These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
Dear Damien and Team, My husband Simon had been a client of yours for roughly 4 years and I have had the pleasure of dealing with you over the last 12 months. Your advice and direction has been invaluable and since my husband’s passing the care shown has been greatly appreciated. The processes involved in settling Simon’s affairs have been efficiently handled by yourselves and the handling of claims, even those with other organisations, has been a tremendous help. Damien, your inclusion of Dale into the team is an added bonus for me as knowing that within one company all my financial requirements will be handled makes life a lot easier. Good luck with your move to new premises and look forward to the ‘wetting’ of the new office!
Dear Damien and Team, I just want to express my thanks to Jordan Financial Solutions staff, for the way they have considered all my needs in relation to my AMP Superannuation Fund. Also the organisation of my retirement benefit payments. Damien Jordan has gone above and beyond the call of duty (I feel) to make the process as painless as possible. Also I must complement the receptionist Christina who is courteous, polite and makes you feel very relaxed at all times. She is one out of the box, and a great asset to the company. Many thanks Damien and Team.