We are very proud of the service we provide to our clients
Kate Phillips takes the time to listen to our thoughts and understands our financial goals before providing options for us to consider. She helps open our eyes to things we wouldn’t normally think about and is always available to talk to us. We really appreciate her prompt responses when we need things done in a short timeframe and we enjoy her helpful and friendly nature.
Sam and Mary-Jane McArdle
As I get older, the thought of retirement crosses my mind more and more – and the need to be “financially sound”.
I hadn′t had any exposure to financial planners in the past and Kate Phillips made this process easy. The process was simple, the advice sound and well documented.
Kate reviewed my current financial position, levels of superannuation, savings and investments and then looked at what my financial needs would be during my retirement. From there, a plan was designed to achieve my goals.
It′s not an easy step to put away money now for the future, but with Kate′s expert advice, I now have a plan in place, goals set and a process for generating a retirement lifestyle I can look forward to. The plan is flexible to develop further as my financial situation changes over the next few years.
I am 100% comfortable with the protection and super that has been arranged on my behalf by Kate Phillips and her team at Tend Financial Planning. The team are approachable and continue to provide an efficient and easy to understand service. I appreciate the time that is always taken to answer my concerns at the drop of a hat and take comfort in the personalised service.
My husband and I really needed to organise our many superannuation funds, but it was one of those things that was put off for several years as ‘life’ just got in the way! Our accountant recommended Kate Phillips to us and we trusted our accountant’s judgement so we made an appointment.
From our first meeting with Kate, we knew we would be using her services. She was friendly, professional and explained everything thoroughly in terminology we could understand. We felt confident that she was providing us with the correct information upfront and we would not be facing some nasty surprise one day in the future.
We are very pleased with Kate’s recommendations for our superannuation funds, education fund for our children and Life Insurance policies. The help we received from Kate and Michelle has been invaluable. With the amount of products on the market to choose from and the amount of paperwork involved, there is no way we could have sorted our financial plans on our own.
We highly recommend Kate to all our family and friends.
Bevan and Aimee Richards
Kate Phillips has been looking after my family′s financial needs for 3 years. I′ve found her experience & knowledge to be first rate. Having moved to Australia from overseas. The transition of moving funds from pensions to superannuation has been seamless. I feel confidant of my financial security heading towards retirement. I have no hesitation in recommending Kate & Tend to anyone wanting first class advice & service.
As a female working in the medical field, I found that I have had little direction with financial matters. Tend has been fantastic in not only putting me in the right direction in many areas, including superannuation and investment, but also helping me discover and learn the necessary skills to remain on the best path. I highly recommend Tend, with its professional, expert as well as personable help.
Dr Amanda Kruys
Tend Financial has been a reliable source of sound financial advice for me, taking the worry out of my financial security. And for people with a busy lifestyle, are always ready and available to provide advice via phone, email, or in person- with flexible with appointment times!
Kate Phillips is highly astute and committed to providing professional, timely and accurate advice to her clients. I have frequently recommended Tend to my own clients who invariably remark on her commitment to service and her determination to maximise their financial returns.
Having young children highlighted the importance of having a plan in place to ensure the financial future for our family. We enlisted the help of Kate Phillips from Tend Financial Planning to assist us in developing a plan to achieve our long term financial goals.
Kate was able to sort through the many products in the marketplace, present us with the options that best suited our needs and budget, and helped us implement our plan.
Having the expertise and advice of Kate at Tend Financial Planning took the confusion out of what would have otherwise been a stressful and time consuming exercise.
We have built a strong and trusted relationship with Kate at Tend Financial Planning. It is reassuring to know that as our circumstances and requirements change, that they will be there to give us the right advice!
Kathy and Damian Murdoch
Thank you for your honest and expert financial advise. Thanks to you, we now have a clear plan to see us into retirement and further.
Darryl and Marie
We found Kate to be extremely helpful at putting the aged care process in terms that we could understand and gave us other options that we didn’t realise we had. We would highly recommend her to anyone else in our position.
Julie Robinson and John Sutton
When it came time to move my mother to an aged care facility there were many things to finalise, many beyond my experience. Fortunately I discovered Kate Phillips from Tend Financial Planning. Kate helped us work through the mire of financial complexities with robust financial and estate planning, delivering a tax effective outcome following the sale of the family residence.
Throughout the process she had proffered excellent advice, making this transition simple and easy for the family, meaning we could focus on getting mother settled in her new surrounds. I would not hesitate to recommend Kate to provide financial advice and her services to anyone who has an older family member making the transition to an aged care facility. She covered all the bases.
We were not aware that so few financial advisers specialise in providing advice regarding moving into Nursing Homes. Your knowledge and experience in the area of aged care was obvious and very reassuring.
It is now obvious to us that paying someone like you has actually saved our family a lot of stress, not to mention putting Mary in a better financial position. Working through the government regulations and the specific rules of the nursing home has been made much easier by your help and advice.
John Brandt and Eileen Dowler
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