Financial planning is about building strong professional relationships with our clients and providing trusted advice that adds consistent annual returns and value to their long-term investments.
We don’t just solve financial problems; we take a hands-on approach to resolve and ensure they deliver outcomes that far exceed what our clients expect.
Here are some kind words some of our clients have to say about us.
Frank Tsirigotis has been looking after our superannuation and insurance over 6 years now and we couldn’t be happier.
Frank has been a great advisor and source of information when looking to update our policies for both personal and business. Many years ago, Frank set up an ongoing income protection policy for Shaun and we are so grateful that we took his advise as he recently needed make a claim. The claim process was handled brilliantly by Frank and we are now receiving payments. It has been invaluable to have someone with knowledge of the industry by our side to support us when we are dealing with the stresses of injury while trying to run a business. On top of this we have found Frank to be extremely supportive and caring on a personal level even going the extra mile and calling us outside of business hours while the claim was being processed. We would be happy to recommend Frank’s services to anyone in need of insurance or financial support.
…T & S Dangerfield
I have known Mr. Tsirigotis for more than three decades. He has provided financial advisory and income planning services to me and my family over this time. Mr. Tsirigotis has delivered his services honestly and, most importantly, in a practical and understandable manner. His experience in managing and guiding my financial affairs during the changing course of my career has been most helpful, especially in relation to planning for post-working life and knowing what my rights and obligations are for my self-managed superannuation fund and tax-related circumstances. I am most comfortable in recommending Mr. Tsirigotis to anyone seeking financial planning advice.
…Lyndon Hsu – HSBC Managing Director, Head of Leveraged & Acquisition Finance Asia Pacific
Frank Tsirigotis has been my financial advisor since shortly after I returned to Australia to retire in 2000. Prior to that I had worked for Mobil Oil Corporation in the International Division for many years. He has guided my financial and investment strategy over this period of time to my complete satisfaction. Frank is honest, reliable and straight forward, always putting my interests first and I greatly value our relationship.
Frank has been my financial confidant for 25 years. Now retired, I can reflect on the sound financial wisdom and more recently his guidance with my personal welfare. The advice provided by Frank Tsirigotis has always passed the “sleep test”.
…Graham Lester – former Executive Officer Plumbing Industry Board
I have known Frank Tsirigotis for approximately 15 years and he has been my financial planner for most of that time. Frank is a family man of the highest integrity and ethics in business and in life. Frank puts his client’s interests first and I trust him to provide honest financial advice to my family and my client’s. For my business, Frank has become the go to person to resolve many complex financial planning issues for clients. In particular, I have seen the keen insight Frank has shown into complex financial planning laws and regulations around transitioning into retirement. I have no hesitation in referring clients to Frank.
…Rhys Roberts, Managing Partner, Roberts Gray Lawyers
Frank has been my financial planner for about 10 years. I have found Frank to be knowledgeable, insightful, honest and trustworthy and I have no hesitation in recommending him. Frank put my superannuation into a managed fund that had been performing well. Late last year, the firm where I work negotiated a special deal with that same fund to offer all employees discounted fees. I refused to move my business from Frank. When I discussed it with Frank, he put my financial interests before that of his business and said “if I can’t negotiate a better deal for your superannuation, put it through your employer”. That didn’t’ need to happen, but it does show the strength of character that Frank has and I have no hesitation in supporting him and his business.
…Monica Tam, Commercial Architect