TESTIMONIALSFinlife Advisers have been our partners in Financial Services since 2009. Previously we had employed in-house Financial Planners where we had tried to provide a broad range of Accounting and Financial Services under one roof. It became apparent that our clients were not receiving the same level of service that we had become known for in Accounting in the Financial Services due to lack of experience and expertise. To combat this we sought out the best Financial Services provider we could and we found Travis Mclean from Finlife Advisers.
It was a simple choice for Byrne & Miller to recommend Finlife and Travis McLean. Travis had been awarded the coveted MVP Adviser of the Year award in 2008 and had acheived 'Galaxy of Stars Top 10 Adviser" for many years running. Travis's business was located near to our own on the Gold Coast which provided a great opportunity to refer our local customers, though we have since seen Travis tirelessly travel to see many of our remote customers to their high praise.
Through the Global Financial Crisis, Finlife Advisers have been a miracle for our business and our clients. This has been the result of Finlife and Travis going the extra mile to provide the very best service and peace of mind in what has been a very difficult time. The greatest testament to our partnership has been the growth and success of our venture. This is simply because Finlife Advisers deliver the results and communicate to their clients in a way that can be understood and always with patience and respect. What began as a plan to refocus on what we do best in providing Accounting Services has grown into a great success for ourselves and our clients, by providing a great all round service.
We could not think of a better way to recommend Finlife Advisers than to put their signs on our building and introduce all our customers to them. We have had nothing but positive feedback and we are now seeing our clients referring their own friends and family to Finlife Advisers.
Luke Miller – Director, Byrne and Miller MGA Accountants
" I found Travis to be approachable, friendly & very knowledgeable about his products. I was very happy with the service I received & can say that I was guided throughout the process & would highly recommend Travis for all Fnsurance & Financial Planning requirements."
John Ramsden - Managing Director, Ramsden Lawyers “I was first recommended to Travis Mclean from a long term friend who was a client and business associate of Finlife Advisers. I thought like most people I had adequate cover with my existing policies but after a full review from Travis I was very much uninsured and this needed to be addressed ASAP. Like most people I hadn’t heard from my previous Adviser for many years and it was great timing when Travis was referred to me.
I found Travis not like any of the previous Adviser's I had had. His research and knowledge about all areas of my Financial situation was first class. No one had ever taken the time to explain Trauma cover the way Travis did, not only did I follow Travis recommendations I requested more cover.
Travis later then helped me with the entire claims process when i had to make a claim, and the day before my surgery he walked into my office with a lump sum cheque. “You never think these things will happen to you, I’m so thankful to Travis and his company Finlife Advisers.”
Phillip Cutts - Managing Director
Hi Travis, I just wanted to say – on behalf of the children we support – a very big thank you for your incredible support once again, Your fourth annual Golf Day for Bravehearts was fantastic. We are so thankful to you all for the ongoing assistance... Sarah and I had a great time on the day... The event went really well, and everyone seemed to have fun!
My close friend and client Cory has passed away suddenly, the following is in his own words. RIP my friend forever in our thoughts.
Owning my own business at 28 is stressful enough; my Adviser Travis has shown me the importance of having Personal Insurance in place to protect myself and my business. I can now rest easy knowing Travis is only a phone call away.
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