

“Continued calm, sensible, professional advice and service. I am quite happy that you don’t have to change anything.”

“Clear and relevant advice. Works with the client to understand their short, mid and long term financial goals and plans accordingly. Excellent tools that project our retirement funds and cash flow against our desired lifestyle. Provides great relief when there is no longer a salary cheque every month.”

“Overall great relationship with Peter and Sarah and the team. Maybe a little more innovation re best solution?”

“Fundamentally the issue of truly independent financial advice. All financial advisers have favoured products to promote. Thus 100% independence is elusive.”

“V pleased with the service provided & also been v caring.”

“The service is good, friendly, helpful and everyone is very approachable.”

“very responsive”

“Great communication.”

“Although the service we have received has been extremely good, there has been long delays in partner reviews.”

“Great relationship with Audit Partner and Audit Manager which means resolutions are reached quickly on difficult and complex issues. The accounts are put together in an efficient and well presented manner. The audit team generally adopt a logical and pragmatic approach. Only real negatives were that Kennedy audit was a more a drawn out process than perhaps it needed to be. Reconciling the consolidated accounts back to the Cooper Parry calcs was complex and there were some small discrepancies. As discussed with the Audit Partner I do have some concerns on the level of fees.”

“Great conference, helpful team and super service. Thank you.”

“The account were turned around quickly, and we were kept up to date with the progress of the audit”

“Easy communication, always get back to me promptly, provide advice when needed, like the Inflo system very user friendly.”