Testimonials

We were looking for a financial planner to advise us in setting up a retirement plan that would help us to facilitate a more profitable outcome while we were both still working. By talking to Carl, we were able to consolidate personal and superannuation funds, make the most out of salary sacrificing and expand on our opportunities by investing cash at a higher interest rate with the knowledge that the investment was both steady returns and transparent. We chose Freshwater Financial Planning to advise us and are very happy with his friendly and dedicated approach to finding us the best possible strategies with our portfolio of funds that provide us both with peace of mind and security in our retirement.

We would highly recommend Freshwater Financial Planning for all your financial requirements, especially where commitment and dedication are guaranteed to provide the best possible outcome.

Jake has given us advice on investing an inheritance to ensure a small income and future security. He was very clear in his explanation of our options and very aware of our particular needs. We feel confident that the advice he has given will ensure future security. Jake is always happy to be contacted and listen attentively. We would have no hesitation in recommending him to family and friends.

Jake has been assisting me with my financial planning and insurances for a number of years now. He is very thorough in his approach which gives me confidence that the advice I am receiving is genuinely in my best interest. Extremely knowledgeable and a great guy to top it off. Would definitely recommend, 10/10.