What our clients have to say…

“I got in touch with MFAS after moving permanently to NZ from the UK.  Sue and Lynda helped me understand my financial position and listened carefully to my plans and aspirations.  They have placed comprehensive financial and protection arrangements including pension planning, a new mortgage, as well as income protection, trauma cover and health insurance.  I am happy to highly recommend their highly responsive, professional, efficient and personalised service”. 

“We recently bought our first house with Hamish McPhail acting as our mortgage broker. We also arranged for income protection and life insurance with the help of Lynda Taylor. We were incredibly pleased with the outcome of both arrangements. Hamish and Lynda clearly explained the process and helped make the complexities easy to understand. They were in very frequent contact with us throughout, which made it far less stressful. The overall sense we got was that MFAS had our interests at heart and were happy to go the extra mile to give us the best start in our new home and financial products. We couldn’t recommend them any more highly.” 

“We have always found MFAS fantastic to deal with. It always feels like they really care about helping us. We appreciate the prompt and thoughtful advice, and especially the personal touch that comes from building a relationship with them.”

“Lynda has been excellent at offering relevant financial advice, evolving her service according to my career stage and financial position. Lynda has made astute suggestions, keeping my core values at the centre our discussions.”

“MFAS has advised and guided us through many ups and downs, and through great changes in our lives over the years. We loved our work as doctor and nurses, but have no interest in the technical skill of modern financial management and investment. We find it stressful, ever-changing and difficult to keep up with. MFAS has always given us clear, calm and wise advice and has helped us stay on track to our long-term goals. We are very grateful to MFAS for helping us over the years.”

“We would like to thank Hamish & Sue at Medical Financial Advisors for their assistance in setting up our investment portfolios. The simple explanation of their products, and the advice we received on which would best suit our needs was done professionally and in person. In the 15 months we have been with Medical Financial Advisors, our returns on our investments have far outweighed our expectations. Thanks to them we are comfortable in our retirement.”