At Alta Financial Planning, we recognise the best compliment is one that is shared. We are pleased to present a selection of endorsements we have received from our clients.
EG of Yallambie
We have been very fortunate as a family over the last few years to have our financial, insurance and wealth affairs looked after by Sascha. This includes his expert advice at any time, our share portfolio, my salary insurance along with my Death & Disability and Living Cover. I was recently diagnosed with an early stage prostate cancer. Thankfully, I am healthy despite this and am very positive about living a healthy long life with my wife, children, family and friends.
Luckily for us the advice given and the protection set up over the journey by Sascha has resulted in my claim approved in full. You can imagine how this has positively impacted our lives. Not just now but forever.
Although a bad situation to deal with at a young age, the sheer comfort and security this insurance claim gives us as a family long term cannot be adequately conveyed into words. All I want to say is that we are extremely thankful and grateful to have good advice from Sascha from day 1 and to be set up with such a caring and compassionate insurer. A true credit to your organisation.
GS of Vermont South
Sascha has visited with the yearly portfolio report, and explained what it all means, in some detail.
He is patient and friendly, and provides us with confidence in the management of our financial affairs.
J.C. from Willow Grove
I am a very happy customer with your company and Tim Poynton always puts my mind at ease about my finances.
D.S. from Boronia
I can't thank you enough for being so diligent and thorough regarding my claim. As I mentioned to you, I had enough to deal with at the time of my injury that I didn't even give any thought to what insurances I had. Again, I really do appreciate all that you have done.
R & B from Mont Albert
Thank you very much for your Advice & Support. We believe your commitment to the Professionalism & Integrity of your industry is unparalleled.
B & M from Hawthorne
Tonina is well informed, flexible, extremely patient, a great listener and has worked to develop a true and meaningful understanding of what we consider our unique needs. We have appreciated her ability to liaise with a number of providers, including our accountants, Centrelink, and various financial institutions. While always acting with the utmost professionalism, she has been warm and empathetic and made what could have been a challenging and difficult experience, one that has been both positive and reassuring.
V.B. from Melbourne CBD
...Tonina's advice continues to guide me in the right direction and we are getting closer to my desired outcome...I know I can rely and trust Tonina...I can highly recommend Tonina Ciarrocchi of Acceptance Financial Planning (our former name) for her professional advice and caring for your family needs...
J & J from Red Hill
...We have been very impressed with the thoroughness of Tonina's work and she has truly helped set us up on a pathway to reach our financial goals...We have no hesitation in recommending Tonina to others as we feel that she is honest and trustworthy...
J.S. from Silvan
...Tonina was instrumental in helping us get out of what turned out to be a dodgy financial deal..She is very professional and goes above and beyond the call of duty.