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:
We were referred by a friend and it has been the best money spent to get our finances in order prior to retirement. Mark and the team are very knowledgeable in this field and already after 12 months we have seen our investments grow way stronger than if we stayed with what we were doing. And even when I don’t understand or forget things Mark and his team are understanding, helpful, polite and go out of their way to see that we know what is going on.
What is money ? The reality is we are surrounded by it constantly ...the concept of saving and doing better for a rainy day ... everybody seems to know about it but do we really know money or savings as a concept ?
The answer is a big “NO “ and it hit me hard as I sat down with Mark and he took pains in explaining, clarifying things to me .
It’s important to have an insight from a person who is passionate , understands your goals helps you reach them around the” tricky “concept of money ...
Mark and the staff are very professional, helpful and patient. They looked at all aspects of our lifestyle and discussed goals to develop a financial strategy best for us. We have peace of mind knowing that our portfolios are being managed by experts in their field.
Highly recommend Mark and his team at Merideon, made us feel very comfortable in what can feel very intrusive. If you want visible felt financial strategies, I recommend you make an appointment with the team at Meriden. My only regret is that i did not do this sooner.
Thanks Gary & Sue
Gary & Sue Sargeson
Speaking to Mark really opened up some options for us that we hadn't considered before. He gave his time freely and was very approachable. He didn't make the finance aspects boring and we left feeling like we had so many options to move forward. Thank you so much Mark and the Team at Merideon!!
Aleisha & Corey Kaeding
Thanks so much to Danielle for all her help, patience and professionalism while helping with our mortgage.
Tim & Amanda Sabel
Friendly and helpful financial advice, that catered for our needs, providing a package that would meet our current financial goals as well as cater for our future financial commitments.
Udesh & Pip – Mandurah
While she has always been a pleasure to deal with, it is Danielle’s open, honest and direct approach which has ensured she has garnered my respect and trust. Whether the news be good or bad or she needs more time to resolve or assist, Danielle lets you know where you stand.
Mark listens to what you have to say, thinks about what you have said/asked and gives rational, considered advice. He does not dismiss any concerns or queries. We are very happy with the advice he has given us recently on the purchase of property into our SMSF, saving us many tens of thousands of dollars with his knowledge of the process which needed to be undertaken.
G & K Noske – Halls Head Dental Group
I have always found Danielle to be knowledgeable of the products and eager to assist in
not just credit matters, but also in helping our Business network during our startup period.
Merideon has been an excellent find. They set up a financial plan which is tailored to my personal goals and provide excellent ongoing advice backed up with simple and logical explanations. Mark and Merideon have made me feel really confident about my future.
I've been a customer of Merideon for over five years since I was a single guy living at home with my Mum. I have now bought a home with my partner, and just had our first baby and I am nearly ready to stop working FIFO due to the investments I have made. From our first meeting I felt comfortable trusting them with any financial advice. Thanks to the team for providing a great service. Would 100 % recommend them to any family and friends.
It was so pleasing and satisfying that we could be assured of a comfortable retirement.
Merideon have provided us with a means to live our lifestyle from their advice and their service has more than exceeded our expectations.
Ken & Fran Purnell
We had signed up with an advisor from our bank and as we were very green and new to all of this, we did not get the service we asked for and lost money in this process. Ann at Merideon then advised us that our super was in a very low return rate. She put us on the right track to achieve a better result for our retirement and helped us get some control with our Super. We understand it much better now and would recommend this service to everyone.
Bill & Teresa Smith
Mark has worked with BM&Y clients and produced desired outcomes by understanding their needs. In our dealings with Mark, he has demonstrated a high level of professionalism, integrity and willingness to work as a team.
Karan Mehta – CPA, FFIN, AFF (ICAA)
Mark Rattigan and his team at Meridion are very professional, they explain everything until fully understood; are happy to answer questions at any time and make themselves available when needed.
Mark Rattigan is someone I wouldn't hesitate to recommend to family and friends.
T & M Bunney – South Yunderup
Mark has been managing our finances for the best part of five years, and the advice he's given has put us in a much stronger financial position than we would have been otherwise. We will continue to use Mark and recommend him to our friends and family.
Neil and Lisa Sheppard
Mark and the team really know their stuff. Financially I feel I'm in quite a strong position now.
A and J Whitall
Mark got us thinking about our finances from a different point of view which I think will help us make better decisions in future. We found it extremely informative and took some great practical ideas we could take away and apply.
Mark, is a true professional.
Always striving to be the best he can be whilst always maintaining his integrity.
Always willing to help. Trustworthy and reliable.
"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
"I have found Mark to be very informative with a sound knowledge of the products he recommends. He and his team are true professionals."
C. Timmens – Mandurah
"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
"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 – Secret Harbour
"Its a peace of mind to know we have you working with us on our finances and future"
T & E Heys – Tom Price
"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 Advice
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 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
Mark & his team provide quality advice to their clients in a personal and considered way. Having known Mark for many years, I have no hesitation in recommending him to people seeking an adviser that really cares about making a difference in their lives.
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.