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 theyears. 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.”

“My family have recently moved overseas, with the objective of returning in about 5 years.  This meant a hard decision on selling our family home which is where we held all our equity after purchasing our first house at the age of 21, then subsequently renovating another house. Property was the only way of getting ahead and building a nest egg for the future, at least that was what I thought!

With our move overseas that I did not have the time or headspace to manage our equity other than leave this in bank term deposit. Our mortgage adviser recommended we to speak to the team at MFAS. With some reluctance we took this brave step and started the financial journey that we are now on!

It started by Sue first understanding us as a couple and what our financial goals were. We were then presented with a financial  plan based on the goals & risk profile that we have for investment. It was important for me to “test the waters” and Sue gave us the space to do so. We started small & she let us move at our own pace, with no pressure at all. For this I am very grateful as it allowed me to trust the process.  We now have full comfort that we have a financial plan in-place for both our house purchase when we return to NZ as well as our long-term retirement position and this allows us the freedom to have options for our short, medium and long term objectives! 

I would not hesitate to recommend Sue and the team at MFAS and if you too are “on the fence” my advice is to have the courage to get their professional advice.  It is well worth it”