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Client testimonials

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We build long-term relationships with our clients, helping them reach their financial goals no matter what stage of life they're at. We'll help you implement your plan and review your progress to keep you on track over time.

Below, some of our clients talk about their experience with us.

 “I HAVE BEEN DEALING WITH CINDELL BAKER FOR ALMOST 3 YEARS. SHE HAS BEEN A VALUABLE PERSON WHEN DEALING WITH MY MOTHERS AFFAIRS. HER KNOWLEDGE OF HOW GOVERNMENT DEPARTMENTS WORK AND HOW TO CIRCUMNAVIGATE THEM HAS BEEN GREATLY APPRECIATED AND WELCOMED BY MY MOTHER AND I. SHE HAS ALWAYS PUT MY MOTHER'S BEST INTEREST FIRST AND ALWAYS ADVOCATED FOR THE BEST OUTCOME POSSIBLE. MY MOTHER HAS GONE THROUGH BEING ON BENEFITS TO HAVING SOMETHING TO RETIRE ON AND NOW ON THE AGED PENSION WHICH WAS MADE EASIER BECAUSE OF CINDELL. I AM VERY LUCKY TO HAVE BEEN PUT IN TOUCH WITH CINDELL AND WOULD RECOMMEND HER TO ANYONE CLOSE TO RETIREMENT OR FOR PLANNING YOUR FUTURE” 

 Jonathan King

 

“MY EXPERIENCE WITH CAPE FINANCIAL PLANNING OVER THE PAST FOUR YEARS HAS BEEN VERY REWARDING IN A MONETARY WAY AS WELL AS ON A PERSONAL LEVEL. DURING A DOWNTURN A COUPLE OF YEARS AGO THEY MANAGED MY INVESTMENTS SO WELL I HAD MY FORTNIGHTLY INCOME AND CONTARY TO MY FRIENDS INVESTMENTS, AT THE END OF THE DIFFICULT FINANCIAL YEAR MY MONEY REMAINED THE SAME. ANY QUERIES I HAVE HAD ARE DEALT WITH PERSONALLY BY CINDELL IN A VERY FRIENDLY PROMPT MANNER, WITH NO EXTRA CHARGE OTHER THAN THE VERY REASONABLE ANNUAL FEE. I HAVE NO HESITATION IN RECOMMENDING CINDELL AND HER COMPANY.”

Diane Tognela
 

“WE HAVE KNOWN CINDELL IN A PROFESSIONAL CAPACITY FOR APPROXIMATELY 4 YEARS, AS OUR FINANCIAL PLANNER. CINDELL IS ALWAYS VERY HELPFUL AND OBLIGING IN HER DEALINGS WITH US AND WE WOULD NOT BE IN THE FINANCIAL POSITION WE ARE NOW IF NOT FOR HER GUIDANCE. WE WOULD HAVE NO HESITATION IN RECOMMENDING CINDELL AS A FINANCIAL PLANNER.” 

Rob and Sherry Kelly

 

 

“MY DEAREST CINDELL, I CANNOT THANK YOU AND YOUR EXCELLENT STAFF ENOUGH FOR THE HELP I AM CURRENTLY RECEIVING WITH MY CLAIM. YOU ALWAYS ANSWER THE PHONE PROMPTLY, CALL BACK WHEN YOU SAY YOU WILL AND ALWAYS GO OVER AND ABOVE TO HELP OUT WITH ALL THOSE LITTLE BUT TIME CONSUMING PROBLEMS THAT ARISE FROM TIME TO TIME. I WOULD RECOMMEND CAPE FINANCIAL PLANNING PTY LTD TO ANYBODY WITHOUT HESITATION.”

Clive Adams
 

“WE HAVE GREATLY VALUED & APPRECIATED CINDELL'S ADVICE WITH OUR INVESTMENT. CINDELL RECOMMENDED A QUALITY PORTFOLIO WITH PRODUCTS THAT SUITED OUR NEEDS & CURRENT CIRCUMSTANCES, ALSO GIVING US THE FLEXIBILITY TO CHANGE THINGS IF WE NEED TO. THE FIRSTWRAP WEBSITE IS EASILY ACCESSIBLE & SOMETHING WE USE REGULARLY TO KEEP AN EYE ON OUR INVESTMENT. CINDELL IS ALWAYS CONTACTABLE & SHE KEEPS US INFORMED WITH REGULAR REVIEWS. HER STAFF ARE VERY PROFESSIONAL, HELPFUL & CLIENT CONFIDENTIALLY IS ASSURED. CINDELL'S SERVICE HAS BEEN SECOND TO NONE. WE HIGHLY RECOMMEND CINDELL TO ANYONE LOOKING FOR THE HIGHEST QUALITY INVESTMENT SERVICE & ADVICE.”

A & J Busselton

 
 

“Following the death of a much loved member of our family, Cindell and her team provided us with enormous support.  They organised all of the necessary paperwork, made numerous phone calls and correspondence and provided us with contact details of other parties that needed to be contacted, (banks, life insurance, superannuation and lawyers). This was a devastating time in our lives and we found Cindell and all the staff to be warm, compassionate and sympathetic to our needs. I don't know what we would have done without their support, knowledge and professionalism. Words alone cannot convey our gratitude.”

K Busselton