.
Our business is built on a philosophy of continuous improvement to ensure we are providing our clients and business partners with the highest possible level of service and advice. Therefore we encourage regular feedback.
Following is some feedback we have received to date from clients and business associates:
"Merideon has helped us make sense of our financial situation both personally and in our business. They have identified ways to improve our situation and allowed us to focus on what's important in achieving our goals. It is great to have someone we trust to talk to when we are making important financial decisions." N & K Williams - Riverside Safety P/L
______________________________________________________________________________
"Hi Mark, I just wanted to send a separate little note to say that its really refreshing seeing advice given like the type you give ie: full planning inc budgeting and debt recycling strategies. I see a lot of super rollovers etc, so its nice to see clients actually getting practical strategies they can use day to day to 'get ahead'... shows you care about your clients and want results for them. True financial planning if you ask me!" Angela Santalia - Independent Paraplanner
_______________________________________________________________________________
"Matthew Ripley has been extremely professional & provided us with supportive information & has made us aware & confident that our finances are being well looked after to better our future. Thanks Matthew." S & S Hutchings - Clients
_______________________________________________________________________________
"Since seeking Merideon's advice, we finally feel in control of our personal and business finances. They have identified areas of improvement and helped us to implement changes that have had a major impact on our financial future. We now feel that we are on the right track to having a more comfortable retirement." R & D Miller - PSI Audio
_______________________________________________________________________________
"We have found Mark to be extremely easy to deal with, professional, knowledgeable, patient and understanding as we are new clients with very little knowledge about investment. Mark also help us out with personal insurances, which can be a nightmare to organise. He made it very easy and did all the hard work for us.We have no hesitation in recommending Mark and his staff." M & S DeBonde - Clients
_______________________________________________________________________________
"Its a peace of mind to know we have you working with us on our finances and future" - T & E Heys - Clients
_______________________________________________________________________________
"Mark has been dealing with our finances for two years and has proven to be a excellent advisor, setting up all our financial needs so we can get on with other things (like spending money unwisely!)" N & L Sheppard - Clients
_______________________________________________________________________________
"I sought Mark's advice at a very hard time and had to talk about some very sensitive issues. He was professional and approachable. The advice I received was all encompassing, yet easy to understand." A Hansord - Client
_______________________________________________________________________________
"Passion, drive & commitment are just some of the essential elements that differenciate a financial planner from a 'true business leader'. Mark Rattigan possesses these traits in spades...! Having watched Mark's business from a distance for some time now, I believe that he shows all the necessary knowledge, expeirience & education required to position himself as a future 'leader' of our industry! I look forward to working more closley with Mark and watching this unfold......" Steve Salvia - AFA Adviser of the Year 2010
_______________________________________________________________________________
"Mark is the most technically proficient adviser I have worked with" Chris Young - CY Financial Services
_______________________________________________________________________________
"I believe Mark is able to offer any new or existing clients a very professional financial planning service that will meet the client's objectives. The way he works closely with a client's accountant and other advisers is very valuable and also makes everything more efficient."
Jerry Gibb - Coastline Mortgage Services
___________________________________________________________________
"The thing that impresses me about Mark Rattigan is not only his product knowledge (which is extensive) but the rapport he has with his clients. The people I have referred to Mark boast how professional he is and that he steers away from high pressure salesmanship, concentrating on direct informative assistance to what they need. I have no hesitation in recommending Mark and Merideon Wealth Strategies." Rhys Tapper - Ausure Insurance Mandurah
_______________________________________________________________________________
"I have had the pleasure of knowing Mark for nearly 10 years in both a personal and professional sense. During this time Mark has always demonstrated himself to be a person of integrity and has constantly driven himself to continually improve his skills. In establishing his firm he now has the opportunity to use his wonderful communication skills to assist clients in obtaining their financial goals." Brad Dean - BDR Business Accountants
_______________________________________________________________________________
"I have had the pleasure of knowing Mark for a number of years now and I have always been impressed with his product knowledge and dedication to his industry. Unlike many other financial planners Mark holds regular, FREE presentations for new and existing clients which have been of great benefit to myself and clients that I have brought along. I would have no hesitation in recommending Mark for any financial matters." Brenton Baker - CEO Empower ICT
_______________________________________________________________________________
Merideon regularly survey our new and existing clients. Here is some of the results we have received :
- 100% of surveyed clients who have previously dealt with a Financial Planner rated Merideon's service as "better" than their previous experience.
- All surveyed clients felt that Merideon's advice met their stated needs and goals.
- 100% of clients surveyed stated they would be comfortable referring or have referred family or friends to Merideon for advice.
